Kotak Dynamic Bond Direct
Scheme Type
Open-ended
Scheme Category
Dynamic Bond
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 530.61
Expense Ratio
0.4%
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 maximize returns
through an active management of a portfolio of debt and money
market securities.
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 investment 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
₹6,154
Portfolio Value
₹154
Total Returns
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