Hybrid
Equity Savings
Moderate
Investment Returns (CAGR)
1 yr.
11.02
3 yr.
11.87
5 yr.
10.64
Since Inception.
9.2%
Fund Size (Rs.)
3154 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF174K01D36
Expense Ratio
0.86%
Minimum SIP (Rs.)
100
Launch Date
13-Oct-2014
Fund House
Kotak Mahindra Mutual Fund
Exit Load
For units in excess of 8% of the investment,1% will be charged for redemption within 90 days.
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme seeks to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments. ;
Hybrid
Equity Savings
Moderate
Fund Size (Rs.)
3154 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF174K01D36
Expense Ratio
0.86%
Minimum SIP (Rs.)
100
Launch Date
13-Oct-2014
Fund House
Kotak Mahindra Mutual Fund
Exit Load
For units in excess of 8% of the investment,1% will be charged for redemption within 90 days.
1 yr. 11.02
3 yr. 11.87
5 yr. 10.64
Since Inception. 9.2%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme seeks to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments. ;
