Kotak Bond Fund - Regular Plan - Standard IDCW Option

Kotak Bond Fund - Regular Plan - Standard IDCW Option is a scheme launched by Kotak Mutual Fund on December 05, 2001, and falls under the Medium to Long Duration fund category. It currently manages an AUM of Rs 2,061.06 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.65% for managing the portfolio.

• Investing Strategy:

  The investment objective of the Scheme is to create a portfolio of debt instruments such as bonds, debentures, Government Securities and money market instruments, including repos in permitted securities of different maturities, so as to spread the risk across different kinds of issuers in the debt markets.

• Performance:

  Kotak Bond Fund - Regular Plan - Standard IDCW Option trailing returns over different times are 5.54% (1 year), 6.74% (3 year) and 5.37% (5 year). The average annual return of this fund stands at 4.08%.