Kotak Medium Term Direct Growth

debt

RETURNS (5 YEARS) 6.62%

RETURNS (5 YEARS) 6.62%

NAV ₹20.28

Sub-Type medium

Rating

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

1.04%

3M

1.13%

6M

3.58%

1Y

4.01%

3Y

6.50%

5Y

6.62%

Fund Essentials

25 Jan 2014

Fund Started
₹1923.27 Cr

AUM Fund Size
0.58%

Expense Ratio
₹1000

Min SIP Amount
Low to Moderate

Fund Risk
0% if redeemed after 0 years

Exit Load

Top 10 Holdings

7.42% Govt Stock 2033 10.49%
Housing Development Finance Corporation Limited 7.89%
Power Finance Corporation Ltd. 5.71%
6.42% Govt Stock 2031 5.19%
Sikka Ports & Terminals Limited 5.06%
L&T Metro Rail (Hyderabad) Limited 5.04%
Bharti Telecom Limited 5.02%
Shriram Transport Finance Company Limited 4.48%
TATA Steel Limited 3.87%
Punjab National Bank 3.65%

Deepak Agrawal

Manager
Vihag Mishra

Manager
sunit garg

Manager

SIP (monthly)
One-Time

Set monthly SIP amount (Min : 1000)

Set monthly SIP date

Minimum amount to be invested is ₹1000

Invest

Set amount (Min : 5000)

Invest

Risk-o-meter

Low to Moderate