Kotak Low Duration Fund Growth

Risk: Low to Moderate
₹ 3121.85
NAV (Jul 25,2024)

Kotak Low Duration Fund is a growth-oriented investment option offered by Kotak Mutual Fund. This fund has been established on March 6, 2008, and has an expense ratio of 1.17. With a minimum investment requirement of INR 100, it is an accessible choice for investors. The scheme's assets under management (AUM) currently amount to INR 9,159.73. This fund has no lock-in period, allowing investors the flexibility to manage their investments based on their financial goals.

Kotak Low Duration Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Kotak Low Duration 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

    0.52
  • Sortino
    UM_URBAN_MONEY

    0.97

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.17%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 10272.24 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Low to 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₹ 10,173.87 (1.74%)₹ 10,371.23 (3.71%)₹ 10,686.42 (6.86%)₹ 11,715.3 (17.15%)₹ 13,375.58 (33.76%)
₹ 30,000₹ 30,521.61 (1.74%)₹ 31,113.69 (3.71%)₹ 32,059.26 (6.86%)₹ 35,145.9 (17.15%)₹ 40,126.74 (33.76%)
₹ 50,000₹ 50,869.35 (1.74%)₹ 51,856.15 (3.71%)₹ 53,432.1 (6.86%)₹ 58,576.5 (17.15%)₹ 66,877.9 (33.76%)
₹ 80,000₹ 81,390.96 (1.74%)₹ 82,969.84 (3.71%)₹ 85,491.36 (6.86%)₹ 93,722.4 (17.15%)₹ 1,07,004.64 (33.76%)
₹ 1,00,000₹ 1,01,738.7 (1.74%)₹ 1,03,712.3 (3.71%)₹ 1,06,864.2 (6.86%)₹ 1,17,153 (17.15%)₹ 1,33,755.8 (33.76%)

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 Government8.99%
  • PUNJAB NATIONAL BANK8.09%
  • NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT7.35%
  • HDFC BANK LTD6.15%
  • EMBASSY OFFICE PARKS REIT5.71%
  • SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA4.88%
  • Hindustan Zinc Ltd4.85%
  • INDIAN BANK4.67%
  • Union Bank of India4.16%
  • PTC SANSAR TRUST SERIES A MAT SANSAR TRUST3.44%
  • Power Finance Corporation Ltd2.61%
  • TITAN COMPANY LTD2.15%
  • Rural Electrification Corporation Ltd2.13%
  • BHARTI TELECOM LTD1.96%
  • Sikka Ports & Terminals Ltd Mukesh Ambani Group1.91%
  • BANK OF BARODA1.86%
  • GS CG STRIPS1.82%
  • Triparty Repo1.78%
  • MUTHOOT FINANCE LTD1.75%
  • Net Current Assets Liabilities1.58%
  • PTC First Business Receivables Trust Series First Business Receivables Trust1.47%
  • INDINFRAVIT TRUST1.42%
  • LIC HOUSING FINANCE LTD1.31%
  • FRB CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD1.31%
  • BAJAJ HOUSING FINANCE LTD1.22%
  • Can Fin Homes Ltd1.21%
  • TATA PROJECTS LTD1.21%
  • Jamnagar Utilities & Power Private Limited Mukesh Ambani Group1.18%
  • AXIS BANK LTD1.16%
  • FRB Rural Electrification Corporation Ltd1.07%
  • MINDSPACE BUSINESS PARKS REIT0.99%
  • GRIHUM HOUSING FINANCE LIMITED0.97%
  • L&T Metro Rail Hyderabad Ltd Axis Trusteeship services Ltd Guaranteed by Larsen & Toubro Limited0.95%
  • SANSAR TRUST SANSAR TRUST0.81%
  • FRB Tata Capital Financial Services Limited0.73%
  • INDIA GRID TRUST0.72%
  • Nirma Ltd0.63%
  • FRB HDFC BANK LTD0.49%
  • John Deere Financial India Private Limited0.48%
  • PTC FIRST BUSINESS TRUST SR First Business Receivables Trust0.44%
  • JM FINANCIAL CREDIT SOLUTIONS LTD0.40%
  • Aadhar Housing Finance Limited0.34%
  • SUNDARAM HOME FINANCE LTD0.34%
  • FRB ICICI HOME FINANCE COMPANY LIMITED0.24%
  • GODREJ PROPERTIES LIMITED0.24%
  • SBI ALTERNATIVE INVESTMENT FUND0.23%
  • Rajasthan State Govt Rajasthan0.15%
  • Poonawalla Fincorp Limited0.15%
  • PNB HOUSING FINANCE LTD0.12%
  • GODREJ INDUSTRIES LTD0.07%
  • TATA CAPITAL LTD0.05%
  • Tamil Nadu State Govt Tamil Nadu0.02%
  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD0.02%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

ICICI Prudential Savings Fund - GrowthICICI Prudential Savings Fund - Growth

DEBT

Moderate

7.85%

UTI Low Duration Fund - Regular Plan - GrowthUTI Low Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.51%

JM Low Duration Fund - GrowthJM Low Duration Fund - Growth

DEBT

Low to Moderate

7.39%

HDFC Low Duration Fund - GrowthHDFC Low Duration Fund - Growth

DEBT

Low to Moderate

7.32%

Aditya Birla Sun Life Low Duration Fund - GrowthAditya Birla Sun Life Low Duration Fund - Growth

DEBT

Moderate

7.23%

Baroda BNP Paribas Low Duration Fund - GrowthBaroda BNP Paribas Low Duration Fund - Growth

DEBT

Low to Moderate

7.01%

Bandhan Low Duration Fund - Regular Plan - GrowthBandhan Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.49%

PGIM India Low Duration Fund - GrowthPGIM India Low Duration Fund - Growth

DEBT

Low to Moderate

6.45%

LIC MF Low Duration Fund - GrowthLIC MF Low Duration Fund - Growth

DEBT

Low to Moderate

6.16%

HSBC Low Duration Fund - GrowthHSBC Low Duration Fund - Growth

DEBT

Low to Moderate

4.91%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Low Duration Fund - Segregated Portfolio 2 - Monthly IDCWFranklin India Low Duration Fund - Segregated Portfolio 2 - Monthly IDCW

DEBT

Low

308.94%

Invesco India Low Duration Fund - GrowthInvesco India Low Duration Fund - Growth

DEBT

Low to Moderate

7.18%

Canara Robeco Savings Fund - Regular Plan - GrowthCanara Robeco Savings Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.08%

Tata Treasury Advantage Fund - Regular Plan - GrowthTata Treasury Advantage Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.03%

Mirae Asset Low Duration Fund - Regular Savings Plan - GrowthMirae Asset Low Duration Fund - Regular Savings Plan - Growth

DEBT

Low to Moderate

6.99%

DSP Low Duration Fund - Regular Plan - GrowthDSP Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.96%

Baroda BNP Paribas Low Duration Fund - GrowthBaroda BNP Paribas Low Duration Fund - Growth

DEBT

Low to Moderate

6.76%

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

DEBT

Moderate

6.73%

Sundaram Low Duration Fund - GrowthSundaram Low Duration Fund - Growth

DEBT

Low to Moderate

6.51%

HSBC Low Duration Fund - GrowthHSBC Low Duration Fund - Growth

DEBT

Low to Moderate

3.58%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Invesco India Low Duration Fund - GrowthInvesco India Low Duration Fund - Growth

DEBT

Low to Moderate

5.51%

HDFC Low Duration Fund - GrowthHDFC Low Duration Fund - Growth

DEBT

Low to Moderate

5.48%

JM Low Duration Fund - GrowthJM Low Duration Fund - Growth

DEBT

Low to Moderate

5.39%

Mirae Asset Low Duration Fund - Regular Savings Plan - GrowthMirae Asset Low Duration Fund - Regular Savings Plan - Growth

DEBT

Low to Moderate

5.34%

Axis Treasury Advantage Fund - Regular Plan - GrowthAxis Treasury Advantage Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.25%

Tata Treasury Advantage Fund - Regular Plan - GrowthTata Treasury Advantage Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.09%

DSP Low Duration Fund - Regular Plan - GrowthDSP Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.04%

Canara Robeco Savings Fund - Regular Plan - GrowthCanara Robeco Savings Fund - Regular Plan - Growth

DEBT

Low to Moderate

4.92%

Sundaram Low Duration Fund - GrowthSundaram Low Duration Fund - Growth

DEBT

Low to Moderate

4.85%

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

DEBT

Moderate

4.71%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Low Duration Fund - Regular Plan - GrowthDSP Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.93%

Aditya Birla Sun Life Low Duration Fund - GrowthAditya Birla Sun Life Low Duration Fund - Growth

DEBT

Moderate

5.93%

Invesco India Low Duration Fund - GrowthInvesco India Low Duration Fund - Growth

DEBT

Low to Moderate

5.87%

Canara Robeco Savings Fund - Regular Plan - GrowthCanara Robeco Savings Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.69%

Baroda BNP Paribas Low Duration Fund - GrowthBaroda BNP Paribas Low Duration Fund - Growth

DEBT

Low to Moderate

5.67%

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

DEBT

Moderate

5.52%

Mirae Asset Low Duration Fund - Regular Savings Plan - GrowthMirae Asset Low Duration Fund - Regular Savings Plan - Growth

DEBT

Low to Moderate

5.38%

Tata Treasury Advantage Fund - Regular Plan - GrowthTata Treasury Advantage Fund - Regular Plan - Growth

DEBT

Low to Moderate

4.82%

HSBC Low Duration Fund - GrowthHSBC Low Duration Fund - Growth

DEBT

Low to Moderate

2.76%

Sundaram Low Duration Fund - GrowthSundaram Low Duration Fund - Growth

DEBT

Low to Moderate

1.53%

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.

MS

Mr. Manu SharmaFund Manager and Dealer

Mr. Manu Sharma has over 17 years of experience in the fields of Fixed Income Fund Management, Operations, Finance Audit and Taxation. He joinedKotak AMC from Deskera Systems in September 2019 and was based out of Bangalore/Singapore for one year. Prior to it Mr. Manu was with Kotak AMCsince September 2006 to June 2018 and has handled major assignments like the Fund Management, Operations and Finance for the KotakAMC.

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Compare with similar Funds

Kotak Low Duration Fund - Growth

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Kotak Low Duration Fund - Growth

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Mirae Asset Low Duration Fund - Regular Savings Plan - Growth

Kotak Low Duration Fund - Growth

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Canara Robeco Savings Fund - Regular Plan - Growth

Kotak Low Duration Fund - Growth

vs

Invesco India Low Duration Fund - Growth

Kotak Low Duration Fund - Growth

vs

Mahindra Manulife Low Duration Fund - Regular Plan - Growth

Kotak Low Duration Fund - Growth

vs

Baroda BNP Paribas Low Duration Fund - Growth

Kotak Low Duration Fund - Growth

vs

HSBC Low Duration Fund - Growth

FAQ's

What is the risk level associated with the Kotak Low Duration Fund - Growth?

The Kotak Low Duration Fund - Growth is a mutual fund that carries a moderate level of risk.

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

The current NAV of the Kotak Low Duration Fund - Growth as of Jul 25,2024 is INR 3121.85.

What are the returns generated by the Kotak Low Duration Fund - Growth over the past 1, 3, and 5 years?

The Kotak Low Duration Fund - Growth has generated returns of 6.76% in 1 year, 5.20% in 3 years, and 5.95% in 5 years.

What is the expense ratio associated with the Kotak Low Duration Fund - Growth?

The Kotak Low Duration Fund - Growth has an expense ratio of 1.17%.

What is the minimum investment amount required for the Kotak Low Duration Fund - Growth?

The Kotak Low Duration Fund - Growth requires a minimum investment amount of INR 100.

Is there a systematic investment plan (SIP) available for the Kotak Low Duration Fund - Growth?

Yes, SIP is available for the Kotak Low Duration Fund - Growth with a minimum investment amount of INR 100 per month.

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