DA
Deepak AgrawalLead
Since Nov 2018
AUM managed
₹1,59,985.03Cr
Tenure
Since Nov 2018
Funds
26
Kotak Yearly Interval Plan Series 1 Reg Gr
Short Duration FundKotak Mahindra Mutual Fund
NAV
₹0.00
+0.00% today
AUM
₹0.00
Fund size
Expense
0.00%
Regular plan
Min SIP
₹0
per month
Min Lumpsum
₹5,000
one-time
Exit Load
0.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterLow to Moderate Risk
BenchmarkCRISIL Low Duration Index (100%)
Number of holdings0
Inception27 Nov 2018
Exit load0.0
Debt metrics
Modified duration-- yrs
Average maturity-- yrs
Yield to maturity0.00%
Average credit quality--
Standard deviation0.00%
Capital gains tax
Debt
STCG · short-term
Slab RateShort-term gains taxed at slab rate
Debt fund gains are taxed at your income slab rate.
LTCG · long-term
Slab RateLong-term gains taxed at slab rate
Debt fund gains are taxed at your income slab rate.
Debt and other non-equity mutual fund gains are taxed at the investor's slab rate.
Fund managers
About Kotak Yearly Interval Plan Series 1 Reg Gr
Kotak Yearly Interval Plan Series 1 Reg Gr is an open-ended Short Duration Fund mutual fund scheme offered by Kotak Mahindra Mutual Fund under the regular plan with the growth option. The fund is benchmarked against CRISIL Low Duration Index (100%). SEBI's riskometer places this scheme in the Low to Moderate Risk category, so read the scheme information document before investing.
Investment objective
The investment objective of the Scheme is to generate returns through investments in debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the scheme will be achieved.
Regular Plan · Growth option
Kotak Yearly Interval Plan Series 1 Reg Gr — frequently asked questions
How risky is Kotak Yearly Interval Plan Series 1 Reg Gr?
SEBI's riskometer classifies Kotak Yearly Interval Plan Series 1 Reg Gr as Low to Moderate Risk, which is typical for a Short Duration Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Kotak Yearly Interval Plan Series 1 Reg Gr?
The minimum lumpsum investment in Kotak Yearly Interval Plan Series 1 Reg Gr is ₹5,000.
Who manages Kotak Yearly Interval Plan Series 1 Reg Gr?
Kotak Yearly Interval Plan Series 1 Reg Gr is managed by Kotak Mahindra Mutual Fund. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Kotak Mahindra Mutual Fund
- Scheme category
- Debt
- Scheme sub-category
- Short Duration Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF174KA1939
- Scheme code
- FS0000E2VT