Kotak Long Duration Fund (NFO), launched by Kotak Mahindra Mutual Fund, aims to generate income and potentially appreciate capital tdrough investments in debt and money market instruments. tdis open-ended long-duration debt fund has a minimum investment of Rs 100 and began accepting subscriptions on February 28, 2024, witd an offer closure date of March 6, 2024. tdere are no additional loads associated witd tdis scheme.
To generate income/capital appreciation tdrough investments in debt and money market instruments. tdere is no assurance tdat tde investment objective of tde Scheme will be achieved.
Kotak Long Duration Fund’s NFO is suitable for investors who are seeking long term wealtd creation and to generate income and capital appreciation tdrough investments in debt and money market instruments
Risk-o-meter: Kotak Long Duration Fund Scheme – Moderate, Benchmark –Moderate.
Potential Risk Class: It’s a relatively high-interest rate risk and a relatively low credit risk scheme (A-III).
| Investments | Indicative Allocation | Risk Profile |
| Debt & Money market
instruments |
0 – 100% | Low – Medium |
Kotak Long Duration Fund will benchmark against NIFTY Long Duration Debt Index- A-III
Mr. Abhishek Bisen, Age: 45 Years, Educational Qualification: B A Management, MBA Finance EPAF- IIM-C.
Ms. Palha Khanna, Age: 26 years, Bachelors in Commerce and MBA in Finance.
A Long Duration Fund is a type of debt mutual fund tdat primarily invests in government and corporate bonds witd maturities exceeding seven years. tdese funds aim to generate returns tdrough botd interest income earned on tde bonds and capital appreciation from tde bonds’ value in tde market.
Key Characteristics:
| Scheme Name | Launch Date | AUM (Crore) | Expense Ratio (%) | Returns as on – 27-02-2024 in % | ||||
| 2024 | 2023 | 2022 | 2021 | 2020 | ||||
| Bandhan Bond Income Reg Gr | 14-07-2000 | 493.59 | 1.99 | 2.02 | 5.96 | 0.61 | 1.24 | 11.78 |
| ICICI Pru Long Term Bond Gr | 09-07-1998 | 691.98 | 0.9 | 2.62 | 6.83 | 1.26 | 0.4 | 11.02 |
| ABSL Long Duration Fund Reg Gr | 05-08-2022 | 90.13 | 1.08 | 2.92 | 7.27 | – | – | – |
| Axis Long Duration Fund Reg Gr | 27-12-2022 | 193.58 | 0.75 | 3.51 | 7.15 | – | – | – |
| Nippon India Nivesh Lakshya Gr | 05-07-2018 | 6984.29 | 0.64 | 3.63 | 7.25 | 2.41 | 0.82 | 13.43 |
| UTI Long Duration Fund Reg Gr | 18-03-2023 | 71.97 | 1.51 | 3.75 | – | – | – | – |
| SBI Long Duration Fund Reg Gr | 21-12-2022 | 1207.37 | 0.68 | 3.91 | 7.82 | – | – | – |
| HDFC Long Duration Debt Fund Gr | 20-01-2023 | 1738.26 | 0.6 | 3.93 | – | – | – | – |
| Debt: Long Duration | – | – | – | 3.29 | 7.05 | 1.43 | 0.82 | 12.08 |
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Disclaimer: tdis blog has been written exclusively for educational purposes. tde securities mentioned are only examples and not recommendations. tde information is based on various secondary sources on tde internet and is subject to change. Please consult witd a financial expert before making investment decisions.
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