Kotak Gilt-Investment Regular-Growth

Kotak Gilt-Investment Regular-Growth is a scheme launched by Kotak Mutual Fund on December 29, 1998, and falls under the Gilt fund category. It currently manages an AUM of Rs 3,770.81 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 1.48% for managing the portfolio.

• Investing Strategy:

  The objective of the Plan is to generate risk-free returns through investments in sovereign securities issued by the Central Government and/or State Government(s) and/or any security unconditionally guaranteed by the Government of India, and/or reverse repos in such securities as and when permitted by RBI. A portion of the fund may be invested in Reverse repo, CBLO and/or other similar instruments as may be notified to meet the day-to-day liquidity requirements of the Plan.

• Performance:

  Kotak Gilt-Investment Regular-Growth trailing returns over different times are 2.69% (1 year), 6.12% (3 year) and 5.07% (5 year). The average annual return of this fund stands at 1.72%.