Kotak Bond – Short Term Fund – Direct Growth
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.36 %
Expense Ratio
Rating
13,224
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 6.7% | 5.2% | 7.4% | 8% | ||||
| Category Average | 9.1% | 20.5% | 12.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
GSEC2033
TREPS
GSEC2027
GSEC2031
Nabha Power
Others
Advance Ratio
0.33
Alpha
0.48
SD
0.06
Beta
0.91
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
To provide reasonable returns and high level 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 kinds of issuers in the debt markets. The Scheme may invest in the call money/term money market in terms of RBI guidelines in this respect. To reduce the risk of the portfolio, the Scheme may also use various derivative and hedging products from time to time, in the manner permitted by SEBI. Subject to the maximum amount permitted from time to time, the Scheme may invest in offshore securities in the manner allowed by SEBI/RBI, provided such investments are in conformity with the investment objective of the Scheme and the prevailing guidelines and Regulations.
Fund Managers
Deepak Agrawal
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Short Duration .
-
- 408
-
7.9%Fund Size - 408
-
9.1%Fund Size - 408
-
5.6%Fund Size - 408
-
- Debt .
- Short Duration .
-
- 2,383
-
7.1%Fund Size - 2,383
-
7%Fund Size - 2,383
-
5.6%Fund Size - 2,383
-
- Debt .
- Short Duration .
-
- 18,244
-
7.9%Fund Size - 18,244
-
6.2%Fund Size - 18,244
-
8%Fund Size - 18,244
-
- Debt .
- Short Duration .
-
- 6,164
-
6.8%Fund Size - 6,164
-
5.8%Fund Size - 6,164
-
7.5%Fund Size - 6,164
-
- Debt .
- Short Duration .
-
- 199
-
6.9%Fund Size - 199
-
5%Fund Size - 199
-
5%Fund Size - 199
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
More Funds from Kotak Mahindra Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Multi Cap .
-
- 110
-
19%Fund Size - 110
-
29.8%Fund Size - 110
-
20.1%Fund Size - 110
-
- Equity .
- Small Cap .
-
- 11,597
-
17.7%Fund Size - 11,597
-
39.2%Fund Size - 11,597
-
22.4%Fund Size - 11,597
-
- Debt .
- Fixed Maturity Plans .
-
- 146
-
11.2%Fund Size - 146
-
14.5%Fund Size - 146
-
14%Fund Size - 146
-
- Debt .
- Fixed Maturity Plans .
-
- 802
-
11.2%Fund Size - 802
-
14.5%Fund Size - 802
-
14%Fund Size - 802
-
- Debt .
- Fixed Maturity Plans .
-
- 569
-
11.2%Fund Size - 569
-
14.5%Fund Size - 569
-
14%Fund Size - 569
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in Kotak Bond – Short Term Fund – Direct Growth ?
You can invest in Kotak Bond – Short Term Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Bond – Short Term Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Kotak Bond – Short Term Fund – Direct Growth ?
The NAV of Kotak Bond – Short Term Fund – Direct Growth is ₹49.1 as of 18 August 2023.
How to redeem Kotak Bond – Short Term Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Kotak Bond – Short Term Fund – Direct Growth?
The minimum SIP amount of Kotak Bond – Short Term Fund – Direct Growth is ₹100
How can I redeem my investments in Kotak Bond – Short Term Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Bond – Short Term Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Bond – Short Term Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have Kotak Bond – Short Term Fund – Direct Growth generated ?
The Kotak Bond – Short Term Fund – Direct Growth has delivered 8% since inception
What is the expense ratio of Kotak Bond – Short Term Fund – Direct Growth ?
The expense ratio of Kotak Bond – Short Term Fund – Direct Growth is 0.36 % as of 18 August 2023.
What is the AUM of Kotak Bond – Short Term Fund – Direct Growth?
The AUM of Kotak Bond – Short Term Fund – Direct Growth is ₹3,12,371 Cr as of 18 August 2023
What are the top stock holdings of Kotak Bond – Short Term Fund – Direct Growth?
The top stock holdings of Kotak Bond – Short Term Fund – Direct Growth are
- GSEC2026 - 9.36%
- GSEC2033 - 7.77%
- TREPS - 6.33%
- GSEC2027 - 4.74%
- GSEC2031 - 4.21%
Can I make investments in both the SIP and Lump Sum schemes of Kotak Bond – Short Term Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Kotak Bond – Short Term Fund – Direct Growth based on your investment objective and risk tolerance.