Kotak Bond Short Term Plan Direct
Scheme Type
Open-ended
Scheme Category
Short Duration
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 7832.37
Expense Ratio
0.29%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 139427
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
23 Jun 1998
Sponsor
NA
Email
fundaccops@kotakmutual.com
Phone
022 - 66384444
Address
3rd Floor, Nariman Bhawan, 229,Nariman Point,, Mumbai - 400 021
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately Low
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The investment objective of the Scheme is to provide reasonable
returns and reasonably high levels of liquidity by investing in
debt instruments such as bonds, debentures and Government
securities; and money market instruments such as treasury bills,
commercial papers, certificates of deposit, including repos in
permitted securities of different maturities, so as to spread the
risk across different kinds of issuers in the debt markets.
There is no assurance that the investment objective of the
Scheme will be realised.
Suitability
This product is suitable for investors who are seeking
• income over a medium term horizon
• investment in debt & money market securities
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,140
Portfolio Value
₹140
Total Returns
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