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Kotak Low Duration Fund Direct Growth+0.02%

6.28%
1 Year Return
Debt
Low Duration
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Low Duration Fund Direct Growth

RiskModerate
Min SIP Amount₹1000
Expense Ratio0.39%
NAV₹2805.86 (17 Jun 2021)
Fund Started01 Jan 2013
Fund Size12,765 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
6.3%
8.2%
8.2%
8.7%
Category Average
7.4%
4.9%
5.8%
-
Rank Within Category
11
2
1
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 6.3% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.39%
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. Exit load is zero
Cons
1. 1Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Axis Bank Ltd.FinancialCD5.1%
Karnataka StateOthersSDL4.0%
Housing Development Finance Corpn. Ltd.FinancialNCD3.7%
GOISovereignCGL3.0%
Shriram Transport Finance Co. Ltd.FinancialDebenture2.4%
National Bank For Agriculture & Rural DevelopmentFinancialCP2.3%
Reserve Bank of IndiaFinancialT-Bills2.3%
National Bank For Agriculture & Rural DevelopmentFinancialCP2.3%
Indusind Bank Ltd.FinancialCD2.3%
GOISovereignGOI FRB2.0%
See All

Fund Managers

Deepak Agrawal
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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 ₹12,765 Cr and the Latest NAV as of 17 Jun 2021 is ₹2805.86.

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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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
NA
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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