Fund Details
Kotak Low Duration Fund Standard Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.15% |
| NAV | ₹2614.19 (22 Jan 2021) |
|---|---|
| Fund Started | 06 Mar 2008 |
| Fund Size | ₹11,678 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Risk-adjusted returns are higher compared to the category
3. 3Y Returns are higher than the benchmark
4. Exit load is zero
5. Age is more than 10 years
6. Risk-adjusted returns are higher compared to the category
7. 1Y Returns are higher than the category average returns
8. 3Y Returns are higher than the category average returns
9. 5Y Returns are higher than the category average returns
10. 10Y Returns are higher than the category average returns
1. Risk is higher compared to the benchmark
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% |
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 ₹11,678 Cr and the Latest NAV as of 22 Jan 2021 is ₹2614.19.
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.
