Kotak Gilt – Invest 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
2.11
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 a state Government and/or reverse repos in such securities. A portion of the fund may be invested in the inter-bank money market in order to meet the liquidity requirements of the scheme
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 .
-
- 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
-
- Debt .
- Gilt .
-
- 537
-
7.1%Fund Size - 537
-
4.6%Fund Size - 537
-
7.5%Fund Size - 537
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 Plan – Direct Growth ?
You can invest in Kotak Gilt – Invest 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 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 Plan – Direct Growth ?
The NAV of Kotak Gilt – Invest Plan – Direct Growth is ₹94.1 as of 29 September 2023.
How to redeem Kotak Gilt – Invest 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 Plan – Direct Growth?
The minimum SIP amount of Kotak Gilt – Invest Plan – Direct Growth is ₹100
How can I redeem my investments in Kotak Gilt – Invest 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 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 Plan – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have Kotak Gilt – Invest Plan – Direct Growth generated ?
The Kotak Gilt – Invest Plan – Direct Growth has delivered 8.3% since inception
What is the expense ratio of Kotak Gilt – Invest Plan – Direct Growth ?
The expense ratio of Kotak Gilt – Invest Plan – Direct Growth is 0.42 % as of 29 September 2023.
What is the AUM of Kotak Gilt – Invest Plan – Direct Growth?
The AUM of Kotak Gilt – Invest Plan – Direct Growth is ₹3,12,371 Cr as of 29 September 2023
What are the top stock holdings of Kotak Gilt – Invest Plan – Direct Growth?
The top stock holdings of Kotak Gilt – Invest 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 Plan – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Kotak Gilt – Invest Plan – Direct Growth based on your investment objective and risk tolerance.