Kotak Medium Term Fund (G) Mutual fund

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Kotak Medium Term Fund (G)

Q: How to Invest in Kotak Medium Term Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Kotak Medium Term Fund good?

The Kotak Medium Term Fund has an AUM of ₹1828.07 Cr as on 12/10/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 6.21%. The risk is Moderate against the category average of 19.8.

Q: Is Kotak Medium Term Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on debt funds: Debt funds are those schemes that invest at least 65% of their corpus in SEBI-regulated debt instruments. For investments made after April 1, 2023, capital gains from debt funds are added to individual’s income and taxed at the relevant slab rate, irrespective of holding period.

Q: What is the lock-in period of Kotak Medium Term Fund?

There is no lock-in period applicable on Kotak Medium Term Fund.

Q: What is the expense ratio of Kotak Medium Term Fund?

The expense ratio of Kotak Medium Term Fund is 1.63%.

Debt

●

Medium Duration

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Fund Details

Current NAV

₹21.70

Expense Ratio

1.63%

Min SIP

₹100

Fund Size

₹1828Cr

Min Investment

₹100

Lock In

NA

Scheme Information Document

Exit load: Nil

Fund Performance

Alpha

-0.93%

Beta

0.05

Sharpe Ratio

-0.4494

Risk

1.61%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Kotak Medium Term Fund (G) FAQs

Q1. How to Invest in Kotak Medium Term Fund through Rupeezy?

Q2. Is Kotak Medium Term Fund good?

Q3. Is Kotak Medium Term Fund tax free?

Q4. What is the lock-in period of Kotak Medium Term Fund?

Q5. What is the expense ratio of Kotak Medium Term Fund?

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Astha Credit & Securities Pvt Ltd
NSE, BSE & MCX Sebi Reg No:
INZ000187932

For any grievance contact:
grievance@rupeezy.in
0755-4268599

Membership ID:
NSE - 12227 BSE-6844 MCX - 40000
NSDL-IN303420 CDSL-94500

For cyber attack incident reporting:
gyanesh@rupeezy.in
9669695615

CIN:
U65929MP2003PTC016241

SEBI RA Registration:
INH000013332

SEBI Depository Participant Reg No:
IN-DP-611-2021

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Attention Investors:

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Awareness regarding guidelines regarding margin collection:

Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020
Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge
Pay 20% upfront margin of the transaction value to trade in cash market segment
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All investors are requested to take note that 6 KYC attributes i.e. Name, PAN, Address, Mobile Number, Email id and Income Range have been made mandatory. Investors availing custodian services will be additionally required to update the custodian details.
The last date to update KYC is on or before March 31, 2022.
Thereafter non-compliant trading accounts will be blocked for trading by the Exchange.
The non-compliant demat accounts will be frozen for debits by Depository Participant or Depository.
On submission of the necessary information to the stockbroker and updation of the same by the stockbroker in the Exchange systems and approval by the Exchange, the blocked trading accounts shall be unblocked by the Exchange on T+1 trading day.
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To ensure smooth settlement of trades, the investors are requested to ensure that both the trading and demat accounts are compliant with respect to the KYC requirement.
The investors are hereby requested to comply with the regulatory guidelines issued by Exchanges and Depositories from time to time with regard to KYC compliance and related requirements.

Disclaimer:

Investment in the securities market is subject to market risks, read all the related documents carefully before investing.
Brokerage will not exceed SEBI prescribed limit.
Please refer to the Risk Disclosure Document issued by SEBI and go through the Rights and Obligations and Do's and Don'ts issued by Stock Exchanges and Depositories before trading on the Stock Exchanges.
For commodities derivatives please note that Commodities Derivatives are highly leveraged instruments.
Before investing in the asset class consider your investment objectives, level of experience and risk appetite carefully.
Mutual fund investments are subject to market risks, read all scheme related documents carefully. Mutual Funds are not an approved product of the Exchanges and any dispute related to this will not be dealt at Exchange platform. ACSPL is a Mutual fund distributor/s registered for Mutual Funds.

Client Bank account Details:

Sr. No	Name of Bank Account	Bank Account Number	IFSC Code
1	ASTHA CREDIT AND SECURITIES P LTD - USCNBA A/c	00620340000150	HDFC0000062

*Investors are requested to note that Stock broker Astha Credit and Securities Private Limited is permitted to receive/pay money from/to investor through designated bank accounts only named as client bank accounts. Stock broker Astha Credit and Securities Private Limited is also required to disclose these client bank accounts to Stock Exchange. Hence, you are requested to use following client bank accounts only for the purpose of dealings in your trading account with us. The details of these client bank accounts are also displayed by Stock Exchanges on their website under “Know/ Locate your Stock Broker.

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