• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Low Duration Fund Standard Plan (Growth)

Formerly Kotak Low Duration Std Gr

Kotak Mutual Fund

Kotak Low Duration Fund Standard Plan (Growth)

DebtLow Duration

2820.1445

NAV (Jan 27)

5%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in low duration mutual funds.

Low duration 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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

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

2820.1445

NAV (Jan 27)

Fund Returns

Last 1Y

4%

Last 3Y

5%

Last 5Y

6.2%

Last 10Y

7.2%

Since Inception

7.2%

6 Month CAGR

2.8%

Scheme Information

Investment Objective

The primary objective of the Scheme is to generate income through investment primarily in low duration debt & money market securities. There is no assurance or guarantee that the investment objective of the scheme will be achieved

Expense Ratio

1.19

Launched (15y ago)

Mar 06, 2008

AUM in Crores

7798.442

ISIN

INF178L01202

Lock-in

No Lock-in

Benchmark

NIFTY Low Duration Debt TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

1.3

Standard Deviation (5yr)

1.2

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.594

Sharpe Ratio (5yr)

0.898

YTM

7.73

Fund Managers

Manu Sharma

Fund Manager

Vihag Mishra

Fund Manager

Deepak Agrawal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Low Duration Fund Standard Plan (Growth)70%850,655 118,0436.2%
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 2023-01-27

Top Debt Holdings

7.42% govt stock 2033

9%
9%

shriram finance limited

3.9%
3.9%

embassy office parks reit

3.2%
3.2%

axis bank limited

3.1%
3.1%

state bank of india

2.9%
2.9%
See all holdings

Compare Kotak Low Duration Fund Standard Plan (Growth)

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

₹ 52,076 cr

₹ 15,112 cr

₹ 16,307 cr

-

₹ 52,076 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 259,689 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.

amc-img

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

    11.1%

    7.2%

    -

    -2.2%

    -

    2.1%

    11.1%

    7.2%

    11.1%

    7.2%

    Kotak Low Duration Fund Standard Plan (G) Review

    Kotak Low Duration Fund Standard Plan (G) is a Low Duration Debt fund and has delivered an annualised return of 7.2% over a period of 14 years. The fund was previously known as Kotak Low Duration Std Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Deepak Agrawal, Manu Sharma, Vihag Mishra.

    Nav of Kotak Low Duration Fund Standard Plan (G) as of 1/27/2023 is ₹2820.14 with the total AUM as of 1/28/2023 is ₹7798.442. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Low Duration Fund Standard Plan (G) was launched on Mar 06, 2008. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Kotak Low Duration Fund Standard 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 Low Duration Fund Standard 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 Low Duration Debt TR INR.

    Kotak Low Duration Fund Standard Plan (G) is rated as a 2 fund in Debt and delivered 4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Low Duration Fund Standard Plan (G).

    Frequently Asked Questions

    What is Kotak Low Duration Fund Standard Plan (G)?

    Kotak Low Duration Fund Standard Plan (G) is a Low Duration Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

    How to invest in Kotak Low Duration Fund Standard Plan (G)?

    You can invest in Kotak Low Duration Fund Standard 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 Low Duration Fund Standard Plan (G)?

    The minimum sip amount for Kotak Low Duration Fund Standard Plan (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Kotak Low Duration Fund Standard Plan (G) good to invest in?

    As per Scripbox experts, Kotak Low Duration Fund Standard Plan (G) is a Neutral fund. You can investKotak Low Duration Fund Standard 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 Low Duration Fund Standard Plan (G)?

    The expense ratio of the Kotak Low Duration Fund Standard Plan (G) is 1.19% for regular plan.