Kotak Bond Short Term Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Bond Short Term Growth Direct Plan

NAV
₹51.6584
+0.07%
(23 Apr)
AUM
14,818 Cr
TER
0.38%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.9%
+7.7%
+7.4%
+7.4%
+6.3%
3Y
+6.5%
+7.6%
+6.2%
+5.8%
+12.2%
5Y
+7.9%
+5.6%
+7.6%
+7.2%
+4.0%
ALL
+8.5%
+7.4%
+8.6%
+8.0%
+6.6%
VOL
1.7%
2.1%
1.7%
1.5%
1.8%
TER
0.5%
0.4%
0.4%
0.4%
0.5%
AUM
₹17,997 Cr
₹2,689 Cr
₹7,282 Cr
₹14,818 Cr
₹72 Cr
INFO
5.00
3.52
5.06
5.18
3.76
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Bond ST (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
7.18% Govt Stock 2033
14.7%
8.25% Govt Stock 2033
11.6%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
5.6%
7.17% Govt Stock 2030
3.8%
LIC Housing Finance Ltd - NCD & Bonds - NCD & Bonds
3.6%
LIC Housing Finance Limited - NCD & Bonds - NCD & Bonds
3.4%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
3.1%
HDFC Bank Limited - NCD & Bonds - NCD & Bonds
2.9%
HDFC Bank Limited - NCD & Bonds - NCD & Bonds
2.7%
Bajaj Finance Limited - NCD & Bonds - NCD & Bonds
2.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund 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.
Fund manager(s)
Deepak Agrawal
Abhishek Bisen
Palha Khanna

FAQs