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.
No single fund can achieve what a plan can. Learn why
Historical NAV
₹ 10.0226
NAV (Oct 26)
Fund Returns
Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
0.2%
6 Month CAGR
NA
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 281,432 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 37 equity,164 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.
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
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund 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.
Fund 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 Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
How to invest in best mutual funds?
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
01
Choose a plan
Choose a plan to invest to start investing
02
Create an Account
Create an account with Scripbox through a paperless process, to invest in this fund.
03
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
04
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
TRUST
4100+Crores
2500+Cities
7200+Customers are millionaires
We thrive on trust.
We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.
Investing has helped me dream bigger for my lifeDr. Shraddha BahirwaniSr. Dental Consultant
About Kotak Bond Short Term Plan of Inc Dis cum Cap Wdrl (PIDCW-M)
About Kotak Bond Short Term Plan of Inc Dis cum Cap Wdrl (PIDCW-M)
Kotak Bond Short Term Plan of Inc Dis cum Cap Wdrl (PIDCW-M) is a Short Term Debt fund and has delivered an annualised return of 0.2% over a period of 0 years. . The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund manager’s name is Deepak Agrawal
Kotak Bond Short Term Plan of Inc Dis cum Cap Wdrl (PIDCW-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 Short Term Plan of Inc Dis cum Cap Wdrl (PIDCW-M) NAV,AUM,Risk
The Kotak Bond Short Term Plan of Inc Dis cum Cap Wdrl (PIDCW-M) fund was launched on Sep 17, 2021. The NAV (Net Asset Value) of this Short Term Debt fund as of 2021-10-26 is ₹10.02. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹17173.475. The category risk of the Kotak Bond Short Term Plan of Inc Dis cum Cap Wdrl (PIDCW-M) fund is Low to Moderate Risk. The fund charges 1.16 % as expense ratio.
Kotak Bond Short Term Plan of Inc Dis cum Cap Wdrl (PIDCW-M) Holdings
The fund’s highest allocation is towards Debt and has invested 85.4% in this asset class. The top three holdings of the fund are , 7.59% govt stock 2026 , govt stock , 7.33% govt stock 2031 , net current assets/(liabilities) , goi floating rate bond 2024 , 364 dtb 02122021 , housing development finance corporation limited , bajaj finance limited , 8.24% kerala sdl 2025 , power finance corporation limited , 91 dtb 13012022 , state bank of india , 91 dtb 02122021 , bajaj finance limited , nabha power limited , triparty repo , state bank of india , 8.38% haryana sdl 2026 , sikka ports & terminals limited , kotak mahindra prime limited , 08.67 gj sdl 2028 , lic housing finance limited , mahindra & mahindra financial services limited , 182 dtb 02122021 , kotak mahindra prime limited , power finance corporation ltd. , jamnagar utilities & power private limited , jamnagar utilities & power private limited , 08.14 gj sdl 2029 , bajaj finance limited , national bank for agriculture and rural development , aditya birla finance limited , 7.19% gj sdl 2027 , grasim industries limited , first business receivables trust , housing development finance corporation limited , lic housing finance limited , hindustan zinc limited , axis finance limited , 8.00% rj sdl 2026 , 7.59% gj sdl 2027 , bank of baroda , 7.61% tn sdl 2027 , jamnagar utilities & power private limited , tata capital financial services limited , kotak mahindra investments limited , canara bank , tata capital housing finance limited , national bank for agriculture and rural development , bajaj finance limited , bhopal dhule transmission company limited , housing development finance corporation limited , bajaj housing finance limited , india grid trust , aditya birla housing finance limited , hdb financial services limited , hdfc bank limited , 7.14% gj sdl 2027 , hdb financial services limited , rural electrification corporation limited , 06.44 gj sdl 2029 , national bank for agriculture and rural development , sundaram finance limited , power finance corporation limited , hdb financial services limited , 8.25% madhya pradesh sdl 2025 , tata capital financial services limited , tata capital financial services limited , national bank for agriculture and rural development , power finance corporation limited , mahindra & mahindra financial services limited , nabha power limited , 7.20% ka sdl 2027 , 7.60% mp sdl 2027 , 7.59% hr sdl 2027 , reliance ports and terminals limited , 7.62% tn sdl 2027 , 6.90% oil mktg cos goi sb 2026 , hdb financial services limited , tata capital financial services limited , housing development finance corporation limited , lic housing finance limited , can fin homes limited , mahindra & mahindra financial services limited , grasim industries limited , housing development finance corporation limited , 8.26% up sdl spl 2022 , first business receivables trust , first business receivables trust , first business receivables trust , national bank for agriculture and rural development , first business receivables trust , 06.98 mh sdl 2028 , first business receivables trust , ongc petro additions limited , national bank for agriculture and rural development , 7.59% ka sdl 2027 , reliance utilities and power private limited , 07.16% up sdl 2026 , sikka ports & terminals limited , rural electrification corporation limited , housing development finance corporation limited , icici home finance company limited , rural electrification corporation limited , 8.61% up sdl spl 2022 , rec limited , 06.97 ka sdl 2028 , 8.39% rj sdl spl 2022 , 08.27% rj sdl spl 2023 , lic housing finance limited , 4.45% govt stock 2034 , gs cg 22/8/2025 - (strips) strips , 0% goi- 22082026 strips , icici bank limited , housing development finance corporation limited , gs cg 22/2/2027 - (strips) strips , gs cg 22/2/2028 - (strips) strips , gs cg 22/2/2029 - (strips) strips , 1.44% inflation index govt stock 2023 , 9.36% west bengal sdl 2022 , 8.45% br sdl spl 2023 , rec limited , national bank for agriculture and rural development , power finance corporation limited , rural electrification corporation limited , power grid corporation of india limited
Kotak Bond Short Term Plan of Inc Dis cum Cap Wdrl (PIDCW-M) Sip
The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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 Short Term Plan of Inc Dis cum Cap Wdrl (PIDCW-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 Short Term Plan of Inc Dis cum Cap Wdrl (PIDCW-M) Review
Kotak Bond Short Term Plan of Inc Dis cum Cap Wdrl (PIDCW-M) has a score of 4 on a scale of 5. The fund has a score of 5 out of 5 based on historical performance. As compared to the other funds in its category, Kotak Bond Short Term Plan of Inc Dis cum Cap Wdrl (PIDCW-M) has a score of 5out of 5
The credit risk of the fund is 4 out of 5 as compared to other debt funds.
