• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Bond Short Term Plan (Growth)

Formerly Kotak Bond S/T Gr

Kotak Mutual Fund

Kotak Bond Short Term Plan (Growth)

DebtShort Term

Top Ranked

43.3414

NAV (Nov 25)

5.3%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within 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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Rolling Returns

Good

The performance of the fund on a Rolling Returns metric has been Good

Scripbox Recommended Debt Funds

Want the Debt funds that are right for your short term investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

43.3414

NAV (Nov 25)

Fund Returns

Last 1Y

2.7%

Last 3Y

5.3%

Last 5Y

6.3%

Last 10Y

7.3%

Since Inception

7.4%

6 Month CAGR

2.6%

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.

Expense Ratio

1.16

Launched (20y ago)

May 02, 2002

AUM in Crores

12293.186

ISIN

INF174K01ES7

Lock-in

No Lock-in

Benchmark

Nifty Short Duration Debt TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

1.8

Standard Deviation (5yr)

1.7

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.584

Sharpe Ratio (5yr)

0.604

YTM

7.66

Fund Managers

Deepak Agrawal

Fund Manager

Vihag Mishra

Fund Manager

Abhishek Bisen

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Debt Holdings

5.74% govt stock 2026

9.9%
9.9%

7.42% govt stock 2033

8.3%
8.3%

6.42% govt stock 2031

4.5%
4.5%

housing development finance corporation ltd

3.3%
3.3%

7.01% govt stock 2028

3.3%
3.3%
See all holdings

Compare Kotak Bond Short Term Plan (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 290,015 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,171 debt and 19 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    10.2%

    6.6%

    -

    -1.2%

    10.2%

    6.6%

    10.2%

    6.6%

    4.4%

    7.2%

    Kotak Bond Short Term Plan (G) Review

    Kotak Bond Short Term Plan (G) is a Short Term Debt fund and has delivered an annualised return of 7.4% over a period of 20 years. The fund was previously known as Kotak Bond S/T Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Deepak Agrawal, Vihag Mishra.

    Nav of Kotak Bond Short Term Plan (G) as of 11/25/2022 is ₹43.34 with the total AUM as of 11/26/2022 is ₹12293.186. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Bond Short Term Plan (G) was launched on May 02, 2002. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Kotak Bond Short Term Plan (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 Short Term Plan (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 Short Duration Debt TR INR.

    Kotak Bond Short Term Plan (G) is rated as a 4 fund in Debt and delivered 2.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Bond Short Term Plan (G).

    Frequently Asked Questions

    What is Kotak Bond Short Term Plan (G)?

    Kotak Bond Short Term Plan (G) is a Short Term Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in Kotak Bond Short Term Plan (G)?

    You can invest in Kotak Bond Short Term Plan (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 Short Term Plan (G)?

    The minimum sip amount for Kotak Bond Short Term Plan (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Kotak Bond Short Term Plan (G) good to invest in?

    As per Scripbox experts, Kotak Bond Short Term Plan (G) is a Top Ranked fund. You can investKotak Bond Short Term Plan (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 Short Term Plan (G)?

    The expense ratio of the Kotak Bond Short Term Plan (G) is 1.16% for regular plan.