Kotak Medium Term Fund - Standard Income Distribution cum capital withdrawal option

Kotak Medium Term Fund - Standard Income Distribution cum capital withdrawal option is a scheme launched by kotak Mutual Fund on March 21, 2014, and falls under the Medium Duration fund category. It currently manages an AUM of Rs 1,832.1 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 1.63% for managing the portfolio.

• Investing Strategy:

  To generate regular income and capital appreciation by investing in a portfolio of medium term debt and money market instruments.

• Performance:

  Kotak Medium Term Fund - Standard Income Distribution cum capital withdrawal option trailing returns over different times are 8.38% (1 year), 7.66% (3 year) and 5.85% (5 year). The average annual return of this fund stands at 6.56%.