Kotak Capital Protection Oriented Scheme Series 3 Regular-IDCW

Fund Card

Value Research Rating

Unrated

Our Opinion

₹10.0000

As on 25-Apr-2019

Returns

Calculate SIP Returns of Kotak Capital Protection Oriented Scheme Series 3 Regular-IDCW

Upfront Investment

Monthly SIP Amount

Investment Duration

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Risk

This fund has risk.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

As per SEBI's Riskometer.

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Portfolio of Kotak Capital Protection Oriented Scheme Series 3 Regular-IDCW

Asset Allocation

Market Cap Weightage

We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Portfolio Breakdown

Peer Comparison

Fund name	Risk		Expense Ratio (%)
SBI Conservative Hybrid Fund Invest Online	High	loading...	1.50
Parag Parikh Conservative Hybrid Fund - Regular Plan Invest Online	Moderately High	loading...	0.62
ICICI Prudential Regular Savings Fund Invest Now	High	loading...	1.67
HDFC Hybrid Debt Fund - Regular Plan Invest Online	Moderately High	loading...	1.67
Aditya Birla Sun Life Regular Savings Fund - Regular Plan Invest Online	Moderately High	loading...	1.80

Detailed Comparison

Other details of Kotak Capital Protection Oriented Scheme Series 3 Regular-IDCW

Assets

Exit Load (Days)

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

More Details

About Kotak Capital Protection Oriented Scheme Series 3 Regular-IDCW

Kotak Capital Protection Oriented Scheme Series 3 Regular-IDCW is a hybrid mutual fund scheme of Kotak Mahindra Mutual Fund. Launched on March 03, 2016, it is currently managed by . The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.

The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.

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FAQ for Kotak Capital Protection Oriented Scheme Series 3 Regular-IDCW

How to Invest in Kotak Capital Protection Oriented Scheme Series 3 Regular-IDCW?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Kotak Capital Protection Oriented Scheme Series 3 Regular-IDCW through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Kotak Capital Protection Oriented Scheme Series 3 Regular-IDCW can be bought from the Kotak Mahindra Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.