Kotak Low Duration Fund Standard Growth

Debt
Low Duration
Moderate Risk
5.57%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 Mar 2023₹2,848.93
Min. SIP amountNot Supported
Rating3
Fund size₹7,420.43Cr

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 Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.6%5.6%6.1%7.2%
Category average4.7%5.8%5.4%NA
Rank with in category1284NA
Understand terms

Holdings (73)

NameSectorInstrumentAssets
GOI
SovereignGOI FRB9.6%
Shriram Finance LtdFinancialDebenture3.9%
Embassy Office Parks REITConstructionDebenture3.3%
State Bank of IndiaFinancialAdditional Tier 2 Bo3.0%
REC Ltd.FinancialNCD2.8%
Vedanta Ltd.
Metals & MiningCP2.7%
Axis Bank Ltd.
FinancialCD2.6%
Axis Bank Ltd.
FinancialCD2.5%
Union Bank of India
FinancialCD2.5%
Bharti Telecom Ltd.
CommunicationDebenture2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 1.18%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Deepak Agrawal
Jan 2015 - Present
View details

Education
Mr. Agrawal is Post Graduate in Commerce from Mumbai University, Chartered Accountant, Company Secretary and CFA.
Experience
He has been associated with Kotak AMC since 2000.
Also manages these schemes

Vihag Mishra
Nov 2021 - Present
View details

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
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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Kotak Low Duration Fund Standard Growth
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