₹ 10.064
NAV (Mar 05)
Top Ranked
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
19 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
21,025 Cr. Category leader in size
Impact of Interest Rate Changes
High Interest Rate Risk. The impact on fund value is high when interest rates change
Credit Quality Of Fund's Portfolio
Low Credit Risk. The fund has a high credit quality compared to other debt funds
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Moderate Risk
1.16 %
Expense Ratio
May 02, 2002
Launched (19y ago)
₹ 21,025
AUM in Crores
INF174K01EU3
ISIN
No Lock-in
Lock-in
Nifty Short Duration Debt TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
Ultra Short
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17 Years
Age
Track Record
Liquid
Recommended
Top Ranked
17 Years
Age
Track Record
Ultra Short
Recommended
Top Ranked
22 Years
Age
Track Record
Liquid
Recommended
Top Ranked
18 Years
Age
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Low Duration
Recommended
Top Ranked
19 Years
Age
Track Record
About the AMC
Kotak Mahindra Asset Management Co Ltd
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.
Ultra Short
Recommended
Top Ranked
₹ 12,325 Cr
Fund Size
6.8%
3Y returns
Diversified
Recommended
Top Ranked
₹ 32,453 Cr
Fund Size
12.6%
3Y returns
Ultra Short
Top Ranked
₹ 12,325 Cr
Fund Size
5.1%
3Y returns
Ultra Short
Top Ranked
₹ 12,325 Cr
Fund Size
5.5%
3Y returns
Ultra Short
Top Ranked
₹ 12,325 Cr
Fund Size
5.2%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
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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.
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.
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.
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
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.
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) 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.