Kotak Fixed Maturity Plan Series 258 Regular Growth
DebtFixed Maturity Short-Term BondLow to Moderate Risk
Regular
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF174KA1BI3
Minimum SIP
₹10
Exit Load
No Charges
Inception Date
17 Jan 2019
About this fund
- You can start investing in Kotak Fixed Maturity Plan Series 258 Regular Growth with a SIP of ₹10 or a Lumpsum investment of ₹5000.
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Deepak Agrawal
Since March 2019
Manu Sharma
Since March 2023
Additional Scheme Details
ISIN INF174KA1BI3 | Expense Ratio - | Exit Load No Charges | Fund Size - | Age 5 years 10 months | Lumpsum Minimum ₹5,000 | Fund Status Unlisted Closed End Investment Company | Benchmark CRISIL Composite Bond TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
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About the AMC
Kotak Mahindra Mutual Fund
Total AUM
₹5,12,585 Cr
Address
2nd Floor, 12-BKC, Plot No C-12, Mumbai, 400 051
Other Funds by Kotak Mahindra Mutual Fund
Risk Level
Your principal amount will be at Low to Moderate Risk
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Who manages the Kotak Fixed Maturity Plan Series 258 Regular Growth?
- Deepak Agrawal
- Manu Sharma
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