KOKotak MFGrowth

Kotak Dynamic Fund of Funds Scheme - Growth

Equity OrientedFoFs (Domestic) - Equity OrientedBenchmark: CRISIL Hybrid 35+65 - Aggressive Index
NAV · 31 Mar 2008₹18.70-0.38%
AUM₹18 Cr
Expense Ratio0.75%
CAGR
Exit Load0%
Min SIP
Launched

Investment Objective

The scheme will allocate investments dynamically between diversified large cap equity schemes and liquid schemes. A large cap equity scheme would be defined as one which has invested on an average 70% or more of its portfolio in shares of Large Cap Companies (market capitalisation of more than Rs.1500 crores

Asset Allocation
Other100.0%
Fund Managers
SP
Sajit Pisharodi
Fund Manager
Key Information
0.75%
₹5,000
0%
Nil
Inception
AMCKotak MF
Top Holdings
1Kotak Liquid Institutional Premium Plan 15.69%
2HSBC Cash Fund Institutional Plus 14.27%
3Birla Cash Plus Institutional Premium Plan 14.27%
4Tata Liquid Super High Investment Plan 14.27%
5HDFC Liquid Fund Premium Plus 14.27%
6Tata Pure Equity Fund 4.72%
7HSBC Equity Fund 4.69%
8HDFC Top 200 Fund 4.67%
9Kotak 30 4.66%
10Birla Advantage Fund 4.66%
Sector Allocation
Other100.0%
Trailing Returns
PeriodReturns
1 Day-0.38%
Risk Metrics

Risk metrics are not available for this fund.

Fees
0.75%
0%
Nil
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme