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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹79 Cr
Lock In Period
N/A
Expense Ratio
0.3
Benchmark
Crisil Composite Bond Fund Index
Exit Load
Nil
Summary
Latest details for Kotak FMP Series - 225 Growth include a ₹12.3699 NAV as of May 18,2021 and returns since inception of 24.51%. Minimum investments start at SIP ₹0. The Kotak FMP Series - 225 Growth AUM is ₹79 Cr, with a lock-in of N/A years, expense ratio of 0.3%, and benchmark Crisil Composite Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2021-05-15
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About Fund
Kotak FMP Series - 225 Growth managed by Kotak Mahindra Mutual Fund,is a Debt - FMPscheme with Assets Under Management of ₹79 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 0.3. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAditya Birla Sun Life Fixed Term Plan - Series SJ Growth | 0 | 380.67 CR | 0.13 |
| This FundKotak FMP Series - 225 Growth | 0 | 78.9 CR | 0.3 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Fixed Term Plan - Series SJ Growth | 4.0656 | 24.5123 |
| This FundKotak FMP Series - 225 Growth | 4.4001 | 24.5141 |
FAQs
Kotak FMP Series - 225 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 FMP Series - 225 Growth is 0.3. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak FMP Series - 225 Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Kotak FMP Series - 225 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 FMP Series - 225 Growth is ₹79 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak FMP Series - 225 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500