- Mutual Funds
- Kotak Mutual Fund
- Kotak Quarterly Interval Plan Series 13 (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.1862
NAV (May 30)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 1.9% |
6 Month CAGR | NA |
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 (5y ago) | Feb 27, 2019 |
AUM in Crores | 26.208 |
ISIN | INF174KA1CH3 |
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 13 (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
14.1%reliance industries limited
11.4%housing development finance corporation limited
11.4%tata capital housing finance limited
11.4%godrej properties limited
11.4%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.2% | 8.4% | ||
11.8% | 12.8% | ||
- | 5% | ||
14.2% | 8.4% | ||
14.2% | 8.4% |
Kotak Quarterly Interval Plan Series 13 (G) Review
Kotak Quarterly Interval Plan Series 13 (G) is a Liquid Debt fund and has delivered an annualised return of 1.9% 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 13 (G) as of 5/30/2019 is ₹10.19 with the total AUM as of 4/19/2024 is ₹26.208. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Quarterly Interval Plan Series 13 (G) was launched on Feb 27, 2019. The category risk of the fund is Low to Moderate Risk.
The minimum SIP amount for Kotak Quarterly Interval Plan Series 13 (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 13 (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 13 (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 13 (G).
Frequently Asked Questions
What is Kotak Quarterly Interval Plan Series 13 (G)?
How to invest in Kotak Quarterly Interval Plan Series 13 (G)?
You can invest in Kotak Quarterly Interval Plan Series 13 (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 13 (G)?
The minimum sip amount for Kotak Quarterly Interval Plan Series 13 (G) is ₹0. You can invest in multiples of ₹5000.
Is Kotak Quarterly Interval Plan Series 13 (G) good to invest in?
As per Scripbox experts, Kotak Quarterly Interval Plan Series 13 (G) is a Not Reviewed Yet fund. You can investKotak Quarterly Interval Plan Series 13 (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 13 (G)?
The expense ratio of the Kotak Quarterly Interval Plan Series 13 (G) is % for regular plan.