Kotak Flexi Debt Fund - Retail Plan Growth Return

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Showing Funds Performance since Sep 07, 2020

Kotak Flexi Debt Fund - Retail Plan Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹1,234 Cr

Lock In Period

N/A

Expense Ratio

1.13

Exit Load

Nil

Benchmark

Crisil Composite Bond Fund Index

Kotak Flexi Debt Fund - Retail Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.716.63
6M0.003.0015.17
1Y0.005.5326.37
3Y0.0015.8388.25

Portfolio Analysis

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About Fund Kotak Flexi Debt Fund - Retail Plan Growth

Kotak Flexi Debt Fund - Retail Plan Growth managed by Kotak Mahindra Mutual Fund,is a Flexi-Capscheme with Assets Under Management of ₹1,234 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 1.13. Under the expert guidance of Deepak Agrawal ,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

Deepak Agrawal

Mr. Deepak is a Post Graduate in Commerce, Chartered Account, Company Secretary and currently pursuing CFA. His career has started from Kotak AMC when he joined the organization in December 2002 where he was initially in Research, Dealing and then moved into Fund Management from November 2006.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Samco Flexi Cap Fund Growth1266 CR3.08
TRUSTMF Flexi Cap Fund Growth01,000 CR3.12
Invesco India Flexi Cap Fund Growth25,467 CR1.99
Bank of India Flexi Cap Fund Growth32,786 CR2.27
Fund Name1Y3Y
This FundSamco Flexi Cap Fund Growth-3.4213-5.2733
This FundTRUSTMF Flexi Cap Fund Growth9.92970
This FundInvesco India Flexi Cap Fund Growth2.741967.7365
This FundBank of India Flexi Cap Fund Growth13.620475.0451

Kotak Flexi Debt Fund - Retail Plan Growth FAQs

Kotak Flexi Debt Fund - Retail Plan 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 Flexi Debt Fund - Retail Plan Growth is 1.13. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Flexi Debt Fund - Retail Plan Growth’s fund performance is as follows:
  • 1 Month : %
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  • 1 Year : %
  • 3 Years : %
Returns of Kotak Flexi Debt Fund - Retail Plan 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 Flexi Debt Fund - Retail Plan 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 Flexi Debt Fund - Retail Plan Growth is ₹1,234 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Flexi Debt Fund - Retail Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.