- Mutual Funds
- Kotak Mutual Fund
- Kotak Low Duration Fund Standard Plan of (RIDCW-W)
Formerly Kotak Low Duration Std Wk Div
Kotak Low Duration Fund Standard Plan of (RIDCW-W)
₹ 1014.7975
NAV (Sep 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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 1014.7975
NAV (Sep 17)
Fund Returns
Last 1Y | 4.5% |
Last 3Y | 5.9% |
Last 5Y | 5.5% |
Last 10Y | 6.3% |
Since Inception | 6.3% |
6 Month CAGR | 2.6% |
Scheme Information
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 | 1.16 |
Launched (16y ago) | Mar 06, 2008 |
AUM in Crores | 7962.521 |
ISIN | INF178L01236 |
Lock-in | No Lock-in |
Benchmark | NIFTY Low Duration Debt TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.3 |
Standard Deviation (5yr) | 1 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.595 |
Sharpe Ratio (5yr) | -0.041 |
YTM | 8.12 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Low Duration Fund Standard Plan of (RIDCW-W) | 8,36,128 | 1,03,516 | 5.5% | |
| 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
8.25% govt stock 2033
8.5%7.69% govt stock 2028
5.8%national bank for agriculture and rural development
5.3%rural electrification corporation limited
3.4%bharti telecom limited
3.1%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.2% | 8.4% | ||
12.5% | 13.8% | ||
- | 5% | ||
14.2% | 8.4% | ||
14.2% | 8.4% |
Kotak Low Duration Fund Standard Plan of (RIDCW-W) Review
Kotak Low Duration Fund Standard Plan of (RIDCW-W) is a Low Duration Debt fund and has delivered an annualised return of 6.3% over a period of 16 years. The fund was previously known as Kotak Low Duration Std Wk Div. 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-W) as of 9/17/2021 is ₹1014.80 with the total AUM as of 4/17/2024 is ₹7962.521. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Low Duration Fund Standard Plan of (RIDCW-W) 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-W) is ₹0 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-W) 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-W) is rated as a 2 fund in Debt and delivered 4.5% 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-W).
Frequently Asked Questions
What is Kotak Low Duration Fund Standard Plan of (RIDCW-W)?
How to invest in Kotak Low Duration Fund Standard Plan of (RIDCW-W)?
You can invest in Kotak Low Duration Fund Standard Plan of (RIDCW-W) 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-W)?
The minimum sip amount for Kotak Low Duration Fund Standard Plan of (RIDCW-W) is ₹0. You can invest in multiples of ₹5000.
Is Kotak Low Duration Fund Standard Plan of (RIDCW-W) good to invest in?
As per Scripbox experts, Kotak Low Duration Fund Standard Plan of (RIDCW-W) is a Neutral fund. You can investKotak Low Duration Fund Standard Plan of (RIDCW-W) 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-W)?
The expense ratio of the Kotak Low Duration Fund Standard Plan of (RIDCW-W) is 1.16% for regular plan.