Low Durationregulargrowth
Kotak Low Duration Fund- Regular Plan-Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.19%
1 Month+0.32%
3 Months+1.12%
6 Months+2.48%
1 Year+6.21%
3 Years (CAGR)+6.81%
5 Years (CAGR)+5.78%
10 Years (CAGR)+6.69%
Since Inception (Feb 2015)+6.91%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+5.42%
3 Year SIP+6.59%
5 Year SIP+6.34%
Since Inception (Feb 2015)+6.43%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryLow Duration
Plan Typeregular
Optiongrowth
AUM₹16,393 Cr
Expense Ratio1.18%
Min SIP₹100
Min Lumpsum₹100
Launch Date02 Feb 2015
AMFI Code133805
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Kotak Low Duration Fund- Regular Plan-Growth Option by Kotak Mahindra Mutual Fund is a Low 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 Low Duration category.
About This Fund
Kotak Low Duration Fund- Regular Plan-Growth Option is a Low Duration mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 11 years. It manages assets worth ₹16,393 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.18%.
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