Kotak Gilt Fund-PF&Trust
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ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Fund has been able to generate better returns compared to other funds in the same category
Expense RatioExpense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category
Less expense ratio implies better returns over the long term
Return vs FD RatesIf fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD
Fund has not been able to generate better price return than bank FD
Red FlagsWe check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags
Total holdings with red flags is insignificant
Key Metrics
About Gilt - Short & Mid Term Fund
Gilt Funds are the debt funds. They only invest in bonds and fixed-interest-bearing securities issued by the government. These funds are less risky since they invest solely in goverment securities. The underlying securities will have short or mid term maturity period.
PeersCompare with peers
SBI Magnum Gilt Fund
ICICI Pru Gilt Fund
IDFC G-Sec-Invest
HDFC Gilt Fund
Nippon India Gilt Securities-DMDO
Scheme Info
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. (₹)
Investment period (years)
Invested
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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
59
Total AUM
₹ 2,69,617.29 Cr.
ReturnsFund's average annual rolling returns over the last three years is compared against the funds from the same category
Fund has been able to generate better returns compared to other funds in the same category