Kotak Mahindra Mutual Fund - Fund Manager
Qualification: Post Graduate in Commerce from Mumbai University, a Qualified Chartered account and a Company Secretary. Also Cleared AIMR CFA Level I. Experience:Started his career with the AMC in September 2000 and moved to Debt Fund Management Team as research analyst in September 2001 and performed the role of dealer from October 2004. Since November 2006, Mr. Agarwal was Fund Manager in the debt fund management team.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Kotak Banking and PSU Debt Fund - Direct (G) | Debt: Banking and PSU | 5747.06 |
Kotak Banking and PSU Debt Fund (G) | Debt: Banking and PSU | 5747.06 |
Kotak Bond - Short Term Fund - Direct (G) | Debt: Short Duration | 18310.36 |
Kotak Bond - Short Term Fund (G) | Debt: Short Duration | 18310.36 |
Kotak Corporate Bond Fund-Dir(G) | Debt: Corporate Bond | 18909.15 |
Kotak Corporate Bond Fund-Regular (G) | Debt: Corporate Bond | 18909.15 |
Kotak Credit Risk Fund - Direct (G) | Debt: Credit Risk | 725.07 |
Kotak Credit Risk Fund (G) | Debt: Credit Risk | 725.07 |
Kotak Dynamic Bond Fund - Direct (G) | Debt: Dynamic Bond | 2792.79 |
Kotak Dynamic Bond Fund - Regular (G) | Debt: Dynamic Bond | 2792.79 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Reverse Repo / Treps / CCIL | 6.04% |
| Punjab National Bank | 3.23% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT | 3.05% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA | 2.59% |
| REC LTD | 2.12% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Kotak Banking and PSU Debt Fund - Direct (G) | 0.14% | 1.93% | 2.64% | 8.02% | 7.9% | 6.44% | 8.19% |
| Kotak Banking and PSU Debt Fund (G) | 0.11% | 1.84% | 2.46% | 7.64% | 7.48% | 6.01% | 7.32% |
| Kotak Bond - Short Term Fund - Direct (G) | 0.23% | 1.63% | 2.55% | 8.05% | 7.98% | 6.38% | 8.05% |
| Kotak Bond - Short Term Fund (G) | 0.17% | 1.44% | 2.18% | 7.26% | 7.15% | 5.54% | 7.35% |
| Kotak Corporate Bond Fund-Dir(G) | 0.15% | 1.62% | 2.62% | 8.12% | 8% | 6.42% | 8.03% |
| Kotak Corporate Bond Fund-Regular (G) | 0.12% | 1.54% | 2.45% | 7.76% | 7.64% | 6.06% | 7.71% |
| Kotak Credit Risk Fund - Direct (G) | 0.27% | 2.27% | 4.23% | 9.89% | 8.49% | 6.81% | 8.31% |
| Kotak Credit Risk Fund (G) | 0.19% | 2.04% | 3.75% | 8.88% | 7.47% | 5.78% | 7.42% |
| Kotak Dynamic Bond Fund - Direct (G) | -0.22% | 1.48% | 1.2% | 5.76% | 7.81% | 6.24% | 8.61% |
| Kotak Dynamic Bond Fund - Regular (G) | -0.28% | 1.29% | 0.83% | 4.97% | 6.93% | 5.37% | 7.87% |
Fund Performance
Sector Weights
-
Aum Movement
Fund Manager History
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