Kotak Monthly Income Plan (G) NAV | Kotak Mahindra Mutual Fund | Kotak Monthly Income Plan (G) Investment

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ranking by CRISIL

Very Good performance in the category

The scheme is ranked 1 in MIP Aggressive category by Crisil. If you are already invested in this scheme, you may continue to stay invested.
View Top ranked funds in this category

Close Kotak Mahindra Income Plus Scheme renamed as Kotak Monthly Income Plan with effect from March 1, 2011.

View Historic Graph From To

# Moneycontrol Rank within 49 MIP Aggressive Schemes.

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-	-	-	-	-
2012	5.3	1.3	3.6	3.4	15.1
2011	0.2	0.5	-0.3	-	0.8
2010	1.1	1.7	2.6	0.3	6.6
2009	-3.6	5.8	3.8	2.6	10.0
2008	-6.9	-2.4	-0.9	-2.4	-11.5

* Returns over 1 year are Annualised

Fund returns v/s Category average (MIP Aggressive)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	2.7	3.6	6.7	15.0	10.5	8.9	6.2
Category avg	1.6	2.7	4.8	12.1	6.6	4.7	4.0
Difference of Fund returns and Category returns	1.1	0.9	1.9	2.9	3.9	4.2	2.2
Best of category	5.2	6.2	9.8	17.5	11.5	9.3	12.8
Worst of category	0.1	-1.4	0.5	6.7	5.4	4.5	4.5

Kotak Monthly Income Plan (G) Review by Crisil - Rating: 5 (Rank 1 out of 5)

Investment Objective

To enhance returns over a portfolio of Debt Instruments with a moderate exposure in Equity and Equity related Instruments.

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Nov 14, 2003
Benchmark	CRISIL MIP Blended Fund
Asset Size (Rs cr)	58.41 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	N.A.
Bonus	N.A.
Fund Manager	Pankaj Tibrewal / Abhishek Bisen View performance of schemes managed by the Fund Manager
Notes	Kotak Mahindra Income Plus Scheme renamed as Kotak Monthly Income Plan with effect from March 1, 2011.

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit load of 1% for redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units.

Regd. Office	5A, 5th Floor, Bhaktawar, 229 Nariman Point, Mumbai, 400021
Tel. No.	91 22 6638 4444
Fax No.	91 22 6638 4455
Email	mutual@kotak.com
Website	http://www.kotakmutual.com

MIP Aggressive	Crisil Rank	Assets (Rs.cr)
MIP Aggressive	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
HDFC MIP - LTP (G)	Rank 2	5,133.91	3.3	6.3	13.1	8.6	10.8
Reliance MIP (G)	Rank 2	3,386.21	4.4	6.7	13.6	9.3	12.8
UTI MIS - Advantage Plan (G)	Rank 3	554.69	3.7	5.3	13.5	8.1	8.8
ICICI Prudential MIP 25 (G)	Rank 3	526.59	3.9	6.3	13.8	9.1	8.8
DSP BlackRock MIP Fund (G)	Rank 3	520.73	3.7	5.8	12.0	8.7	9.1
* Returns over 1 year are Annualised	More »

Debt	Rating	Value (Rs cr)	Asset %
8.33% Central Government - 2026	SOV	36.54	28.78
7.83% Central Government - 2018	SOV	15.17	11.95
Reliance Jio Infocomm Limited	CRISIL AAA	15.03	11.84
8.20% Central Government - 2025	SOV	7.23	5.70
Power Finance Corporation Ltd.	CRISIL AAA	5.58	4.40
Shriram Transport Finance Co Ltd.	FITCH AA(ind)	4.05	3.19
Tata Motors Finance Ltd	ICRA A+	1.51	1.19
Whirlpool of India Ltd.		1.13	0.89
Cholamandalam Investment and Finance Company Ltd	ICRA AA	1.10	0.87
Raymond Limited		1.05	0.83