Kotak Ultra Short to Short Term 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: 1.17% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 12,046.16 Cr As on 31-07-2026(Source:AMFI)
Turn over: - | Exit Load: Nil

1007.623

1.19%

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 7.5
Average Maturity 1.04

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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