Kotak Bond Reg Qtrly IDCW-R

Kotak Bond Reg Qtrly IDCW-R Fund Details and Key Information

Kotak Bond Reg Qtrly IDCW-R is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹1811.30 Cr

• Expense Ratio: 1.65%

• Cash Holding: 7.76%

• Plan Type: Dividend

• Benchmark: NIFTY Medium to Long Dur Debt TR INR

• Launch Date: 1999-12-10

• Exit Load: 0.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Kotak Bond Reg Qtrly IDCW-R Returns and Performance

Kotak Bond Reg Qtrly IDCW-R has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 1.54%

• 3 Months: 2.06%

• 6 Months: 4.73%

• 1 Year: 5.89%

• 3 Years: 0.29%

• 5 Years: 0.31%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Kotak Bond Reg Qtrly IDCW-R Risk Level and Volatility

Understanding risk is important before investing. Kotak Bond Reg Qtrly IDCW-R falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Moderate Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Kotak Bond Reg Qtrly IDCW-R Portfolio Allocation

The asset allocation of Kotak Bond Reg Qtrly IDCW-R shows how investments are distributed across asset classes.

• Equity Allocation: 4.70%

• Cash Allocation: 7.76%

This allocation plays a key role in determining the fund’s risk and return profile.

Kotak Bond Reg Qtrly IDCW-R Sector Allocation

Kotak Bond Reg Qtrly IDCW-R diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Financial Services: 0.45%

• Industrials: 4.26%

Sector allocation data helps investors understand which industries the fund is focusing on.

Kotak Bond Reg Qtrly IDCW-R Fund House

Kotak Bond Reg Qtrly IDCW-R is managed by:

AMC Name: Kotak Mahindra Asset Management Co Ltd

A strong fund house with a proven track record can improve investor confidence.

Kotak Bond Reg Qtrly IDCW-R Minimum Investment

Investors can start investing in Kotak Bond Reg Qtrly IDCW-R with:

Minimum Investment: ₹100

This makes the fund accessible for both beginners and experienced investors.