Kotak Bond Short Term Fund Growth

Risk: Moderate
₹ 48.35
NAV (Jul 25,2024)

Introducing Kotak Bond Short Term Fund - Growth, a reliable investment option with an expense ratio of 1.18%. With an established date of May 2, 2002, this fund has a minimum investment requirement of ₹100. With scheme AUM of ₹13,635.18, it is well-suited for short-term investments. This fund does not have a lock-in period, providing flexibility for investors. Take advantage of the growth potential offered by Kotak Bond Short Term Fund.

Kotak Bond Short Term Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Kotak Bond Short Term Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.43

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.18%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 13635.18 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 10,210.75 (2.11%)₹ 10,390.64 (3.91%)₹ 10,696.97 (6.97%)₹ 11,640.83 (16.41%)₹ 13,474.56 (34.75%)
₹ 30,000₹ 30,632.25 (2.11%)₹ 31,171.92 (3.91%)₹ 32,090.91 (6.97%)₹ 34,922.49 (16.41%)₹ 40,423.68 (34.75%)
₹ 50,000₹ 51,053.75 (2.11%)₹ 51,953.2 (3.91%)₹ 53,484.85 (6.97%)₹ 58,204.15 (16.41%)₹ 67,372.8 (34.75%)
₹ 80,000₹ 81,686 (2.11%)₹ 83,125.12 (3.91%)₹ 85,575.76 (6.97%)₹ 93,126.64 (16.41%)₹ 1,07,796.48 (34.75%)
₹ 1,00,000₹ 1,02,107.5 (2.11%)₹ 1,03,906.4 (3.91%)₹ 1,06,969.7 (6.97%)₹ 1,16,408.3 (16.41%)₹ 1,34,745.6 (34.75%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Central Government27.02%
  • NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT9.12%
  • SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA7.67%
  • HDFC BANK LTD7.56%
  • LIC HOUSING FINANCE LTD7.00%
  • Power Finance Corporation Ltd5.83%
  • Rural Electrification Corporation Ltd5.38%
  • HDB Financial Services Ltd3.64%
  • Net Current Assets Liabilities3.23%
  • Sikka Ports & Terminals Ltd Mukesh Ambani Group2.54%
  • Bajaj Finance Ltd2.48%
  • L&T Metro Rail Hyderabad Ltd Axis Trusteeship services Ltd Guaranteed by Larsen & Toubro Limited2.14%
  • Maharashtra State Govt Maharashtra1.66%
  • Tata Capital Financial Services Limited1.65%
  • Mahindra & Mahindra Financial Services Ltd1.47%
  • Jamnagar Utilities & Power Private Limited Mukesh Ambani Group1.30%
  • BAJAJ HOUSING FINANCE LTD1.02%
  • BAJAJ FINANCE LTD1.00%
  • DME DEVELOPMENT LIMITED0.80%
  • PTC First Business Receivables Trust Series First Business Receivables Trust0.78%
  • INDIAN RAILWAY FINANCE CORPORATION LTD0.73%
  • Aditya Birla Housing Finance0.73%
  • CANARA BANK0.73%
  • India Grid Trust0.71%
  • STATE BANK OF INDIA0.71%
  • ICICI HOME FINANCE COMPANY LIMITED0.59%
  • PTC SANSAR TRUST SERIES A MAT SANSAR TRUST0.55%
  • John Deere Financial India Private Limited0.36%
  • GS CG STRIPS0.35%
  • SBI ALTERNATIVE INVESTMENT FUND0.25%
  • ONGC Petro Additions Ltd0.20%
  • Karnataka State Govt Karnataka0.18%
  • Triparty Repo0.16%
  • GS CG Aug STRIPS0.12%
  • Tata Capital Housing Finance Ltd0.12%
  • GS CG Feb STRIPS0.11%
  • HIGHWAYS INFRASTRUCTURE TRUST HIT0.11%
  • Tamil Nadu State Govt Tamil Nadu0.01%
  • Uttar Pradesh State Govt Uttar Pradesh0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Invesco India Short Duration Fund - GrowthInvesco India Short Duration Fund - Growth

DEBT

Moderate

8.35%

Mirae Asset Short Duration Fund - Regular Plan - GrowthMirae Asset Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.71%

Baroda BNP Paribas Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.61%

Mahindra Manulife Short Duration Fund - Regular Plan - GrowthMahindra Manulife Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.44%

DSP Short Term Fund - Regular Plan - GrowthDSP Short Term Fund - Regular Plan - Growth

DEBT

Moderate

7.40%

Tata Short Term Bond Fund - Regular Plan - GrowthTata Short Term Bond Fund - Regular Plan - Growth

DEBT

Moderate

7.28%

Canara Robeco Short Duration Fund - Regular Plan - GrowthCanara Robeco Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.23%

Bank of India Short Term Income Fund - Regular Plan - GrowthBank of India Short Term Income Fund - Regular Plan - Growth

DEBT

Moderate

7.18%

Groww Short Duration Fund - Regular Plan - GrowthGroww Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.60%

HSBC Short Duration Fund - GrowthHSBC Short Duration Fund - Growth

DEBT

Low to Moderate

4.52%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Aditya Birla Sun Life Short Term Fund - GrowthAditya Birla Sun Life Short Term Fund - Growth

DEBT

Moderate

7.23%

Bandhan Bond Fund - Short Term Plan - Regular Plan - GrowthBandhan Bond Fund - Short Term Plan - Regular Plan - Growth

DEBT

Moderate

7.16%

Axis Short Term Fund - Regular Plan - GrowthAxis Short Term Fund - Regular Plan - Growth

DEBT

Moderate

7.04%

Baroda BNP Paribas Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.93%

Mirae Asset Short Duration Fund - Regular Plan - GrowthMirae Asset Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.72%

SBI Short Term Debt Fund - Regular Plan - GrowthSBI Short Term Debt Fund - Regular Plan - Growth

DEBT

Moderate

6.58%

Canara Robeco Short Duration Fund - Regular Plan - GrowthCanara Robeco Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.56%

IDBI Short Term Bond Fund - GrowthIDBI Short Term Bond Fund - Growth

DEBT

Low to Moderate

6.28%

Franklin India Short Term Income Plan - GrowthFranklin India Short Term Income Plan - Growth

DEBT

Very High

5.72%

HSBC Short Duration Fund - GrowthHSBC Short Duration Fund - Growth

DEBT

Low to Moderate

2.46%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India Short Term Income Fund - Regular Plan - GrowthBank of India Short Term Income Fund - Regular Plan - Growth

DEBT

Moderate

12.19%

IDBI Short Term Bond Fund - GrowthIDBI Short Term Bond Fund - Growth

DEBT

Low to Moderate

7.22%

Nippon India Short Term Fund - GrowthNippon India Short Term Fund - Growth

DEBT

Moderate

5.14%

Mahindra Manulife Short Duration Fund - Regular Plan - GrowthMahindra Manulife Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.01%

Mirae Asset Short Duration Fund - Regular Plan - GrowthMirae Asset Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.01%

DSP Short Term Fund - Regular Plan - GrowthDSP Short Term Fund - Regular Plan - Growth

DEBT

Moderate

4.98%

Tata Short Term Bond Fund - Regular Plan - GrowthTata Short Term Bond Fund - Regular Plan - Growth

DEBT

Moderate

4.96%

Invesco India Short Duration Fund - GrowthInvesco India Short Duration Fund - Growth

DEBT

Moderate

4.84%

Canara Robeco Short Duration Fund - Regular Plan - GrowthCanara Robeco Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

4.77%

Groww Short Duration Fund - Regular Plan - GrowthGroww Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

4.20%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India Short Term Income Fund - Regular Plan - GrowthBank of India Short Term Income Fund - Regular Plan - Growth

DEBT

Moderate

6.21%

DSP Short Term Fund - Regular Plan - GrowthDSP Short Term Fund - Regular Plan - Growth

DEBT

Moderate

5.93%

Tata Short Term Bond Fund - Regular Plan - GrowthTata Short Term Bond Fund - Regular Plan - Growth

DEBT

Moderate

5.83%

Invesco India Short Duration Fund - GrowthInvesco India Short Duration Fund - Growth

DEBT

Moderate

5.77%

Baroda BNP Paribas Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.77%

Mirae Asset Short Duration Fund - Regular Plan - GrowthMirae Asset Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.71%

Canara Robeco Short Duration Fund - Regular Plan - GrowthCanara Robeco Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.63%

Sundaram Short Duration Fund - GrowthSundaram Short Duration Fund - Growth

DEBT

Moderate

4.42%

Groww Short Duration Fund - Regular Plan - GrowthGroww Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

3.94%

HSBC Short Duration Fund - GrowthHSBC Short Duration Fund - Growth

DEBT

Low to Moderate

3.14%

Show all Funds

Fund Managers

DA

Mr. Deepak AgrawalFund Manager - Debt

Mr. Deepak Agrawal's career has started from Kotak AMC when he joined the organization in December 2002, where he was initially in Research, Dealing and then moved into Fund Management from November 2006.

AB

Mr. Abhishek BisenFund Manager - Debt

Mr. Abhishek Bisen has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

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Compare with similar Funds

Kotak Bond Short Term Fund - Growth

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ICICI Prudential Short Term Fund - Growth

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TRUSTMF Short Duration Fund - Regular Plan - Growth

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HSBC Short Duration Fund - Growth

Kotak Bond Short Term Fund - Growth

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Aditya Birla Sun Life Short Term Fund - Growth

Kotak Bond Short Term Fund - Growth

vs

IDBI Short Term Bond Fund - Growth

FAQ's

What is the risk level associated with the Kotak Bond Short Term Fund - Growth?

The Kotak Bond Short Term Fund - Growth is a moderate risk mutual fund.

What is the current NAV (Net Asset Value) of the Kotak Bond Short Term Fund - Growth as of Jul 25,2024?

The current NAV of the Kotak Bond Short Term Fund - Growth as of Jul 25,2024 is INR 48.35.

What are the returns generated by the Kotak Bond Short Term Fund - Growth over the past 1, 3, and 5 years?

The Kotak Bond Short Term Fund - Growth has seen returns of 6.90% over 1 year, 4.76% over 3 years, and 6.47% over 5 years.

What is the expense ratio associated with the Kotak Bond Short Term Fund - Growth?

The Kotak Bond Short Term Fund - Growth has a 1.18% expense ratio.

What is the minimum investment amount required for the Kotak Bond Short Term Fund - Growth?

The minimum investment for Kotak Bond Short Term Fund - Growth is INR 100.

Is there a systematic investment plan (SIP) available for the Kotak Bond Short Term Fund - Growth?

Yes, SIP is available for Kotak Bond Short Term Fund - Growth with a minimum investment of INR 100 per month.

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