Kotak Bond Short Term Fund Direct Growth

Debt
Short Duration
Moderate Risk
5.82%
3Y annualised
+0.13% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Mar 2024₹51.50
Min. SIP amount₹100
Rating3
Fund size₹14,738.23Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.9%5.8%7.2%8.0%
Category average6.9%5.5%5.8%NA
Rank with in category796NA
Understand terms

Holdings (70)

NameSectorInstrumentAssets
SovereignGOI Sec9.75%
GOI
SovereignGOI FRB7.87%
SovereignGOI Sec7.20%
FinancialFRB5.22%
GOI
SovereignGOI Sec4.74%
SovereignGOI Sec3.58%
LIC Housing Finance Ltd.
FinancialNCD3.38%
National Bank For Agriculture & Rural Development
FinancialDebenture2.89%
LIC Housing Finance Ltd.
FinancialDebenture2.85%
HDFC Bank Ltd.
FinancialNCD2.70%
See All

Expense ratio, exit load and tax

Expense ratio: 0.38%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Abhishek Bisen
Nov 2022 - Present
View details

Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he 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.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Stock Holding Corp. of India Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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