Fund Details
Kotak Low Duration Fund Standard Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.19% |
| NAV | ₹2655.67 (23 Jun 2021) |
|---|---|
| Fund Started | 06 Mar 2008 |
| Fund Size | ₹12,765 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
4. 10Y Returns are higher than the category average returns
5. Exit load is zero
1. 1Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Axis Bank Ltd. | Financial | CD | 5.1% |
| Karnataka State | Others | SDL | 4.0% |
| Housing Development Finance Corpn. Ltd. | Financial | NCD | 3.7% |
| GOI | Sovereign | CGL | 3.0% |
| Shriram Transport Finance Co. Ltd. | Financial | Debenture | 2.4% |
| National Bank For Agriculture & Rural Development | Financial | CP | 2.3% |
| Reserve Bank of India | Financial | T-Bills | 2.3% |
| National Bank For Agriculture & Rural Development | Financial | CP | 2.3% |
| Indusind Bank Ltd. | Financial | CD | 2.3% |
| GOI | Sovereign | GOI FRB | 2.0% |
Fund Managers
Kotak Low Duration Fund Standard Growth Details
Kotak Low Duration Fund Standard Growth is a Debt Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 06 Mar 2008. Deepak Agrawal is the Current Fund Manager of Kotak Low Duration Fund Standard Growth fund.The fund currently has an Asset Under Management(AUM) of ₹12,765 Cr and the Latest NAV as of 23 Jun 2021 is ₹2655.67.
The Kotak Low Duration Fund Standard 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.
