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SET SMS ALERT Fund Family Kotak Mahindra Mutual Fund
Fund Class Debt Oriented Hybrid Speciality Funds
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
No Data to display
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 3.3 | 6 |
| 3 mth | 3.2 | 3 |
| 6 mth | 6.4 | 3 |
| 1 year | 13.9 | 3 |
| 2 year | 10.4 | 1 |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 16 Debt Oriented Hybrid Speciality Funds Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| No Performance Data Available | |||||
* Returns over 1 year are Annualised
Fund returns v/s Category average (Debt Oriented Hybrid Speciality Funds)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 3.3 | 3.2 | 6.4 | 13.9 | 10.4 | -- | -- |
| Category avg | 2.9 | 1.7 | 3.5 | 8.5 | 4.9 | 2.4 | 2.5 |
| Difference of Fund returns and Category returns | 0.4 | 1.5 | 2.9 | 5.4 | 5.5 | -- | -- |
| Best of category | 4.1 | 5.6 | 9.1 | 14.7 | 10.4 | 9.5 | 10.1 |
| Worst of category | 1.1 | -2.5 | -3.6 | 1.7 | 4.7 | 4.5 | 3.2 |
Investment Objective
The investment objective of the scheme is to generate income by investing predominantly in debt and money market securities, to generate growth by taking moderate exposure to equity and equity related instruments and provide diversification by investing in Gold ETFs.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Jan 14, 2011 |
| Benchmark | CRISIL MIP Blended Fund |
| Asset Size (Rs cr) | 0.00 () |
| Minimum Investment | Rs.10000 |
| Last Dividend | N.A. |
| Bonus | N.A. |
| Fund Manager | Abhishek Bisen / Pankaj Tibrewal View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load of 1% if redeemed within 1 Year from the date of allotment. |
| Regd. Office | 5A, 5th Floor, Bhaktawar, 229 Nariman Point, Mumbai, 400021 |
|---|---|
| Tel. No. | 91 22 6638 4444 |
| Fax No. | 91 22 6638 4455 |
| mutual@kotak.com | |
| Website | http://www.kotakmutual.com |
| Debt Oriented Hybrid Speciality Funds | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Axis Triple Advantage Fund (G) | Not Ranked |
628.67 | -0.1 | 0.7 | 11.0 | -- | -- |
| Canara Robeco InDiGo Fund (G) | Not Ranked |
721.70 | -2.5 | -3.6 | 1.7 | -- | -- |
| UTI Mahila Unit Scheme (G) | Not Ranked |
228.70 | 3.1 | 5.1 | 12.3 | 6.0 | 8.3 |
| Kotak Multi Asset Allocation (G) | Not Ranked |
143.04 | 3.2 | 6.4 | 13.9 | -- | -- |
| HDFC Childrens Gift (Sav) | Not Ranked |
72.35 | 2.3 | 4.1 | 9.7 | 9.2 | 10.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.00 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
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May 14, 2013 at 9:57 | Source:
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Apr 29, 2013 at 10:44 | Source:
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Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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