- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Low Duration Fund (G)
Kotak Low Duration Fund (G)
₹ 3312.37
NAV (May 07)
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.
Scheme Information
The scheme seeks to generate income through investment in low duration debt and money market securities.
Expense Ratio | 1.17 % |
Launched 17Y ago | 2008-03-06 |
AUM in Crores | 11266.2 |
ISIN | INF178L01202 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Low Duration Debt Index A-I |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 0.6 |
Beta | 1.3 |
Sharpe Ratio | -0.2 |
YTM | - |
Asset allocation and Holdings
Top Debt Holdings
GOI
7%HDFC Bank Ltd.
4.84%Punjab National Bank
4.45%GOI
4.22%National Bank For Agriculture & Rural Development
4.18%
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 10,935 cr | ||
₹ 4,544 cr | ||
₹ 7,713 cr | ||
₹ 15,014 cr | ||
₹ 13,293 cr |
Kotak Low Duration Fund (G) Review
Kotak Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 7.22% over 17 years. The fund has grown over a period of 17 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Deepak Agrawal, Manu Sharma, Palha Khanna.
Nav of Kotak Low Duration Fund (G) as of 5/7/2025 is ₹3312.37 with the total AUM as of 5/8/2025 is ₹11266.23. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Low Duration Fund (G) was launched on 2008-03-06. The category risk of the fund is Low to Moderate.
The minimum SIP amount for Kotak Low Duration Fund (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 (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 Index A-I.
Scripbox has rated it 3 stars, indicating it's a neutral fund in the Debt category and delivered 7.74% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Low Duration Fund (G).