Home>Mutual Funds>Kotak Mahindra Mutual Fund>Kotak Low Duration Fund Direct Growth

Kotak Low Duration Fund Direct Growth

Debt
Low Duration
Moderate Risk
5.30%
1Y return
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Sep 2021₹2,846.11
Min. SIP amount₹1,000
Rating4star
Fund size₹12,464.24 Cr

Returns and rankings

Category: Debt Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.3%7.9%8.0%8.5%
Category average5.6%4.8%5.7%NA
Rank with in category511NA
Understand termsinfo

Holdings (90)

NameSectorInstrumentAssets
GOI
SovereignGOI FRB5.6%
Reserve Bank of India
FinancialT-Bills5.3%
FinancialNCD4.6%
EnergyCP4.0%
GOI
SovereignGOI Sec3.5%
Reserve Bank of India
FinancialT-Bills3.0%
GOI
SovereignGOI Sec2.6%
Shriram Transport Finance Company Ltd.
FinancialDebenture2.4%
GOI
SovereignCGL2.4%
FinancialCD2.4%
See All

Pros and cons

info
Category: Debt Low Duration
thumb_up_alt

Pros

Lower expense ratio - 0.41%
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
Exit load is zero
thumb_down_alt

Cons

1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.41%

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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Deepak Agrawal
Jan 2015 - Present
View details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Kotak Low Duration Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.8.9
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle