- Mutual Funds
- Kotak Mutual Fund
- Kotak Bond Short Term Plan (Growth)
Formerly Kotak Bond S/T Gr
Kotak Bond Short Term Plan (Growth)
₹ 43.9406
NAV (Mar 17)
Short term funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 43.9406
NAV (Mar 17)
Fund Returns
Last 1Y | 3.5% |
Last 3Y | 5.4% |
Last 5Y | 6.3% |
Last 10Y | 7.1% |
Since Inception | 7.3% |
6 Month CAGR | 2.5% |
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.
Expense Ratio | 1.17 |
Launched (21y ago) | May 02, 2002 |
AUM in Crores | 12203.285 |
ISIN | INF174K01ES7 |
Lock-in | No Lock-in |
Benchmark | Nifty Short Duration Debt TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.7 |
Standard Deviation (5yr) | 1.7 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.317 |
Sharpe Ratio (5yr) | 0.73 |
YTM | 7.82 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Bond Short Term Plan (Growth) | 852,757 | 120,145 | 6.3% | |
| 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.
Asset allocation and Holdings
Top Debt Holdings
5.74 11/15/2026 12:00:00 am
8.4%7.42 9/22/2033 12:00:00 am
7.1%7.38 6/20/2027 12:00:00 am
4.6%7.69 12/7/2031 12:00:00 am
4.5%bajaj finance limited
4.1%Compare Kotak Bond Short Term Plan (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 47,245 cr | ||
₹ 14,457 cr | ||
₹ 20,146 cr | ||
₹ 13,095 cr | ||
₹ 47,245 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Asset Management Co Ltd manages assets worth 292,255 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,177 debt and 19 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
11.8% | 7.3% | ||
- | 2.5% | ||
- | 1.8% | ||
11.8% | 7.3% | ||
11.8% | 7.3% |
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 7.3% 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 3/17/2023 is ₹43.94 with the total AUM as of 3/20/2023 is ₹12203.285. 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 3 fund in Debt and delivered 3.5% 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)?
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 Neutral 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 1.17% for regular plan.