| Risk | Moderately Low |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.31% |
| NAV | ₹42.14 (13 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹11,858 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 4.5% |
| GOI | Sovereign | GOI Sec | 4.1% |
| Housing Development Finance Corpn. Ltd. | Financial | NCD | 3.5% |
| LIC Housing Finance Ltd. | Financial | Debenture | 3.1% |
| GOI | Sovereign | GOI Sec | 3.1% |
| Assam State | Others | SDL | 3.0% |
| Jamnagar Utilities and Power Pvt. Ltd. | Engineering | Debenture | 2.7% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 2.6% |
| GOI | Sovereign | GOI Sec | 2.3% |
| Andhra Pradesh State | Others | SDL | 2.1% |
Kotak Bond Short Term Fund Direct Growth is a Debt Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Deepak Agrawal is the Current Fund Manager of Kotak Bond Short Term Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹11,858 Cr and the Latest NAV as of 13 Jul 2020 is ₹42.14.
The Kotak Bond Short Term Fund Direct Growth is rated Moderately Low risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000.
The objective of the Plan is to provide reasonable returns and high level of liquidity by investing in debt instruments and money market instruments so as to spread the risk across different kinds of issuers in the debt markets.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.