- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Bond Short-term Fund (G)
Kotak Bond Short-term Fund (G)
₹ 49.37
NAV (Oct 15)
The category is one of the largest categories within the Debt Segment (9% of the total assets).
We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 49.37
NAV (Oct 15)
Fund Returns
Last 1Y | 8.2% |
Last 3Y | 5.4% |
Last 5Y | 6.2% |
Last 10Y | 7% |
Since Inception | 7.4% |
6 Month CAGR | 4.4% |
Scheme Information
The scheme seeks to provide reasonable returns and reasonably high levels of liquidity by investing in debt instruments such as bonds, debentures and Government securities; and money market instruments such as treasury bills, commercial papers, certificates of deposit, including repos in permitted securities of different maturities, so as to spread the risk across different kinds of issuers in the debt markets.
Expense Ratio | 1.11 |
Launched (0y ago) | 1.11 |
AUM in Crores | 16806.4 |
ISIN | INF174K01ES7 |
Lock-in | - |
Benchmark | NIFTY Short Duration Debt Index A-II |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 1.2 |
Beta | 2 |
Sharpe Ratio | -0.4 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Bond Short-term Fund (G) | 8,49,627 | 1,17,015 | 6.2% | |
| 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
11%GOI
10.8%GOI
6.9%National Bank For Agriculture & Rural Development
5.1%GOI
4.9%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,523 cr | ||
₹ 8,029 cr | ||
₹ 10,307 cr | ||
₹ 14,839 cr | ||
₹ 4,610 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.7% | 15.7% | ||
14.8% | 8.4% | ||
- | 5.8% | ||
6.3% | 6.9% | ||
5.9% | 7.3% |
Kotak Bond Short-term Fund (G) Review
Kotak Bond Short-term Fund (G) is a Short Term Debt fund and has delivered an annualised return of 7.364% over a period of 22 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Abhishek Bisen, Deepak Agrawal, Palha Khanna.
Nav of Kotak Bond Short-term Fund (G) as of 10/15/2024 is ₹49.37 with the total AUM as of 10/16/2024 is ₹16806.4402. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Bond Short-term Fund (G) was launched on 2002-05-02. The category risk of the fund is Above Average.
The minimum SIP amount for Kotak Bond Short-term Fund (G) 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 Bond Short-term Fund (G) 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 Short Duration Debt Index A-II.
It is rated as a 4 fund in Debt and delivered 8.151% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Bond Short-term Fund (G).
Frequently Asked Questions
What is Kotak Bond Short-term Fund (G)?
How to invest in Kotak Bond Short-term Fund (G)?
You can invest in Kotak Bond Short-term Fund (G) 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 Bond Short-term Fund (G)?
The minimum sip amount for Kotak Bond Short-term Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Bond Short-term Fund (G) good to invest in?
As per Scripbox experts, it is a 4 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Bond Short-term Fund (G)?
The expense ratio of the Kotak Bond Short-term Fund (G) is 1.11% for regular plan.
What is the NAV of Kotak Bond Short-term Fund (G)?
Today's Kotak Bond Short-term Fund (G) NAV is ₹49.37.