Kotak Bond Short Term Fund Direct Growth

Debt
Short Duration
Moderate Risk
4.99%
3Y annualised
-0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 08 Dec 2023₹50.13
Min. SIP amount₹100
Rating3
Fund size₹13,558.30Cr

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 returns7.0%5.0%7.3%8.0%
Category average6.3%4.7%6.0%NA
Rank with in category12106NA
Understand terms

Holdings (63)

NameSectorInstrumentAssets
GOI
SovereignGOI FRB11.6%
SovereignGOI Sec6.8%
FinancialFRB5.7%
SovereignGOI Sec3.9%
LIC Housing Finance Ltd.
FinancialNCD3.7%
FinancialDebenture3.3%
LIC Housing Finance Ltd.
FinancialFixed Deposits3.1%
HDFC Bank Ltd.
FinancialNCD2.9%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture2.9%
HDFC Bank Ltd.
FinancialDebenture2.8%
See All

Expense ratio, exit load and tax

Expense ratio: 0.37%

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
27 BKC, C-27, G Block,Bandra Kurla Complex,Bandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
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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