- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Low Duration Fund Direct Growth
Kotak Low Duration Fund Direct Plan Growth
₹ 3545.24
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 Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,27,705
Wealth Gained8,60,317
Total Corpus Created (₹)
With CAGR of 6.657 % in 5 yearsHistorical NAV
₹ 3545.2445
NAV (Mar 17)
Fund Returns
Last 1Y | 7.9% |
Last 3Y | 7% |
Last 5Y | 6.7% |
Last 10Y | 7.7% |
Since Inception | 7.9% |
6 Month CAGR | 3.8% |
Scheme Information
The scheme seeks to generate income through investment in low duration debt and money market securities.
Expense Ratio | 0.42 % |
Launched | - |
AUM in Crores | 11754.8 |
ISIN | INF178L01AX4 |
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 | 0.9 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Low Duration Fund Direct (G) | 8,60,317 | 1,27,705 | 6.7% | |
| 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 | |
|---|---|---|
₹ 4,714 cr | ||
₹ 4,444 cr | ||
₹ 12,517 cr | ||
₹ 15,117 cr | ||
₹ 55,112 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.4% | 6% | ||
18.8% | 14.5% | ||
17.6% | 7.8% | ||
7.2% | 7.8% | ||
7.4% | 7.1% |
Kotak Low Duration Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment1,27,705
Wealth Gained8,60,317
Total Corpus Created (₹)
With CAGR of 6.657 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Kotak Low Duration Fund Direct Plan Growth?
What is the current AUM of Kotak Low Duration Fund Direct Growth?
What is the latest NAV of Kotak Low Duration Fund Direct Growth?
What is the Riskometer rating for Kotak Low Duration Fund Direct Plan Growth?
Which are the top sector holdings in Kotak Low Duration Fund Direct Plan?
Which are the top stock holdings in Kotak Low Duration Fund Direct Plan?
What is the asset allocation of Kotak Low Duration Fund Direct Plan Growth?
What has been the performance of Kotak Low Duration Fund Direct Growth returns?
Does Kotak Low Duration Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Kotak Low Duration Fund Direct Plan Growth?
How to invest in Kotak Low Duration Fund Direct Growth?
How can I redeem my investment in Kotak Low Duration Fund Direct Plan?