Expense ratio, exit load and tax
Expense ratio: 0.03%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Fund management
Education
Mr. Dondapati has done MBA Finance
Experience
Prior to joining Kotak Mutual fund he has worked with Centurian Bank Of Punjab, Bajaj Capital Ltd.
Managed Schemes
Kotak Nifty Midcap 150 Index Fund Growth
Kotak Nifty Smallcap 50 Index Fund Growth
Kotak BSE Sensex Index Fund Growth
Kotak Nifty 100 Equal Weight Index Fund Growth
Kotak Nifty Alpha 50 Index Fund Growth
Kotak Nifty 50 Equal Weight Index Fund Growth
Kotak Nifty200 Value 30 Index Fund Growth
Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth
Kotak BSE PSU Index Fund Growth
Kotak Nifty 200 Momentum 30 Index Fund Growth
Kotak Nifty India Tourism Index Fund Growth
Kotak Nifty500 Momentum 50 Index Fund Growth
Kotak Nifty Midcap 50 ETF Growth
Kotak Nifty Midcap 50 Index Fund Growth
Kotak Nifty Commodities Index Fund Growth
Kotak Nifty Smallcap 250 Index Fund Growth
Kotak Nifty Top 10 Equal Weight Index Fund Growth
Kotak Nifty 200 Momentum 30 ETF Growth
Kotak Nifty PSU Bank Exchange Traded Fund
Kotak Nifty 100 Low Volatility 30 Index Fund Growth
Kotak Nifty 100 Low Volatility 30 ETF Growth
Kotak Nifty Financial Services Ex Bank Index Fund Growth
Kotak Nifty 200 Quality 30 Index Fund Growth
Kotak Nifty Alpha 50 ETF Growth
Kotak Nifty 50 Index Fund Growth
Kotak BSE Housing Index Fund Growth
Kotak NIFTY India Consumption ETF Growth
Education
Mr. Sonar is a Post Graduate Diploma in Management in Finance management
Experience
Prior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.
Managed Schemes
Kotak Nifty Midcap 150 Index Fund Growth
Kotak Nifty Smallcap 50 Index Fund Growth
Kotak BSE Sensex Index Fund Growth
Kotak Nifty 100 Equal Weight Index Fund Growth
Kotak Nifty Alpha 50 Index Fund Growth
Kotak Nifty 50 Equal Weight Index Fund Growth
Kotak Multi Asset Allocation Fund Growth
Kotak Nifty200 Value 30 Index Fund Growth
Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth
Kotak BSE PSU Index Fund Growth
Kotak Nifty 200 Momentum 30 Index Fund Growth
Kotak Nifty India Tourism Index Fund Growth
Kotak Nifty500 Momentum 50 Index Fund Growth
Kotak Nifty Midcap 50 ETF Growth
Kotak Nifty Midcap 50 Index Fund Growth
Kotak Nifty Commodities Index Fund Growth
Kotak Nifty Smallcap 250 Index Fund Growth
Kotak Nifty Top 10 Equal Weight Index Fund Growth
Kotak Nifty 200 Momentum 30 ETF Growth
Kotak Nifty PSU Bank Exchange Traded Fund
Kotak Nifty 100 Low Volatility 30 Index Fund Growth
Kotak Nifty 100 Low Volatility 30 ETF Growth
Kotak Nifty Financial Services Ex Bank Index Fund Growth
Kotak Nifty 200 Quality 30 Index Fund Growth
Kotak Nifty Alpha 50 ETF Growth
Kotak Nifty 50 Index Fund Growth
Kotak BSE Housing Index Fund Growth
Kotak NIFTY India Consumption ETF Growth