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  • Kotak Mutual Fund
  • Kotak Low Duration Fund Standard Plan of (RIDCW-M)
Kotak Mutual Fund

Kotak Low Duration Fund Standard Plan of (RIDCW-M)

DebtLow Duration

1179.7075

NAV (Jun 13)

5.2%
3 Year CAGR
Scripbox Opinion
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.

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 ->

Fund Size

Good

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

Rolling Returns

Good

The performance of the fund on a Rolling Returns metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

1179.7075

NAV (Jun 13)

Fund Returns

Last 1Y
6.8%
Last 3Y
5.2%
Last 5Y
6%
Last 10Y
7.1%
Since Inception
7.2%
6 Month CAGR
3.6%

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

Expense Ratio
1.17
Launched (16y ago)
Mar 06, 2008
AUM in Crores
9154.397
ISIN
INF178L01228
Lock-in
No Lock-in
Benchmark
NIFTY Low Duration Debt TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0.7
Standard Deviation (5yr)
1.1
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.788
Sharpe Ratio (5yr)
0.151
YTM
8.01
Fund Managers

Manu Sharma

Fund Manager

Palha Khanna

Fund Manager

Deepak Agrawal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Low Duration Fund Standard Plan of (RIDCW-M)70%8,36,128 1,03,5165.5%
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.

Asset allocation and Holdings

Last updated on 2024-06-13

Top Debt Holdings

8.34% govt stock 2033

7.4%
7.4%

hindustan zinc limited

5.4%
5.4%

national bank for agriculture and rural development

4.6%
4.6%

sansar trust july 2023

3.3%
3.3%

rural electrification corporation limited

2.8%
2.8%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)
Bandhan CRISIL IBX Gilt April 2028 Index fund (G)

₹ 5,001 cr

₹ 10,797 cr

₹ 46,422 cr

₹ 14,535 cr

₹ 15,157 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 423,181 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

11.9%

8.2%

16.6%

15.8%

-

5.2%

11.9%

8.2%

11.9%

8.2%

Kotak Low Duration Fund Standard Plan of (RIDCW-M) Review

Kotak Low Duration Fund Standard Plan of (RIDCW-M) is a Low Duration Debt fund and has delivered an annualised return of 6.1% over a period of 16 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Deepak Agrawal, Manu Sharma, Palha Khanna.

Nav of Kotak Low Duration Fund Standard Plan of (RIDCW-M) as of 6/13/2024 is ₹1179.71 with the total AUM as of 6/14/2024 is ₹9154.397. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Low Duration Fund Standard Plan of (RIDCW-M) was launched on Mar 06, 2008. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Kotak Low Duration Fund Standard Plan of (RIDCW-M) 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 Standard Plan of (RIDCW-M) 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 TR INR.

Kotak Low Duration Fund Standard Plan of (RIDCW-M) is rated as a 2 fund in Debt and delivered 6.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Low Duration Fund Standard Plan of (RIDCW-M).

Frequently Asked Questions

What is Kotak Low Duration Fund Standard Plan of (RIDCW-M)?

Kotak Low Duration Fund Standard Plan of (RIDCW-M) is a Low Duration Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Kotak Low Duration Fund Standard Plan of (RIDCW-M)?

You can invest in Kotak Low Duration Fund Standard Plan of (RIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Kotak Low Duration Fund Standard Plan of (RIDCW-M)?

The minimum sip amount for Kotak Low Duration Fund Standard Plan of (RIDCW-M) is ₹1000. You can invest in multiples of ₹5000.

Is Kotak Low Duration Fund Standard Plan of (RIDCW-M) good to invest in?

As per Scripbox experts, Kotak Low Duration Fund Standard Plan of (RIDCW-M) is a Neutral fund. You can investKotak Low Duration Fund Standard Plan of (RIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Kotak Low Duration Fund Standard Plan of (RIDCW-M)?

The expense ratio of the Kotak Low Duration Fund Standard Plan of (RIDCW-M) is 1.17% for regular plan.