Kotak Low Duration Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Low Duration Growth Direct Plan

NAV
₹3,328.5470
+0.02%
(16 May)
AUM
9,235 Cr
TER
0.42%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.9%
+7.8%
+7.7%
+7.6%
+7.3%
+6.1%
3Y
+6.1%
+6.1%
+6.2%
+6.0%
+7.5%
+5.1%
5Y
+6.7%
+6.8%
+6.9%
+6.8%
+4.8%
+5.0%
ALL
+7.8%
+7.7%
+8.0%
+8.0%
+6.9%
+6.2%
VOL
0.8%
0.8%
0.6%
1.0%
0.7%
-
TER
0.4%
0.5%
0.4%
0.4%
0.4%
-
AUM
₹18,176 Cr
₹16,714 Cr
₹12,150 Cr
₹9,235 Cr
₹2,630 Cr
-
INFO
9.51
9.84
12.66
8.23
9.40
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Low Duration (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
8.34% Govt Stock 2033
7.5%
7.72% Govt Stock 2028
6.7%
Axis Bank Limited
6.4%
Hindustan Zinc Limited - Commercial Paper
5.3%
National Bank For Agriculture And Rural Development - NCD & Bonds
4.6%
SANSAR TRUST JULY 2023
3.6%
Rural Electrification Corporation Limited - NCD & Bonds
2.8%
Embassy Office Parks Reit - NCD & Bonds
2.2%
Bharti Telecom Limited - NCD & Bonds
2.2%
Muthoot Finance Limited - NCD & Bonds
2.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund 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
Fund manager(s)
Deepak Agrawal
Manu Sharma
Palha Khanna

FAQs