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Kotak Monthly Interval Plan Series 4 Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Kotak Monthly Interval Plan Series 4 Growth Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹48 Cr

Lock In Period

N/A

Expense Ratio

N/A

Exit Load

Nil

Benchmark

CRISIL Liquid Fund Index

Summary

Kotak Monthly Interval Plan Series 4 Growth NAV is ₹0 as of 25 May, 2026. Kotak Monthly Interval Plan Series 4 Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Kotak Monthly Interval Plan Series 4 Growth is ₹0. The AUM of Kotak Monthly Interval Plan Series 4 Growth is ₹48 Cr. The expense ratio of the fund is N/A%, and its benchmark is CRISIL Liquid Fund Index. The current exit load of the fund is Nil. In the last 1M months, Kotak Monthly Interval Plan Series 4 Growth has delivered 0.00% returns.

Kotak Monthly Interval Plan Series 4 Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-1.163.10
6M0.000.8611.87
1Y0.003.5121.71
3Y0.0011.41142.24

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2019-03-31
View allocation % by

1. Power Finance Corporation Ltd.11.92%
2. Indian Bank11.91%
3. Punjab National Bank9.84%
4. AXIS Bank Ltd.9.52%
5. Tata Capital Financial Services Limited9.20%
6. Hero FinCorp Ltd.6.28%
7. LIC Housing Finance Ltd.4.18%

1. Piramal Capital & Housing Finance Ltd.11.93%
2. Reverse Repo8.30%
3. Net Current Assets/(Liabilities)0.28%

1. National Thermal Power Corporation Ltd.11.93%

1. Indian Oil Corporation Ltd.4.71%

About Fund Kotak Monthly Interval Plan Series 4 Growth

Kotak Monthly Interval Plan Series 4 Growth managed by Kotak Mahindra Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹48 Crore. The fund benchmarks its performance against the CRISIL Liquid Fund Index while maintaining an expense ratio of . 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
Kotak Monthly Interval Plan Series 4 Growth047.69 CR
Fund Name1Y3Y
This FundKotak Monthly Interval Plan Series 4 Growth00

Kotak Monthly Interval Plan Series 4 Growth FAQs

Kotak Monthly Interval Plan Series 4 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 Monthly Interval Plan Series 4 Growth is . This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Monthly Interval Plan Series 4 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 Monthly Interval Plan Series 4 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 Monthly Interval Plan Series 4 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 Monthly Interval Plan Series 4 Growth is ₹48 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Monthly Interval Plan Series 4 Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.