Kotak Low Duration Fund Direct Plan

Scheme Type
Open-ended
Scheme Category
Ultra Short Term
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 4592.2
Expense Ratio
0.28%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 139427
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
2331.3499
(0.01 %)
NAV as on 2019-01-15
Returns
Fund
Kotak Low Duration Fund Direct Plan
1 Year
8.32%
3 Year
8.66%
5 Year
9.09%
AMC Details
amc launch date
Launch Date
23 Jun 1998
amc sponsor
Sponsor
NA
amc email
Email
fundaccops@kotakmutual.com
amc phone
Phone
022 - 66384444
amc address
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
Moderate
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 primary objective of the Scheme is to generate income through investment primarily in low duration debt & money market securities. There is no assurance or guarantee that the investment objective of the scheme will be achieved
Suitability
This product is suitable for investors who are seeking
• regular income over short termincome by focussing on low duration securities
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,147
Portfolio Value
147
Total Returns