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Kotak FMP-252-1261D

Growth
DebtFixed Maturity Plans
Mid-size FundAssets Under Mgmt: ₹ 1,321 Cr
Moderately Low RiskPrinciple investment will be at moderately low risk
12.530.00 (-0.03%)

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Investment Checklist

Returns
Net Asset Value of Mutual Fund indicates its price and is based on the current prices of the stocks/assets in the fund. NAV is used in calculating returns from your Mutual Fund investments. Return over a period is calculated as the difference in sale date NAV and purchase date NAV upon purchase date NAV and converted to percentage.

Insufficient Data

Alpha
Alpha is the measure of an investment performance on a risk-adjusted price. It compares fund's risk adjusted performance to the benchmark index by taking the volatility of the fund as a factor. It tells the excess return of the investment relative to the return of the benchmark index.

Fund has outperformed its benchmark index

Expense Ratio
AMCs charge the investors an expense ratio to cover the fund’s operating expenses, which is expressed as a percentage of the fund’s average net assets. This directly reduces the fund’s returns to its shareholders, and, therefore, the value of the investment. Lower is always better!

Insufficient Data

Return vs FD Rates
Fixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If fund's return is lower than this rate, investors are better off investing the amount in a FD.

Insufficient Data

Red Flags
ASM and GSM lists are measures to safeguard investors against volatility and unjustified stock prices. Pledging holdings means taking loans against held promoter shares. Credit ratings tells about the quality of the debt instruments. Funds having stocks in ASM/GSM list, with high pledged promoter holding and debt intruments with low ratings should be handled with caution. Unsolicited tips are sometimes circulated to manipulate the market.

Credit rating of debt intruments is high and default probability is low

DebtFixed Maturity Plans
Mid-size FundAssets Under Mgmt: ₹ 1,321 Cr
Moderately Low RiskPrinciple investment will be at moderately low risk

Key Metrics

Expense RatioExpense Ratio
Tracking ErrorTracking Error
2.28%
BetaBeta
0.25
No LabelNo Label
0.70
AlphaAlpha
1.40
No LabelNo Label

About Fixed Maturity Plans

Fixed maturity plan funds are the debt funds. Investments in this funds can only be made during the new fund offering (NFO) as these funds are the close ended funds. They invest in debt instruments with the fixed maturity period.

Scheme Info

PlanPlan
Growth
Lock inLock in
0 yrs
Exit LoadExit Load
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 5,000
BenchmarkBenchmark
Crisil Composite Bond Fund Index

Tax Implications

Investment period < 3 years

Gains are added to taxable income and taxed according to the individual's income tax slab

Investment period > 3 years

Gains are taxed at 20% with indexation benefit

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment

Amt. (₹)

Expected growth rate

CAGR (%)

Investment period

Income range

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After indexation
Indexation is used to adjust the purchase price of an investment to reflect the effect of inflation on it
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Invested

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Returns (0%)

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You make

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AMC profile

Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.

  • No.of Schemes

    80

  • Total AUM

    ₹ 2,26,027.41 Cr.

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