Mutual Funds

Kotak Quarterly Interval Plan Series13- Regular Plan- Growth

Kotak Mahindra Mutual FundRetirementHigh Risk
₹10.19+0.00 (+0.04%)

NAV as on 2019-05-30 · Equity · Retirement

AUM

₹26 Cr

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Expense

-

Risk

High

Kotak Quarterly Interval Plan Series13- Regular Plan- Growth
₹10.19+0.04%

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Since Inception

+0.2%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹10.02
₹10.19

100% from 52W low

Fund Information

RetirementEquitySince 07-03-2019

Fund House

Kotak Mahindra Mutual Fund

Category

Equity - Retirement

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash100.0%

Market Cap Split

Top Holdings

10 stocks
Weight1M Change
1

Triparty Repo

14.12%0.0%
2

GODREJ PROPERTIES LIMITED

11.42%0.0%
3

MUTHOOT FINANCE LIMITED

11.42%0.0%
4

NABHA POWER LIMITED

11.41%0.0%
5

HOUSING DEVELOPMENT FINANCE CORPORATION LIMITED

11.41%0.0%
6

RELIANCE INDUSTRIES LIMITED

11.40%0.0%
7

TATA CAPITAL HOUSING FINANCE LIMITED

11.39%0.0%
8

SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA

8.73%0.0%
9

PUNJAB NATIONAL BANK

8.36%0.0%
10

Net Receivables

0.35%0.0%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Kotak Qt Intrvl Ser 13 Reg Gr26----
HDFC Liquid Gr67,8500.31+6.2%+6.9%+6.0%
SBI Liquid Instl Gr57,8910.28+6.2%+6.9%+5.9%
ICICI Pru Liquid Gr53,7380.31+6.2%+6.9%+6.0%
Aditya BSL Liquid DAP Gr51,8380.35+6.6%+7.2%+6.1%
Kotak Liquid Reg Gr42,7460.31+6.2%+6.9%+5.9%
Tata Liquid Reg Gr33,5510.31+6.2%+6.9%+6.0%
Nippon India Liquid Gr32,7360.33+6.2%+6.9%+6.0%
Axis Liquid Gr30,1880.21+6.3%+7.0%+6.0%
DSP Liquidity Reg Gr21,0580.22+6.3%+6.9%+6.0%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹26 Cr
Expense Ratio-
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings10

Risk-o-Meter

Low

Moderate

High

Very High

Rated as High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.