Kotak Low Duration Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Low Duration Growth Direct Plan

NAV
₹3,714.3778
+0.07%
(3 Oct)
AUM
13,328 Cr
TER
0.42%
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
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+9.4%
+8.3%
+8.1%
+8.1%
+8.1%
+7.4%
3Y
+8.3%
+7.9%
+7.9%
+7.8%
+7.8%
+7.2%
5Y
+6.7%
+6.5%
+6.6%
+6.6%
+6.5%
+5.9%
ALL
+7.7%
+8.0%
+7.7%
+8.0%
+7.8%
+6.2%
VOL
1.5%
0.9%
0.8%
0.8%
0.8%
-
TER
0.4%
0.4%
0.5%
0.4%
0.4%
-
AUM
₹813 Cr
₹13,328 Cr
₹24,304 Cr
₹14,189 Cr
₹27,076 Cr
-
INFO
5.05
8.63
10.27
10.24
9.94
-
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 Low Duration (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 Sep
Top holdings
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
5.1%
7.81% Govt Stock 2033
5.1%
Small Industries Development Bank Of India - NCD & Bonds - NCD & Bonds
5.1%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
3.6%
Bajaj Housing Finance Limited - NCD & Bonds - NCD & Bonds
3.0%
Rec Limited - NCD & Bonds - NCD & Bonds
3.0%
Jamnagar Utilities & Power Private Limited - NCD & Bonds - NCD & Bonds
2.9%
Triparty Repo
2.5%
HDFC Bank Limited
2.1%
Bajaj Housing Finance Limited - NCD & Bonds - NCD & Bonds
1.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
The primary objective of the Scheme is to generate income through investment primarily in low duration debt & money market securities. There is no assurance or guarantee that the investment objective of the scheme will be achieved
Fund manager(s)
Deepak Agrawal
Sunit Garg

FAQs