Kotak Mutual Fund

Kotak Low Duration Fund (G)

₹ 3312.37

NAV (May 07)

6.824%
3 Year CAGR
Scripbox Opinion
neutral-badge
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 ->

Consistency of Credit quality

Neutral

The performance of the fund on a Consistency of Credit Quality metric has been Neutral

Fund Size

Good

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

Scheme Information

Investment Objective

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

Asset allocation and Holdings

Last updated on 2025-03-27

Top Debt Holdings

GOI

7%
7%

HDFC Bank Ltd.

4.84%
4.84%

Punjab National Bank

4.45%
4.45%

GOI

4.22%
4.22%

National Bank For Agriculture & Rural Development

4.18%
4.18%
See all holdings
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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).

Frequently Asked Questions

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