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Kotak Floating Rate Fund-Regular Plan-Growth Option

  • Debt
  • Floater
  • Low to Moderate
  • Current NAV

    ₹1356.16 0.2132%

    18-03-2024
  • Annual Returns

    7.48%

  • Min. SIP ₹100

    Min. Investment ₹100

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Calculate SIP Returns of Kotak Floating Rate Fund-Regular Plan-Growth Option

Monthly SIP Target Amount

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Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 0.23% 0.23% 0.06%
1M 0.67% 0.71% 0.82%
3M 1.82% 1.97% 2.88%
6M 3.3% 3.45% 4.34%
1Y 7.48% 7.73% 9.05%
2Y 5.87% 6.32% 6.79%
3Y 5.98% 5.65% 6.35%
5Y 0% 6.44% 7.72%
ALL 6.48% 6.48% 8.75%

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Risk scale

Low to Moderate

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Fund Managers

Deepak Agrawal
Deepak Agrawal

Fund Manage - 14

Total AUM. - 154727Cr.

Palha Khanna
Palha Khanna

Fund Manage - 19

Total AUM. - 165698Cr.

Manu Sharma
Manu Sharma

Fund Manage - 6

Total AUM. - 70545Cr.

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Portfolio Analysis

Debt96.34% Others3.38%

Market Cap

Top 5 Sectors

Financial

Sovereign

Communication

Energy

Capital Goods

Top 5 Companies

GOI% 22/09/2033

HDFC Bank Ltd.% 30/09/2024

Power Finance Corporation Ltd.% 02/08/2024

7.5% National Bank For Agriculture & Rural Development 17/12/2025

7.25% National Bank For Agriculture & Rural Development 01/08/2025

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From

Kotak Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
Kotak Multicap Fund-Regular Plan-Growth -3.3% 7.3% 20.22% 55.26% 0%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option -0.21% 11.64% 25.8% 54.93% 0%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth 0.03% 6.35% 16.39% 47.3% 0%
Kotak India EQ Contra Fund - Growth -2.09% 6.67% 19.84% 46.63% 19.15%
Kotak Manufacture in India Fund - Regular Plan IDCW Option -0.07% 8.37% 14.07% 43.48% 0%
Kotak Manufacture in India Fund - Regular Plan Growth -0.07% 8.37% 14.07% 43.48% 0%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth -0.6% 8.41% 16.11% 42.9% 22.53%
Kotak Pioneer Fund- Regular Plan- Growth Option -0.02% 4.54% 12.75% 41.75% 0%
Kotak Equity Opportunities Fund - Growth -0.26% 4.91% 11.85% 38.49% 18.63%
See More About Kotak Mutual Fund

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Frequently Asked Questions

What is the current NAV of Kotak Floating Rate Fund-Regular Plan-Growth Option?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Kotak Floating Rate Fund-Regular Plan-Growth Option as of 18-03-2024 is 1356.159.

What is the expense ratio of Kotak Floating Rate Fund-Regular Plan-Growth Option?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of Kotak Floating Rate Fund-Regular Plan-Growth Option?

Kotak performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of Kotak Floating Rate Fund-Regular Plan-Growth Option?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Kotak Floating Rate Fund-Regular Plan-Growth Option is Rs 4490.41 Crs.

Is Kotak Floating Rate Fund-Regular Plan-Growth Option a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in Kotak Floating Rate Fund-Regular Plan-Growth Option?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of Kotak Floating Rate Fund-Regular Plan-Growth Option?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Sovereign, Communication, Energy, Capital Goods.

How to start online SIP in Kotak Floating Rate Fund-Regular Plan-Growth Options?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in Kotak Floating Rate Fund-Regular Plan-Growth Option?

Redeeming your investments in Kotak Floating Rate Fund-Regular Plan-Growth Option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Deepak Agrawal, Manu Sharma, Palha Khanna, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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