Kotak Gilt Invest – PF & Trust Plan – Direct Growth
100
Min SIP
100
Min Lumpsum
0.42 %
Expense Ratio
Rating
2,473
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 8.1% | 5.7% | 8.7% | 8.3% | ||||
| Category Average | 18.2% | 21.6% | 13.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
GSEC2033
GSEC2031
TREPS
Haryana 2032
Net CA & Others
Others
Advance Ratio
4.52
Alpha
0.82
SD
0.08
Beta
2.1
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
To generate risk free returns through investments in sovereign securities issued by the central government and / or state government and reverse repos in such securities
Fund Managers
Abhishek Bisen
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Debt .
- Gilt .
-
- 4,163
-
8.6%Fund Size - 4,163
-
6.2%Fund Size - 4,163
-
8.6%Fund Size - 4,163
-
- Debt .
- Gilt .
-
- 7,195
-
8.1%Fund Size - 7,195
-
5.8%Fund Size - 7,195
-
8.8%Fund Size - 7,195
-
- Debt .
- Gilt .
-
- 2,473
-
8.1%Fund Size - 2,473
-
5.7%Fund Size - 2,473
-
8.7%Fund Size - 2,473
-
- Debt .
- Gilt .
-
- 1,401
-
7.4%Fund Size - 1,401
-
4.8%Fund Size - 1,401
-
8.4%Fund Size - 1,401
-
- Debt .
- Gilt .
-
- 862
-
8%Fund Size - 862
-
4.6%Fund Size - 862
-
7.4%Fund Size - 862
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
Frequently Asked Questions
How to invest in Kotak Gilt Invest – PF & Trust Plan – Direct Growth ?
You can invest in Kotak Gilt Invest – PF & Trust Plan – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Gilt Invest – PF & Trust Plan – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Kotak Gilt Invest – PF & Trust Plan – Direct Growth ?
The NAV of Kotak Gilt Invest – PF & Trust Plan – Direct Growth is ₹96.3 as of 29 September 2023.
How to redeem Kotak Gilt Invest – PF & Trust Plan – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Kotak Gilt Invest – PF & Trust Plan – Direct Growth?
The minimum SIP amount of Kotak Gilt Invest – PF & Trust Plan – Direct Growth is ₹100
How can I redeem my investments in Kotak Gilt Invest – PF & Trust Plan – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Gilt Invest – PF & Trust Plan – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Gilt Invest – PF & Trust Plan – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have Kotak Gilt Invest – PF & Trust Plan – Direct Growth generated ?
The Kotak Gilt Invest – PF & Trust Plan – Direct Growth has delivered 8.3% since inception
What is the expense ratio of Kotak Gilt Invest – PF & Trust Plan – Direct Growth ?
The expense ratio of Kotak Gilt Invest – PF & Trust Plan – Direct Growth is 0.42 % as of 29 September 2023.
What is the AUM of Kotak Gilt Invest – PF & Trust Plan – Direct Growth?
The AUM of Kotak Gilt Invest – PF & Trust Plan – Direct Growth is ₹3,12,371 Cr as of 29 September 2023
What are the top stock holdings of Kotak Gilt Invest – PF & Trust Plan – Direct Growth?
The top stock holdings of Kotak Gilt Invest – PF & Trust Plan – Direct Growth are
- GSEC2033 - 45.91%
- GSEC2026 - 10.49%
- GSEC2029 - 8.75%
- GSEC2027 - 8.4%
- GSEC2031 - 4.26%
Can I make investments in both the SIP and Lump Sum schemes of Kotak Gilt Invest – PF & Trust Plan – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Kotak Gilt Invest – PF & Trust Plan – Direct Growth based on your investment objective and risk tolerance.