KOTAK DEBT HYBRID-QUARTERLY DIV PAYOUT OPT

KOTAK DEBT HYBRID-QUARTERLY DIV PAYOUT OPT is a scheme launched by kotak Mutual Fund on December 02, 2003, and falls under the Conservative fund category. It currently manages an AUM of Rs 3,072 crore. The fund permits investments with a minimum SIP of Rs 1000 and a lump sum of Rs 5000. It charges an expense ratio of 2% for managing the portfolio.

• Investing Strategy:

  The investment objective of the Scheme is to enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments. By investing in debt securities, the Scheme will aim at generating regular returns, while enhancement of return is intended through investing in equity and equity related securities. The Scheme may also use various derivative and hedging products from time to time, in the manner permitted by SEBI. There is no assurance that the investment objective of the Schemes will be realised.

• Performance:

  KOTAK DEBT HYBRID-QUARTERLY DIV PAYOUT OPT trailing returns over different times are NA% (1 year), NA% (3 year) and NA% (5 year). The average annual return of this fund stands at NA%.