Kotak FMP Series 293 - 1826 Days Direct Growth
DebtFixed Maturity Intermediate-Term BondModerate Risk
Direct
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF174KA1HQ3
Minimum SIP
-
Exit Load
No Charges
Inception Date
02 Sep 2021
About this fund
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 September 2021
Additional Scheme Details
ISIN INF174KA1HQ3 | Expense Ratio - | Exit Load No Charges | Fund Size - | Age 3 years 7 months | Lumpsum Minimum ₹5,000 | Fund Status Unlisted Closed End Investment Company | Benchmark NIFTY Medium to Long Dur Debt 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.
Similar Fixed Maturity Intermediate-Term Bond Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| SBI Fixed Maturity Plan (FMP) - Series 47 (1434 Days) Direct Growth Low Risk | - | 0.0% | ₹142.30 Cr | 7.4% |
| SBI Fixed Maturity Plan (FMP) - Series 47 (1434 Days) Regular Growth Low Risk | - | 0.0% | ₹142.30 Cr | 7.3% |
| SBI Fixed Maturity Plan Series 41 1498 Days Direct Growth Low Risk | - | 0.0% | ₹908.19 Cr | 7.0% |
| SBI Fixed Maturity Plan Series 41 1498 Days Regular Growth Low Risk | - | 0.0% | ₹908.19 Cr | 6.9% |
| Bandhan Interval Fund - Series 17 Regular Growth Moderate Risk | - | 0.0% | - | - |
| Bandhan Interval Fund - Series 17 Direct Growth Moderate Risk | - | 0.0% | - | - |
| Aditya Birla Sun Life Fixed Term Plan - Series TV (1169 Days) Direct Growth Moderate Risk | - | 0.0% | - | - |
| Aditya Birla Sun Life Fixed Term Plan - Series TV (1169 Days) Regular Growth Moderate Risk | - | 0.0% | - | - |
| SBI Fixed Maturity Plan (FMP) - Series 60 (1878 Days) Regular Growth Low to Moderate Risk | - | 0.0% | ₹244.07 Cr | 9.0% |
| SBI Fixed Maturity Plan (FMP) - Series 60 (1878 Days) Direct Growth Low to Moderate Risk | - | 0.0% | ₹244.07 Cr | 9.2% |
About the AMC
Kotak Mahindra Mutual Fund
Total AUM
₹4,85,992 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 Moderate Risk
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Who manages the Kotak FMP Series 293 - 1826 Days Direct Growth?
- Deepak Agrawal
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Kotak FMP Series 293 - 1826 Days Direct Growth
DebtFixed Maturity Intermediate-Term BondModerate Risk
Direct
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF174KA1HQ3
Minimum SIP
-
Exit Load
No Charges
Inception Date
02 Sep 2021
Risk Level
Your principal amount will be at Moderate Risk
About this fund
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 September 2021
Additional Scheme Details
ISIN INF174KA1HQ3 | Expense Ratio - | Exit Load No Charges | Fund Size - | Age 3 years 7 months | Lumpsum Minimum ₹5,000 | Fund Status Unlisted Closed End Investment Company | Benchmark NIFTY Medium to Long Dur Debt 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.
Similar Fixed Maturity Intermediate-Term Bond Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| SBI Fixed Maturity Plan (FMP) - Series 47 (1434 Days) Direct Growth Low Risk | - | 0.0% | ₹142.30 Cr | 7.4% |
| SBI Fixed Maturity Plan (FMP) - Series 47 (1434 Days) Regular Growth Low Risk | - | 0.0% | ₹142.30 Cr | 7.3% |
| SBI Fixed Maturity Plan Series 41 1498 Days Direct Growth Low Risk | - | 0.0% | ₹908.19 Cr | 7.0% |
| SBI Fixed Maturity Plan Series 41 1498 Days Regular Growth Low Risk | - | 0.0% | ₹908.19 Cr | 6.9% |
| Bandhan Interval Fund - Series 17 Regular Growth Moderate Risk | - | 0.0% | - | - |
| Bandhan Interval Fund - Series 17 Direct Growth Moderate Risk | - | 0.0% | - | - |
| Aditya Birla Sun Life Fixed Term Plan - Series TV (1169 Days) Direct Growth Moderate Risk | - | 0.0% | - | - |
| Aditya Birla Sun Life Fixed Term Plan - Series TV (1169 Days) Regular Growth Moderate Risk | - | 0.0% | - | - |
| SBI Fixed Maturity Plan (FMP) - Series 60 (1878 Days) Regular Growth Low to Moderate Risk | - | 0.0% | ₹244.07 Cr | 9.0% |
| SBI Fixed Maturity Plan (FMP) - Series 60 (1878 Days) Direct Growth Low to Moderate Risk | - | 0.0% | ₹244.07 Cr | 9.2% |
About the AMC
Kotak Mahindra Mutual Fund
Total AUM
₹4,85,992 Cr
Address
2nd Floor, 12-BKC, Plot No C-12, Mumbai, 400 051
Other Funds by Kotak Mahindra Mutual Fund
Related Articles
Still got questions?
We're here to help.
Who manages the Kotak FMP Series 293 - 1826 Days Direct Growth?
- Deepak Agrawal
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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