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  • Kotak Low Duration Fund Standard Plan of Income Dis cum Cap wdrl (PIDCW-M)

Formerly Kotak Low Duration Std Mn Div

Kotak Mutual Fund

Kotak Low Duration Fund Standard Plan of Income Dis cum Cap wdrl (PIDCW-M)

DebtLow Duration

1026.6632

NAV (Oct 26)

5.7%
3 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in low duration mutual funds.

However, Scripbox does not recommend investing in low duration mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

13 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

11,433 Cr. Category leader in size

Impact of Interest Rate Changes

Moderate Interest Rate Risk. The impact on fund value is moderate when interest rates change

Credit Quality Of Fund's Portfolio

Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds

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Short Term Money

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  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

1026.6632

NAV (Oct 26)

Fund Returns

Last 1Y
3.9%
Last 3Y
5.7%
Last 5Y
5.4%
Last 10Y
6.2%
Since Inception
6.3%
6 Month CAGR
2.1%
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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

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Moderate Risk

Expense Ratio
1.17
Launched (13y ago)
Mar 06, 2008
AUM in Crores
11432.168
ISIN
INF178L01210
Lock-in
No Lock-in
Benchmark
NIFTY Low Duration Debt Index TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Deepak Agrawal

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
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comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)

Kotak Savings Fund (G)

recommended-badge

₹ 13,509 cr

5

recommended-badge

₹ 33,192 cr

5

recommended-badge

₹ 11,590 cr

5

recommended-badge

₹ 33,722 cr

5

recommended-badge

₹ 22,849 cr

5

amc-icon

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 281,432 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 37 equity,164 debt and 26 hybrid funds.

amc-img

  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    6%

    7.4%

    recommended-badge

    24.8%

    %

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    5%

    6.1%

    top-ranked-badge

    24.3%

    %

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Kotak Low Duration Fund Standard Plan of Income Dis cum Cap wdrl (PIDCW-M)

    About Kotak Low Duration Fund Standard Plan of Income Dis cum Cap wdrl (PIDCW-M)

    Kotak Low Duration Fund Standard Plan of Income Dis cum Cap wdrl (PIDCW-M) is a Low Duration Debt fund and has delivered an annualised return of 6.3% over a period of 13 years. The fund was previously known as Kotak Low Duration Std Mn Div . The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund manager’s name is Deepak Agrawal

    Kotak Low Duration Fund Standard Plan of Income Dis cum Cap wdrl (PIDCW-M) 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 . However, there is no assurance that the objective of the scheme will be realized.

    Kotak Low Duration Fund Standard Plan of Income Dis cum Cap wdrl (PIDCW-M) NAV,AUM,Risk

    The Kotak Low Duration Fund Standard Plan of Income Dis cum Cap wdrl (PIDCW-M) fund was launched on Mar 06, 2008. The NAV (Net Asset Value) of this Low Duration Debt fund as of 2021-10-26 is ₹1026.66. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹11432.168. The category risk of the Kotak Low Duration Fund Standard Plan of Income Dis cum Cap wdrl (PIDCW-M) fund is Moderate Risk. The fund charges 1.17 % as expense ratio.

    Kotak Low Duration Fund Standard Plan of Income Dis cum Cap wdrl (PIDCW-M) Holdings

    The fund’s highest allocation is towards Debt and has invested 57.3% in this asset class. The top three holdings of the fund are , 182 dtb 09122021 , 91 dtb 13012022 , govt stock , 364 dtb 02122021 , goi floating rate bond 2024 , reverse repo # , 7.59% govt stock 2026 , 182 dtb 28102021 , shriram transport finance company limited , hdfc bank limited , indusind bank limited , export-import bank of india , net current assets/(liabilities) , triparty repo , 7.33% govt stock 2031 , embassy office parks reit , housing development finance corporation limited , 8.15% haryana sdl 2025 , nabha power limited , embassy office parks reit , manappuram finance limited , manappuram finance limited , power finance corporation ltd. , hdb financial services limited , housing development finance corporation limited , nabha power limited , shriram transport finance company limited , state bank of india , 182 dtb 16122021 , bajaj housing finance limited , small industries development bank of india , mahindra & mahindra financial services ltd , l&t infrastructure finance company limited , lic housing finance limited , l&t infrastructure finance company limited , aditya birla finance limited , 182 dtb 04112021 , hdb financial services limited , bahadur chand investments private limited , mindspace business parks reit , bharti telecom limited , tata projects limited , hindustan zinc limited , allahabad bank , bajaj finance limited , tata capital financial services limited , housing development finance corporation limited , union bank of india , punjab national bank , power finance corporation limited , india grid trust , jm financial products limited , syndicate bank , housing development finance corporation limited , sundaram finance limited , 8.27% uttar pradesh sdl 2025 , national bank for agriculture and rural development , mahindra & mahindra financial services limited , housing development finance corporation limited , 05.93 rj sdl 2025 , bajaj finance limited , phoenix arc private limited , axis bank limited , 364 dtb 30122021 , rural electrification corporation limited , kotak mahindra prime limited , hdb financial services limited , godrej industries limited , can fin homes limited , oberoi realty limited , punjab national bank , nabha power limited , national bank for agriculture and rural development , 182 dtb 02122021 , coastal gujarat power limited , bajaj finance limited , goi 15.12.2021 gov , gs cg 15/06/2022 - (strips) strps , rural electrification corporation limited , 8.07% gujarat sdl 2025 , aditya birla finance limited , tata motors limited , food corporation of india , housing development finance corporation limited

    Kotak Low Duration Fund Standard Plan of Income Dis cum Cap wdrl (PIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Kotak Low Duration Fund Standard Plan of Income Dis cum Cap wdrl (PIDCW-M) Investment volatility and Horizon

    This fund 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 TR INR.

    Kotak Low Duration Fund Standard Plan of Income Dis cum Cap wdrl (PIDCW-M) Review

    Kotak Low Duration Fund Standard Plan of Income Dis cum Cap wdrl (PIDCW-M) has a score of 3 on a scale of 5. The fund has a score of 4 out of 5 based on historical performance. As compared to the other funds in its category, Kotak Low Duration Fund Standard Plan of Income Dis cum Cap wdrl (PIDCW-M) has a score of 5out of 5 The credit risk of the fund is 3 out of 5 as compared to other debt funds.

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