Kotak Low Duration Fund - Regular Plan - Monthly - Reinvestment & Payout of Income Distribution cum Capital Withdrawal Option

Fund House: Kotak Mahindra Mutual Fund
Category: Debt: Low Duration
Launch Date: 16-06-2026
Asset Class: Fixed Income
Benchmark: NIFTY Low Duration Debt Index A-I
TER: -
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: -
Turn over: - | Exit Load: Nil

1005.5598

0.52%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 1D Rate Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
0 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Kotak Low Duration Fund - Regular Plan - Monthly - Reinvestment & Payout of Income Distribution cum Capital Withdrawal Option 16-06-2026 - - - - -
ICICI Prudential SavIngs Fund - Growth 27-09-2002 6.45 7.43 7.54 6.6 7.1
Nippon India Low Duration Fund - Retail Plan - Growth Plan - Growth Option 22-03-2007 6.28 7.07 6.96 6.06 6.3
UTI Low Duration Fund - Regular Plan - Growth Option 21-03-2003 6.21 7.29 7.26 7.41 6.01
Axis Treasury Advantage Fund - Regular Plan - Growth Option 05-10-2009 6.18 7.22 7.21 6.31 6.72
Axis Treasury Advantage Fund - Retail Plan - Growth Option 15-03-2010 6.18 7.22 7.21 6.31 6.64
FranklIn India Low Duration Fund-Growth 06-03-2025 6.18 - - - -
HSBC Low Duration Fund - Regular Growth 01-01-2013 6.08 7.68 7.57 6.39 6.56
Tata Treasury Advantage Fund - Regular Plan - Growth Option 06-09-2005 6.07 7.03 7.03 6.12 6.04
Canara Robeco SavIngs Fund - Regular Plan - Growth Option 05-03-2005 6.01 7.0 7.03 6.08 6.42

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Feedback
Notification