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

Kotak Bond Short Term Growth Direct Plan

NAV
₹57.4708
-0.06%
(13 Jun)
AUM
17,541 Cr
TER
0.38%
Risk
Low to 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
In beta. Send feedback here.
Compare with other fund
1Y
+10.8%
+10.1%
+9.9%
+9.8%
+9.7%
3Y
+10.4%
+8.3%
+8.3%
+8.4%
+8.8%
5Y
+10.7%
+7.2%
+6.9%
+7.7%
+7.6%
ALL
+7.0%
+8.3%
+8.2%
+8.7%
+8.6%
VOL
3.6%
1.5%
1.5%
1.6%
1.6%
TER
0.5%
0.4%
0.4%
0.4%
0.5%
AUM
₹137 Cr
₹6,692 Cr
₹17,541 Cr
₹9,193 Cr
₹21,284 Cr
INFO
1.96
5.68
5.46
5.31
5.25
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 15th May
Top holdings
7.18% Govt Stock 2033
11.1%
7.81% Govt Stock 2033
6.3%
7.1% Govt Stock 2034
4.5%
7.08% Karnataka State Development Loans (12/08/2031)
2.9%
LIC Housing Finance Ltd - NCD & Bonds
2.8%
Bajaj Finance Limited - NCD & Bonds
2.8%
National Bank For Agriculture And Rural Development - NCD & Bonds
2.7%
LIC Housing Finance Limited - NCD & Bonds
2.7%
Net Current Assets/(Liabilities)
2.6%
National Bank For Agriculture And Rural Development - NCD & Bonds
2.5%
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

FAQs