Medium to Long Duration Funds invest in debt and money market instruments such that the duration of the portfolio is between 3 to 4 years.
The tenure of the instruments held by these funds exposes them to very high degrees of variations when interest rate changes.Funds in this category tend to invest in instruments that are highly rated.This is a small category(less than 1 % of total debt fund assets).We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher interest rate risk.
The fund has been a Category Leader on the Fund Size metric
The performance of the fund on a Rolling Returns metric has been Good
NAV (Dec 1)
6 Month CAGR
The investment objective of the Scheme is to create a portfolio of debt instruments such as bonds,debentures,Government Securities and money market instruments,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 achieved.
Launched (24y ago)
Nov 25, 1999
AUM in Crores
NIFTY Medium to Long Dur Debt TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Kotak Bond fund (Growth)||8,59,104||1,26,492||6.6%|
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.
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|Fund Name||Fund Size||Rolling Returns|
₹ 40,756 cr
₹ 16,858 cr
₹ 11,326 cr
₹ 13,754 cr
₹ 10,873 cr
Kotak Mahindra Asset Management Co Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
Kotak Bond fund (G) is a Medium To Long Duration Debt fund and has delivered an annualised return of 8.3% over a period of 24 years. The fund was previously known as Kotak Bond A Reg Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Palha Khanna, Vihag Mishra.
Nav of Kotak Bond fund (G) as of 12/1/2023 is ₹67.33 with the total AUM as of 12/3/2023 is ₹1767.535. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Bond fund (G) was launched on Nov 25, 1999. The category risk of the fund is Moderate Risk.
The minimum SIP amount for Kotak Bond fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Kotak Bond fund (G) 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 Medium to Long Dur Debt TR INR.
Kotak Bond fund (G) is rated as a 4 fund in Debt and delivered 5.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Bond fund (G).
What is Kotak Bond fund (G)?
How to invest in Kotak Bond fund (G)?
You can invest in Kotak Bond fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak Bond fund (G)?
The minimum sip amount for Kotak Bond fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Bond fund (G) good to invest in?
As per Scripbox experts, Kotak Bond fund (G) is a Top Ranked fund. You can investKotak Bond fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Bond fund (G)?
The expense ratio of the Kotak Bond fund (G) is 1.76% for regular plan.