Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.05%
1 Month-0.27%
3 Months+0.51%
6 Months+1.79%
1 Year+5.47%
3 Years (CAGR)+6.84%
5 Years (CAGR)+5.66%
10 Years (CAGR)+6.68%
Since Inception (Apr 2006)+7.53%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+3.97%
3 Year SIP+6.36%
5 Year SIP+6.15%
Since Inception (Apr 2006)+7.15%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryShort Duration
Plan Typeregular
Optiongrowth
Min SIP₹100
Min Lumpsum₹100
Launch Date03 Apr 2006
AMFI Code101373
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
—
Sortino
—
Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Kotak Bond Short Term Plan-(Growth) by Kotak Mahindra Mutual Fund is a Short Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Short Duration category.
About This Fund
Kotak Bond Short Term Plan-(Growth) is a Short Duration mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 20 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations