These are the top-ranked funds within short term mutual funds.However, Scripbox does not recommend investing in short term mutual funds.Short Term Funds invest in debt and money market instruments such that the duration of the portfolio is between 1 to 3 years.This exposes them to higher variations when interest rates change.
The category is one of the largest categories within the Debt Segment (9% of the total assets).
We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
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Scheme Information
Investment Objective
The investment objective of the Scheme is to provide reasonable returns and reasonably high levels of liquidity by investing in debt instruments such as bonds,debentures and Government securities; and money market instruments such as treasury bills,commercial papers,certificates of deposit,including repos in permitted securities of different maturities,so as to spread the risk across different kinds of issuers in the debt markets. There is no assurance that the investment objective of the Scheme will be realised.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Kotak Mahindra Asset Management Co Ltd manages assets worth 220,225 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 34 equity,162 debt and 26 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest via netbanking, UPI or through an SIP (eNACH mandate).
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About Kotak Bond Fund Short Term (DR-M)
About Kotak Bond Fund Short Term (DR-M)
Kotak Bond Fund Short Term (DR-M) is a short term debt fund and has delivered an annualised return of 6.4% over a period of 19 years ..The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund manager’s name is Deepak Agrawal.
Kotak Bond Fund Short Term (DR-M) Investment Objective
The investment objective of the Scheme is to provide reasonable returns and reasonably high levels of liquidity by investing in debt instruments such as bonds,debentures and Government securities; and money market instruments such as treasury bills,commercial papers,certificates of deposit,including repos in permitted securities of different maturities,so as to spread the risk across different kinds of issuers in the debt markets. There is no assurance that the investment objective of the Scheme will be realised. However, there is no assurance that the objective of the scheme will be realized.
Kotak Bond Fund Short Term (DR-M) NAV,AUM,Risk
The Kotak Bond Fund Short Term (DR-M) fund was launched on May 02, 2002. The NAV (Net Asset Value) of this short term debt as of 2021-03-05 is ₹ 10.064. The total AUM (Asset Under Management) of the fund as of 2021-03-06 is ₹ 21024.556. The category risk of the Kotak Bond Fund Short Term (DR-M) fund is Moderate Risk.
The fund charges 1.16 % as expense ratio.
Kotak Bond Fund Short Term (DR-M) Holdings
The fund’s highest allocation is towards debt and has invested 88.9% in this asset class. The top three holdings of the fund are 5.09% govt stock 2022,6.79% govt stock 2027 and state bank of india
Kotak Bond Fund Short Term (DR-M) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Kotak Bond Fund Short Term (DR-M) Investment volatility and Horizon
This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Nifty Short Duration Debt TR INR.
Kotak Bond Fund Short Term (DR-M) Review
Kotak Bond Fund Short Term (DR-M) has a score of 4 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Kotak Bond Fund Short Term (DR-M) has a score of 5 out of 5.
The credit risk of the fund is 4 out of 5 as compared to other debt funds.
