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Kotak Wealth Builder - Series 1(D)

11.898 0 (0.03%)

NAV as on 02 Mar, 2010

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  N.A

N.A

FUND FAMILY : Kotak Mahindra Mutual Fund FUND CLASS :
OR
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Returns (NAV as on 02 Mar, 2010)

Period Returns (%) Rank #
1 mth 8.5 -
3 mth 15.6 -
6 mth 42.3 -
1 year 91.1 -
2 year 33.8 -
3 year 32.9 -
5 year 18.2 -

# Moneycontrol Rank within 30 Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2010 0.4 - - - 0.4
2009 -0.2 1.8 -1.7 -0.5 0.4
2008 4.2 0.7 0.8 7.4 13.3
2007 -0.6 0.6 2.6 1.4 4.2

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average ()

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 8.5 15.6 42.3 91.1 33.8 32.9 18.2
Category avg 0.2 5.2 7.8 25.2 12.3 22.1 --
Difference of Fund returns and Category returns 8.3 10.4 34.5 65.9 21.5 10.8 --
Best of category 0.2 5.2 7.8 25.2 12.3 22.1 --
Worst of category 0.00 0.00 0.00 0.00 0.00 0.00 0.00

Investment Info

Investment Objective

Kotak Wealth Builder Series 1 is a close ended debt scheme with 36 months maturity CRISIL AAA (so) scheme. The objective of the scheme is to generate income by investing in the Debt & Money Market instruments and to generate capital appreciation by investing in equity derivatives

Scheme details

Fund Type Close-Ended
Investment Plan Dividend
Launch date Jan 31, 2007
Benchmark N.A
Asset Size (Rs cr) 1.91 (Mar-31-2010)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Sajit Pisharodi ~ Abhishek Bisen
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments N.A.

Contact Details

Regd. Office 5A, 5th Floor, Bhaktawar, 229 Nariman Point, Mumbai, 400021
Tel. No. 91 22 6638 4444
Fax No. 91 22 6638 4455
Email mutual@kotak.com
Website http://www.kotakmutual.com

Peer Comparison

Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Sundaram Capex Oppor.- IP (G) Not Ranked
0.32 0.0 0.0 -- -- --
Mirae Ultra STBF - SIP (G) Not Ranked
257.04 0.0 0.0 -- -- --
Mirae Liquid Fund - SIP (G) Not Ranked
231.07 0.0 0.0 -- -- --
HSBC Income (IP)-Inst Plan (G) Not Ranked
2.70 0.0 0.0 -- -- --
Sundaram Media&Ent. Opp-IP (G) Not Ranked
0.00 5.2 7.8 25.2 22.1 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 30, 08)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (May 30, 08)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(May 30, 08)

Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.00

View All

Sector (%)
Top 3 N.A.

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