• 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

3084.8771

NAV (May 24)

5.2%
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

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

3084.8771

NAV (May 24)

Fund Returns

Last 1Y
6.8%
Last 3Y
5.2%
Last 5Y
5.9%
Last 10Y
7.2%
Since Inception
7.2%
6 Month CAGR
3.6%

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
1.17
Launched (16y ago)
Mar 06, 2008
AUM in Crores
9247.952
ISIN
INF178L01202
Lock-in
No Lock-in
Benchmark
NIFTY Low Duration Debt TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0.7
Standard Deviation (5yr)
1.1
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.701
Sharpe Ratio (5yr)
0.661
YTM
8.01
Fund Managers

Manu Sharma

Fund Manager

Palha Khanna

Fund Manager

Deepak Agrawal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Low Duration Fund Standard Plan (Growth)70%8,44,389 1,11,7775.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-24

Top Debt Holdings

8.34% govt stock 2033

7.5%
7.5%

7.72% govt stock 2028

5.6%
5.6%

hindustan zinc limited

5.3%
5.3%

national bank for agriculture and rural development

4.6%
4.6%

sansar trust july 2023

3.5%
3.5%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 4,984 cr

₹ 10,779 cr

₹ 49,300 cr

₹ 14,459 cr

₹ 14,796 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 414,614 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

12.4%

8.2%

15.9%

14.7%

-

5.2%

12.4%

8.2%

12.4%

8.2%

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 16 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, Palha Khanna.

Nav of Kotak Low Duration Fund Standard Plan (G) as of 5/24/2024 is ₹3084.88 with the total AUM as of 5/26/2024 is ₹9247.952. 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 6.8% 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 1.17% for regular plan.