Kotak Bond Short Term Plan-(Growth)

Short Duration NAV 46.0805 0 08 December, 2023

The short term fund of Kotak Asset Management Company Limited made its debut in the mutual fund market on 2nd May, 2002 with an investment objective of providing moderate returns to the investors having moderately low risk. The fund is suitable for the investors having investment horizon of a few years. The scheme is one of the top recommended mutual funds for achieving the short term financial goals and the same is reflected by the past performance of the fund in which the scheme has outperformed the benchmark and category’s average by good margin.

Fund Details

Category Short Duration
Fund Type Open Ended
Investment Plan Growth
Launch Date 02 May, 2002
Benchmark NIFTY Short Duration Debt Index B-II
Asset Size(Cr) 13183.589100000001
Turn over 0.0%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load Nil
Expense Ratio 1.17
Fund Manager Deepak Agrawal, Abhishek Bisen, Palha Khanna
Fund House Kotak Mutual Fund

Investment Returns (As on 08 Dec, 2023)

Duration Returns Benchmark Category
1 W 0.05% 0.33% 0.18%
1 M 0.01% 1.68% 0.99%
3 M 1.01% 2.58% 1.99%
6 M 2.75% 5.48% 3.81%
1 Y 6.39% 7.16% 5.37%
2 Y 4.13% 5.04% 5.14%
3 Y 4.11% 5.69% 6.07%
5 Y 6.54% 8.07% 6.01%

Risk Mesasures (As on 08 Dec, 2023)

Std Dev Sharpe Beta Alpha YTM AVG Maturity
Fund 1.78 0.69 4.78 2.48 7.89 3.78
Benchmark 0 0 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Oct, 2023)

Assets Allocation

Sector Holdings
Others 2%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak Bond Short Term Plan-(Growth) 6.39% 4.11% 6.54%
UTI Short Duration Fund - Discontinued Regular Option -Growth Sub Option 5.12% 7.1% 4.64%
Axis Short Term Fund - Regular Plan - Growth Option 6.57% 4.5% 6.81%

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Kotak Bond Short Term Fund: Stable Returns With Moderately Low Risk

The open-ended scheme of Kotak Mutual Fund falls under the category of debt mutual funds that strives hard to provide consistent returns by diversifying the assets in the debt and money market instruments. The average maturity period of Kotak Bond Short Term Fund- Regular Plan invests in the securities having an average maturity period of 2.44 years. This short duration fund of Kotak AMC is suitable for the investors who wish to accomplish their short term financial goals. Moreover, as on 31st March, 2019 the AUM of the scheme is Rs. 8,562 crore and the numbers clearly reflects the trust of Indian investors on this scheme. Also, the scheme comes with zero exit load which again provides high liquidity to the investors.


Kotak Bond Short Term Fund: Impressive Investment Style for High Returns

The fund manager, Mr. Deepak Agrawal follows the SEBI mandate regarding the short term funds and parks the money in the debt & money market instruments having low maturity period. The short term bond fund of Kotak ploughs the money in the instruments having high rating credit quality along with medium interest rate sensitivity. For this, the scheme targets the AAA, A1+, and AA rated credit quality instruments and also some portion of assets is also invested in the SOVs and cash equivalents. The investment philosophy followed by the Kotak Bond Short Term Fund is one thing that differentiates this scheme from the other category of mutual funds and makes it one of the best mutual funds in India.


Kotak Bond Short Term Fund: Healthy Track Record in the Past

The short term fund of Kotak AMC maintains a balanced portfolio and implements best investment strategy to grab the market opportunities pertaining due to interest rate fluctuations. The bond prices are inversely proportional to the interest rate, and according to the market condition the scheme increase or decrease the percentage of asset allocation in the short duration fund. Such a powerful investment strategy is sure to bring high returns, right? The 5, 7, and 10-year annualized returns of the scheme is 7.79%, 8.02%, and 7.51%, respectively. The excellent track record is again a strong reason due to which an investor should start an SIP in this scheme.


Kotak Bond Short Term Fund: Who Should Start the SIP Investment?

As said above, the scheme is a perfect option for an investor who wish to achieve moderate returns without taking much risk in the mutual fund space. Also, the moderately low risk takers having short term investment horizon can also consider investing in this short duration fund of Kotak for achieving stable returns in short time. Moreover, the scheme is again a good pick for the investors who want to add diversification in their portfolio. Therefore, if you are also an investor having similar ideologies then you should start the SIP plan in this scheme. The minimum SIP investment required is Rs. 1000.


Top 5 Benefits of Short Term Fund of Kotak AMC

  • No Exit Load: The fund provides high liquidity to the investors and can be considered as a suitable replacement of liquid and overnight funds in terms of growth and performance.
  • Less Fluctuations: Short term funds are less sensitive to the market movements than the long term funds. Thus, if you are unsure about the market movement and want to save yourself from the fluctuations then you should consider starting your SIP in Kotak Bond Short Term Fund. Want to calculate the estimated wealth creation? Use the online SIP Calculator to ease the task.
  • High Returns in Short Time: The past performance of this short term fund has been extraordinary which makes it a perfect mutual fund choice for securing consistent growth in short duration of time.
  • Low Risk: Kotak Bond Short Term Fund Regular Plan invests in the debt and money market instruments which makes it less prone towards risk than the pure equity funds. Thus, if you are looking for a safe option in the mutual fund industry then you should park your surplus cash in this fund.
  •  Portfolio Diversification: Want to achieve high returns in the mutual fund space? Never forget to maintain a diversified portfolio and there is no debt scheme better than Kotak Bond Short Term Fund that can help you in achieving the same.

Scrolling so far, you must have grasped all the essential information about the Kotak Bond Short Term Fund Regular Plan. Thus, if you are a perfect candidate for this scheme, then you should consider including this short term fund of Kotak Mutual Fund in your portfolio.

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