NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Kotak Dynamic Bond Plan Growth for NRI [35.82]

Min Investment

100

Fund Size

2,876.86 Cr

Expense Ratio

1.3%

Exit Load

0%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

35.82

-0.18%

NAV as on 13 Nov 24, 12:00 AM

moderately high risk

dynamic bond

debt

NAV as on 13 Nov 24, 12:00 AM

moderately high risk

dynamic bond

debt

10.28%p.a.

Last 1Y

5.90%p.a.

Last 3Y

6.66%p.a.

Last 5Y

8.08%p.a.

Since Inception

About Kotak Dynamic Bond Plan Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Kotak Dynamic Bond Plan Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Dynamic Bond mutual fund scheme that predominantly invests in Dynamic Bond stocks of companies. Launched on May 2008, Kotak Dynamic Bond Plan Growth is Dynamic Bond fund of its category with 2,876.86 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Dynamic Bond funds.

  • Kotak Dynamic Bond Plan Growth delivered 10.3% annual returns during the last year. It has delivered 8.1% average annual returns since the fund was launched.
  • Kotak Dynamic Bond Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in debt

Fund Objective

The investment objective of the Scheme is to maximise returns through an active management of a portfolio of debt and money market securities. There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Top 10 Holdings

7.30 Goi 19062053

43.51%

7.10%Goi 08/04/2034

8.75%

7.25% Govt Stock 2063

8.14%

Muthoot Finance Limited

5.28%

7.46% Govt Stock 2073

3.72%

HDFC Bank Limited

3.00%

Embassy Office Parks REIT

2.95%

7.34% Govt Stock 2064

2.85%

HDFC Bank Limited

2.66%

TATA Steel Limited

2.64%

Fund Managers

  1. Deepak Agrawal (Nov 2012 - Present)
  2. Abhishek Bisen (Nov 2022 - Present)

Key Information

View Scheme Document

Kotak Dynamic Bond Plan Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Kotak Dynamic Bond Plan Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Kotak Dynamic Bond Plan Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Dynamic Bond Plan Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions