Kotak Low Duration Fund Growth Direct Plan

3291.01
NAV (Mar 27,2024)

Invest in Kotak Low Duration Fund - Growth - Direct Plan, which has an expense ratio of 0.42%. With a minimum investment of ₹100, this fund offers a lock-in period of 0 years. Established on January 1, 2013, the scheme's assets under management (AUM) stand at ₹9,159.73. This low duration fund provides investors with the opportunity to optimize their returns in a short span of time.

Kotak Low Duration Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Kotak Low Duration Fund Growth Direct Plan 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

    0.58
  • Sortino
    UM_URBAN_MONEY

    1.21

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.42%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

9159.73 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 Mar 29, 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 %)

10,194.48 (1.94%)10,359.18 (3.59%)10,775.92 (7.76%)11,878.62 (18.79%)13,870.35 (38.70%)
30,583.44 (1.94%)31,077.54 (3.59%)32,327.76 (7.76%)35,635.86 (18.79%)41,611.05 (38.70%)
50,972.4 (1.94%)51,795.9 (3.59%)53,879.6 (7.76%)59,393.1 (18.79%)69,351.75 (38.70%)
81,555.84 (1.94%)82,873.44 (3.59%)86,207.36 (7.76%)95,028.96 (18.79%)1,10,962.8 (38.70%)
1,01,944.8 (1.94%)1,03,591.8 (3.59%)1,07,759.2 (7.76%)1,18,786.2 (18.79%)1,38,703.5 (38.70%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Central Government11.05%
  • SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA9.58%
  • HDFC BANK LTD8.50%
  • NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT8.38%
  • EMBASSY OFFICE PARKS REIT6.35%
  • BHARTI TELECOM LTD5.85%
  • GS CG STRIPS5.34%
  • LIC HOUSING FINANCE LTD3.92%
  • PUNJAB & SIND BANK3.20%
  • Power Finance Corporation Ltd3.20%
  • AXIS BANK LTD3.16%
  • MUTHOOT FINANCE LTD2.56%
  • TITAN COMPANY LTD2.45%
  • ICICI BANK LTD2.40%
  • Rural Electrification Corporation Ltd2.28%
  • INDIAN RAILWAY FINANCE CORPORATION LTD2.19%
  • FEDERAL BANK LTD1.85%
  • GODREJ PROPERTIES LIMITED1.62%
  • Hindustan Zinc Ltd1.61%
  • INDINFRAVIT TRUST1.60%
  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD1.57%
  • India Grid Trust1.57%
  • SANSAR TRUST SANSAR TRUST1.38%
  • Kirloskar Ferrous Industries Ltd1.36%
  • TATA PROJECTS LTD1.35%
  • Bahadur Chand Investments Private Limited1.09%
  • GRIHUM HOUSING FINANCE LIMITED1.09%
  • HDB Financial Services Ltd1.09%
  • Bajaj Housing Finance Ltd1.09%
  • PTC SANSAR TRUST SERIES A MAT SANSAR TRUST0.87%
  • MINDSPACE BUSINESS PARKS REIT0.83%
  • SUNDARAM HOME FINANCE LTD0.82%
  • Tata Capital Financial Services Limited0.81%
  • Union Bank of India0.54%
  • John Deere Financial India Private Limited0.53%
  • PTC FIRST BUSINESS TRUST SR First Business Receivables Trust0.50%
  • JM FINANCIAL CREDIT SOLUTIONS LTD0.45%
  • Triparty Repo0.45%
  • GS CG MAR STRIPS0.36%
  • Can Fin Homes Ltd0.27%
  • ICICI HOME FINANCE COMPANY LIMITED0.27%
  • SBI ALTERNATIVE INVESTMENT FUND0.21%
  • Poonawalla Fincorp Limited0.16%
  • PNB HOUSING FINANCE LTD0.14%
  • GODREJ INDUSTRIES LTD0.07%
  • Tamil Nadu State Govt Tamil Nadu0.02%
  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD0.02%
  • Net Current Assets Liabilities-6.03%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

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

DEBT

Low

555.77%

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

DEBT

Low to Moderate

6.57%

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

DEBT

Moderate

6.50%

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

DEBT

Low to Moderate

6.50%

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

DEBT

Low to Moderate

6.45%

SBI Magnum Low Duration Fund - Regular Plan - GrowthSBI Magnum Low Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.43%

Nippon India Low Duration Fund - GrowthNippon India Low Duration Fund - Growth

DEBT

Low to Moderate

6.38%

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

DEBT

Low to Moderate

6.34%

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)

ICICI Prudential Savings Fund - GrowthICICI Prudential Savings Fund - Growth

DEBT

Low to Moderate

7.95%

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

DEBT

Low to Moderate

7.21%

HDFC Low Duration Fund - GrowthHDFC Low Duration Fund - Growth

DEBT

Low to Moderate

7.15%

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

DEBT

Low to Moderate

6.99%

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

DEBT

Moderate

6.94%

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

DEBT

Low to Moderate

6.81%

JM Low Duration Fund - GrowthJM Low Duration Fund - Growth

DEBT

Low to Moderate

6.67%

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

DEBT

Low to Moderate

6.67%

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

DEBT

Low to Moderate

6.30%

HSBC Low Duration Fund - GrowthHSBC Low Duration Fund - Growth

DEBT

Low to Moderate

3.58%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

DEBT

Low to Moderate

5.25%

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

DEBT

Low to Moderate

5.16%

HDFC Low Duration Fund - GrowthHDFC Low Duration Fund - Growth

DEBT

Low to Moderate

5.10%

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%

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

DEBT

Moderate

4.92%

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%

JM Low Duration Fund - GrowthJM Low Duration Fund - Growth

DEBT

Low to Moderate

4.79%

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

DEBT

Moderate

4.71%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Savings Fund - GrowthICICI Prudential Savings Fund - Growth

DEBT

Low to Moderate

6.61%

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

DEBT

Low to Moderate

6.23%

HDFC Low Duration Fund - GrowthHDFC Low Duration Fund - Growth

DEBT

Low to Moderate

6.15%

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

DEBT

Low to Moderate

5.92%

Nippon India Low Duration Fund - GrowthNippon India Low Duration Fund - Growth

DEBT

Low to Moderate

5.83%

SBI Magnum Low Duration Fund - Regular Plan - GrowthSBI Magnum Low Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.76%

JM Low Duration Fund - GrowthJM Low Duration Fund - Growth

DEBT

Low to Moderate

5.03%

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

DEBT

Low to Moderate

4.91%

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

DEBT

Low to Moderate

4.63%

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

DEBT

Low to Moderate

1.28%

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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