Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option
Fund House: Kotak Mahindra Mutual Fund| Category: Debt: Low Duration |
| Launch Date: 06-03-2008 |
| Asset Class: Fixed Income |
| Benchmark: NIFTY Low Duration Debt Index A-I |
| TER: 1.17% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 12,555.73 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
1274.9651
0.12 (0.0091%)
10.63%
Benchmark: 6.37%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 1D Rate Index
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
6 Years 11 Months
6 Years 11 Months
6 Years 11 Months
6 Years 11 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 | 0.69 |
| Sharpe Ratio | -0.36 |
| Alpha | 2.5 |
| Beta | 1.37 |
| Yield to Maturity | 6.92 |
| Average Maturity | 1.57 |
PEER COMPARISON
Scheme Characteristics
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months.
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.36%
