Kotak Long Term Fund

AMC: KOTAKMAHINDRAMF Low Risk Debt Long Duration

📊 Quick Summary Of This Page

Kotak Long Term Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
0.50%
Expense Ratio
Mr. Abhishek Bisen
Fund Manager
Growth
Plan Type
28 Feb 2024
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

Kotak Long Term Fund does not yet have a 5-year performance history.

The average return for Long Duration funds is 34.52% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 2.66% 1.25%
2 Year Return N/A 9.87%
3 Year Return N/A 17.81%
4 Year Return N/A 28.04%
5 Year Return N/A 34.52%
6 Year Return N/A 44.83%
7 Year Return N/A 60.08%
Expense Ratio 0.50% -
NAV History
Fund Information

AMC: KOTAKMAHINDRAMF

Category: Debt • Long Duration

Launch Date: 28 Feb 2024

Fund Manager: Mr. Abhishek Bisen

Minimum Purchase: ₹100

Exit Load:

Lock-in: 0

Risk: Low Risk

About This Fund

Kotak Long Term Fund is managed by KOTAKMAHINDRAMF and belongs to the Debt category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Kotak Long Term Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Kotak Long Term Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Kotak Long Term Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Kotak Long Term Fund, based on the latest portfolio data.

Kotak Long Term Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Kotak Long Term Fund is , which represents the annual cost charged for managing the fund.

Kotak Long Term Fund manages assets worth approximately , representing the total investor capital under management.

Kotak Long Term Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Kotak Long Term Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Kotak Long Term Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Kotak Long Term Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Kotak Long Term Fund and making investment decisions.

Yes, Kotak Long Term Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Kotak Long Term Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Kotak Long Term Fund to estimate returns and wealth creation over different time periods.