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  • Kotak Mutual Fund
  • Kotak Long Duration Fund (Growth)
Kotak Mutual Fund

Kotak Long Duration Fund (Growth)

DebtLong Duration

9.9106

NAV (Apr 18)

-0.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

9.9106

NAV (Apr 18)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
-0.9%
6 Month CAGR
NA

Scheme Information

Investment Objective

To generate income / capital appreciation through investments in debt and money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
0.59
Launched (0y ago)
Feb 28, 2024
AUM in Crores
68.427
ISIN
INF174KA1RC2
Lock-in
No Lock-in
Benchmark
NIFTY Long Duration Debt Index TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
7.23
Fund Managers

Palha Khanna

Fund Manager

Abhishek Bisen

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Long Duration Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-18

Top Debt Holdings

7.3% govt stock 2053

71.7%
71.7%

7.18% govt stock 2037

22.1%
22.1%

net current assets/(liabilities)

3.6%
3.6%

triparty repo

2.6%
2.6%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,923 cr

₹ 10,293 cr

₹ 35,428 cr

₹ 13,848 cr

₹ 13,895 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 384,859 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

14.2%

8.4%

11.8%

12.8%

-

5%

14.2%

8.4%

14.2%

8.4%

Kotak Long Duration Fund (G) Review

Kotak Long Duration Fund (G) is a Long Duration Debt fund and has delivered an annualised return of -0.9% over a period of 0 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Palha Khanna.

Nav of Kotak Long Duration Fund (G) as of 4/18/2024 is ₹9.91 with the total AUM as of 4/19/2024 is ₹68.427. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Long Duration Fund (G) was launched on Feb 28, 2024. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Kotak Long Duration Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Kotak Long Duration Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY Long Duration Debt Index TR INR.

Kotak Long Duration Fund (G) is rated as a 0 fund in Debt and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Long Duration Fund (G).

Frequently Asked Questions

What is Kotak Long Duration Fund (G)?

Kotak Long Duration Fund (G) is a Long Duration Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Kotak Long Duration Fund (G)?

You can invest in Kotak Long Duration Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Kotak Long Duration Fund (G)?

The minimum sip amount for Kotak Long Duration Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Kotak Long Duration Fund (G) good to invest in?

As per Scripbox experts, Kotak Long Duration Fund (G) is a Not Reviewed Yet fund. You can investKotak Long Duration Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Kotak Long Duration Fund (G)?

The expense ratio of the Kotak Long Duration Fund (G) is 0.59% for regular plan.