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Kotak Flexi Debt
(Open Ended Debt Scheme)
 
Kotak Flexi Debt is an income scheme and seeks to maximize returns through active management of a portfolio of Debt and money market securities. It invests across maturity spectrum and across the yield curve in order to capitalize on high carry income prevailing at the mid end of the yield curve. The scheme has invested in top rated quality assets and has relatively lower risk/volatility profile, as the mark to market component is relatively low. It is ideal for investors with medium term investment outlook who want their portfolio to be managed smartly.
    Dec 6, 2004
  Deepak Agrawal,Abhishek Bisen
 
   Performance as on 31/07/2010
   Portfolio as on 31/07/2010
   Allocation Pattern
   Dividends in the scheme
   Latest NAV
   Corpus as on 31/07/2010
Corpus - Rs. 1579.98 Crores
   Presentation
   One Pager
   Scheme Information Document
   Application Form
   Notices & Addendum
On the back of easing inflation falling markets and slowing economy the central banks changed the liquidity tightening to easing bias and started cutting rates. The banking system is flushed with liquidity and banks are parking as high as Rs. 50000 crores under RBI LAF at 4%. The liquidity situation has become very comfortable therefore we have enhanced average maturity (slightly higher than liquid plans) and trying to generate returns by investing in short term instruments therefore this plan is recommended to those investors who have uncertain cash flows but have an investment horizon of 7 to 15 days.

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