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Kotak Bond - Regular Plan - IDCW - Annual

  • Regular
  • Direct
Category : Medium to Long Duration Fund

Scheme Objective

The investment objective of the Scheme is to create a portfolio of debt instruments such as bonds, debentures, Government Securities and money market instruments, including repos in permitted securities of different maturities, so as to spread the risk across different kinds of issuers in the debt markets.

Scheme Details

  • Fund manager(s)Abhishek Bisen
  • Launch date – 05-Dec-2001
  • Expense ratio – 1.76% as declared on 30-Jun-2021 (category average is 1.6%)
  • Benchmark - CRISIL 10 Year Gilt Index
  • Min SIP amount - ₹1000
  • Min investment amount (one time- first time) - ₹5000
  • Min investment amount (addtional purchase) - ₹1000
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Data not available.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 3 years from purchase date, long term capital gain tax will be applicable. Current tax rate is the lower of (a) 10% of profit or (b) 20% of profit adjusted after indexation benefits. Any cess/surcharge is not included.|If sold before 3 years from purchase date, short term capital gain tax will be applicable. Any profit will be clubbed with your income and taxed at your effective tax rate.

Contact Details

Kotak Mahindra Asset Management Co. Ltd.
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Tel no.: 022-61152100
Fax no.: 022-67082213
Website.: assetmanagement.kotak.com

Forum

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