Hybrid
Conservative Hybrid
Moderately High
Investment Returns (CAGR)
1 yr.
9.6
3 yr.
11.8
5 yr.
12.16
Since Inception.
10.5%
Fund Size (Rs.)
1987 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF174K01KA2
Expense Ratio
0.45%
Minimum SIP (Rs.)
100
Launch Date
01-Jan-2013
Fund House
Kotak Mahindra Mutual Fund
Exit Load
For units in excess of 8% of the investment,1% will be charged for redemption within 6 months.
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The Scheme seeks to enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments. By investing in debt securities, the Scheme will aim at generating regular returns, while enhancement of return is intended through investing in equity and equity related securities. ;
Hybrid
Conservative Hybrid
Moderately High
Fund Size (Rs.)
1987 Cr
Benchmark Index
----
Scheme Type
Dividend
ISIN
INF174K01KA2
Expense Ratio
0.45%
Minimum SIP (Rs.)
100
Launch Date
01-Jan-2013
Fund House
Kotak Mahindra Mutual Fund
Exit Load
For units in excess of 8% of the investment,1% will be charged for redemption within 6 months.
1 yr. 9.6
3 yr. 11.8
5 yr. 12.16
Since Inception. 10.5%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The Scheme seeks to enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments. By investing in debt securities, the Scheme will aim at generating regular returns, while enhancement of return is intended through investing in equity and equity related securities. ;
