Item: Kotak Bond Short Term Plan Direct Growth
Rating: 5
Author: Morningstar

Home › Mutual Funds › Kotak Mutual Fund › Kotak Bond Short Term Plan Direct Growth

51.943 (0.060%)

NAV on May 15, 2024

Category Fixed income:
Short Duration

Interest rate sensitivity
Credit quality

Limited Sensitivity High Quality

Total Assets 14,804 cr

Turnover Ratio 168.73%

Expense Ratio 0.38%

Exit Load -

Returns

1M: 0.71%
1Y: 7.29%
3M: 1.89%
3Y: 5.75%
6M: 4.02%
5Y: 7.21%

Min Investment 100

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ADDITIONAL INFO

Fund Manager Deepak Agrawal (Since almost 17 years) Abhishek Bisen (Since over 1 year) Palha Khanna (Since 11 months)

ISIN INF174K01JI7

Fund Family Kotak

Launch Date January 01, 2013

Benchmark Nifty Short Duration Debt TR INR

Avg. Maturity 5.21 years

Yield To Maturity (%) 7.83%

INVESTMENT OBJECTIVE

The investment objective of the Scheme is to provide reasonable returns and reasonably high levels of liquidity by investing in debt instruments such as bonds, debentures and Government securities; and money market instruments such as treasury bills, commercial papers, certificates of deposit, including repos in permitted securities of different maturities, so as to spread the risk across different kinds of issuers in the debt markets. There is no assurance that the investment objective of the Scheme will be realised.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet

Top Rated
Top Performing

Top Short Duration Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Short Term Fund Direct Plan Growth Option	59.442	7.84%	18,092 cr	0.45%	Low
HDFC Short Term Debt Fund -Direct Plan - Growth Option	29.940	7.45%	12,948 cr	0.37%	Low
Aditya Birla Sun Life Short Term Fund Direct Plan Growth	46.571	7.42%	7,274 cr	0.38%	Low
Baroda BNP Paribas Short Duration Fund Direct Growth Option	28.727	7.36%	218 cr	0.38%	Average
Nippon India Short Term Fund - Direct Plan - Growth Plan	51.803	7.32%	5,497 cr	0.37%	Average
Kotak Bond Short Term Plan Direct Growth	51.943	7.29%	14,804 cr	0.38%	Below Average
Axis Short Term Fund Direct Plan Growth Option	30.470	7.18%	7,944 cr	0.35%	Below Average

Best Short Duration Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Sundaram Short Term Debt Fund - Direct Plan - Growth Option	39.099	13.62%	330 cr	0.28%	Above Average
ICICI Prudential Short Term Fund Direct Plan Growth Option	59.442	7.84%	18,092 cr	0.45%	Low
UTI - Short Duration Fund - Direct Plan - Growth Option	30.679	7.60%	2,680 cr	0.37%	Above Average
HDFC Short Term Debt Fund -Direct Plan - Growth Option	29.940	7.45%	12,948 cr	0.37%	Low
Aditya Birla Sun Life Short Term Fund Direct Plan Growth	46.571	7.42%	7,274 cr	0.38%	Low
Baroda BNP Paribas Short Duration Fund Direct Growth Option	28.727	7.36%	218 cr	0.38%	Average
Nippon India Short Term Fund - Direct Plan - Growth Plan	51.803	7.32%	5,497 cr	0.37%	Average

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Kotak Medium Term Direct Growth

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Kotak Bond Short Term Plan Direct Growth

ADDITIONAL INFO

ASSET ALLOCATION

CREDIT QUALITY (%)

RISK MEASURES (3 yrs)

INVESTMENT OBJECTIVE

Top Short Duration Funds

Best Short Duration Funds

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