Kotak Capital Protection Oriented - Series 3 Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Kotak Capital Protection Oriented - Series 3 Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹32 Cr

Lock In Period

N/A

Expense Ratio

N/A

Exit Load

Nil

Benchmark

Crisil Composite Bond Fund Index

Kotak Capital Protection Oriented - Series 3 Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.18297.26
6M0.001.02315.31
1Y0.003.19339.02
3Y0.009.2655.84

Portfolio Analysis

  • Equity: 10.69%
  • Debt: 89.31%
  • Others
As on: 2018-10-31
View allocation % by

1. HDFC Bank Ltd.1.22%
2. IndusInd Bank Ltd.0.32%
3. ICICI Bank Ltd.0.28%
4. RBL Bank Ltd.0.24%
5. Bajaj Finance Ltd.0.20%
6. AXIS Bank Ltd.0.19%
7. State Bank Of India.0.15%
8. Bajaj Finserv Ltd.0.15%
9. HDFC Ltd.0.07%
10. Aditya Birla Capital ltd0.05%

1. Infosys Ltd.0.84%
2. Tata Consultancy Services Ltd.0.59%
3. Tech Mahindra Ltd.0.24%
4. Wipro Ltd.0.18%
5. HCL Technologies Ltd.0.16%
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About Fund Kotak Capital Protection Oriented - Series 3 Growth

Kotak Capital Protection Oriented - Series 3 Growth managed by Kotak Mahindra Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹32 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of . Under the expert guidance of Abhishek Bisen ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Abhishek Bisen

Mr. Abhishek holds B.A (Management) and MBA (Finance). He has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Kotak Capital Protection Oriented - Series 3 Growth032 CR
Fund Name1Y3Y
This FundKotak Capital Protection Oriented - Series 3 Growth4.00240

Kotak Capital Protection Oriented - Series 3 Growth FAQs

Kotak Capital Protection Oriented - Series 3 Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Capital Protection Oriented - Series 3 Growth is . This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Capital Protection Oriented - Series 3 Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Kotak Capital Protection Oriented - Series 3 Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Kotak Capital Protection Oriented - Series 3 Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Capital Protection Oriented - Series 3 Growth is ₹32 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Capital Protection Oriented - Series 3 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.