6M
1Y
3Y
5Y
All
Fund Details
Kotak Low Duration Fund Direct Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.37% |
| NAV | ₹2755.78 (25 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹11,678 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
8.1%
8.5%
8.7%
8.8%
Category Average
5.9%
5.0%
6.0%
-
Rank Within Category
4
1
1
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
₹0
with 8.1% returns per annum
Comparison
Data not available
Pros
1. Lower expense ratio - 0.36%
2. Exit load is zero
3. 1Y Returns are higher than the category average returns
4. 3Y Returns are higher than the category average returns
5. 5Y Returns are higher than the category average returns
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | CP | 4.3% |
| National Bank For Agriculture & Rural Development | Financial | CP | 4.2% |
| Reserve Bank of India | Financial | T-Bills | 3.4% |
| GOI | Sovereign | CGL | 3.0% |
| Sundaram Finance Ltd. | Financial | ZCB | 3.0% |
| Indusind Bank Ltd. | Financial | CD | 2.8% |
| GOI | Sovereign | GOI Sec | 2.5% |
| Housing Development Finance Corpn. Ltd. | Financial | NCD | 2.4% |
| Housing Development Finance Corpn. Ltd. | Financial | NCD | 2.3% |
| State Bank of India | Financial | NCD | 1.9% |
See All
Fund Managers
Deepak Agrawal
Kotak Low Duration Fund Direct Growth Details
Kotak Low Duration 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 Low Duration Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹11,678 Cr and the Latest NAV as of 25 Jan 2021 is ₹2755.78.
The Kotak Low Duration Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000.
Investment Objective
The scheme seeks to generate income through investment in low duration debt and money market securities.
Tax Implications
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Scheme Information Document(SID)
₹5000
Min for First Investment
₹1000
Min for Second Investment
Nil
Exit Load
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Kotak Low Duration Fund Direct Growth
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About Kotak Mahindra Mutual Fund
Address
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Phone
022 - 66384444
Launch Date
23 Jun 1998
Website
NAKotak Mahindra Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
enq_h@camsonline.comWebsite
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