- Mutual Funds
- Kotak Mutual Fund
- Kotak Quarterly Interval Plan Series 12 (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.39495
NAV (May 5)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 3.9% |
6 Month CAGR | 3.8% |
Scheme Information
The investment objective of the Scheme is to generate returns through investments in debt and money market instruments. However,there is no assurance or guarantee that the investment objective of the scheme will be achieved.
Expense Ratio | 0 |
Launched (6y ago) | Oct 31, 2018 |
AUM in Crores | 31.280 |
ISIN | INF174KA1889 |
Lock-in | No Lock-in |
Benchmark | CRISIL Liquid Debt 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 | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Quarterly Interval Plan Series 12 (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
triparty repo
99.1%net current assets/(liabilities)
0.9%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,922 cr | ||
₹ 10,314 cr | ||
₹ 48,877 cr | ||
₹ 14,469 cr | ||
₹ 14,796 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13% | 8.2% | ||
12.9% | 13.2% | ||
- | 5.1% | ||
13% | 8.2% | ||
13% | 8.2% |
Kotak Quarterly Interval Plan Series 12 (G) Review
Kotak Quarterly Interval Plan Series 12 (G) is a Liquid Debt fund and has delivered an annualised return of 3.9% over a period of 5 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund manager’s name is Deepak Agrawal.
Nav of Kotak Quarterly Interval Plan Series 12 (G) as of 5/5/2019 is ₹10.39 with the total AUM as of 5/8/2024 is ₹31.28. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Quarterly Interval Plan Series 12 (G) was launched on Oct 31, 2018. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Kotak Quarterly Interval Plan Series 12 (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 Quarterly Interval Plan Series 12 (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 CRISIL Liquid Debt TR INR.
Kotak Quarterly Interval Plan Series 12 (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 Quarterly Interval Plan Series 12 (G).
Frequently Asked Questions
What is Kotak Quarterly Interval Plan Series 12 (G)?
How to invest in Kotak Quarterly Interval Plan Series 12 (G)?
You can invest in Kotak Quarterly Interval Plan Series 12 (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 Quarterly Interval Plan Series 12 (G)?
The minimum sip amount for Kotak Quarterly Interval Plan Series 12 (G) is ₹0. You can invest in multiples of ₹5000.
Is Kotak Quarterly Interval Plan Series 12 (G) good to invest in?
As per Scripbox experts, Kotak Quarterly Interval Plan Series 12 (G) is a Not Reviewed Yet fund. You can investKotak Quarterly Interval Plan Series 12 (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 Quarterly Interval Plan Series 12 (G)?
The expense ratio of the Kotak Quarterly Interval Plan Series 12 (G) is % for regular plan.