- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Low Duration Fund (G)
Kotak Low Duration Fund (G)
₹ 3258.35
NAV (Mar 17)
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.
Kotak Low Duration Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment1,10,593
Wealth Gained8,43,205
Total Corpus Created (₹)
With CAGR of 5.843 % in 5 yearsHistorical NAV
₹ 3258.3458
NAV (Mar 17)
Fund Returns
Last 1Y | 7.1% |
Last 3Y | 6.2% |
Last 5Y | 5.8% |
Last 10Y | 6.9% |
Since Inception | 7.2% |
6 Month CAGR | 3.4% |
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 | 11754.8 |
ISIN | INF178L01202 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Low Duration Debt Index A-I |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 0.7 |
Beta | 1.3 |
Sharpe Ratio | -0.2 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Low Duration Fund (G) | 8,43,205 | 1,10,593 | 5.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
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 | |
|---|---|---|
₹ 4,444 cr | ||
₹ 12,517 cr | ||
₹ 7,712 cr | ||
₹ 15,117 cr | ||
₹ 4,714 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.2% | 5.9% | ||
18.4% | 14.1% | ||
17.2% | 9.1% | ||
6.1% | 8.3% | ||
6.8% | 6.9% |
Kotak Low Duration Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment1,10,593
Wealth Gained8,43,205
Total Corpus Created (₹)
With CAGR of 5.843 % in 5 yearsKotak Low Duration Fund (G) Review
Kotak Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 7.18% 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 3/17/2025 is ₹3258.35 with the total AUM as of 3/18/2025 is ₹11754.82. 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 7.09% 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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