Navi ELSS Tax Saver Fund

Navi ELSS Tax Saver Fund Direct Plan Growth is a mutual fund managed by Navi Mutual Fund. The Kotak Medium Term Fund falls under the "Debt - Medium Duration" category. This category indicates that the fund primarily invests in debt securities with a medium duration, aiming to provide a balance between income generation and capital appreciation. The Kotak Medium Term Fund is an open-ended fund, allowing you to buy and redeem units on any business day. The expense ratio of the fund is lower than the category average. This means that the fund charges lower fees to investors, which can impact their returns over the long term.

The fund's primary objective is to generate regular income and provide opportunities for capital appreciation by investing in a diversified portfolio of debt and money market instruments. It focuses on bonds with medium maturities, aiming to optimize yield while managing interest rate risks.

This fund could be suitable for investors seeking a combination of regular income and moderate capital appreciation potential. If you're looking for a fixed-income option that offers relatively higher returns than shorter-term debt funds, while still maintaining a balanced level of risk, the Kotak Medium Term Fund might align well with your investment strategy. It's relevant for investors who want to achieve a balance between risk and return over a medium-term horizon.

Assess your risk tolerance through a straightforward questionnaire and craft a SIP plan that aligns perfectly with your financial aspirations. With a clear understanding of your risk appetite, you can make informed investment choices tailored to your unique circumstances. By striking the right balance, you'll pave the way for long-term financial stability and success. Use our SIP return calculator for aid.