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Kotak Bond Short Term Plan-(Growth)

  • Debt
  • Short Duration
  • Moderate
  • Current NAV

    ₹47.28 0.0012%

    15-04-2024
  • Annual Returns

    6.62%

  • Min. SIP ₹100

    Min. Investment ₹100

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  • Debt 97.24%
  • Others 2.53%

Market Cap

Allocation
Others 97.24

Sector Allocation

Financial

Sovereign

Construction

Energy

Capital Goods

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
7.18% GOI 14/08/2033 Sovereign 9.75% 0%
GOI% 22/09/2033 Sovereign 7.87% 0%
7.18% GOI 24/07/2037 Sovereign 7.2% 0%
7.5% National Bank For Agriculture & Rural Development Financial 5.22% 0%
7.32% GOI 13/11/2030 Sovereign 4.74% 0%
7.17% GOI 17/04/2030 Sovereign 3.58% 0%
7.75% LIC Housing Finance Ltd. 23/11/2027 Financial 3.38% 0%
7.8% National Bank For Agriculture & Rural Development 15/03/2027 Financial 2.89% 0%
7.67% LIC Housing Finance Ltd. 15/04/2033 Financial 2.85% 0%
HDFC Bank Ltd.% 30/09/2024 Financial 2.7% 0%
7.69% HDFC Bank Ltd. 27/01/2033 Financial 2.57% 0%
7.9% Bajaj Finance Ltd. 17/11/2025 Financial 2.29% 0%
6.75% Sikka Ports and Terminals Ltd. 22/04/2026 Energy 2.19% 0%
6.58% L&T Metro Rail (Hyderabad) Ltd. 30/04/2026 Construction 1.99% 0%
7.54% Small Industries Devp. Bank of India Ltd. 12/01/2026 Financial 1.42% 0%
REC Ltd.% 31/10/2024 Financial 1.42% 0%
Mahindra & Mahindra Financial Services Ltd.% 14/02/2025 Financial 1.36% 0%
7.75% Small Industries Devp. Bank of India Ltd. 10/06/2027 Financial 1.36% 0%
8.3% Toyota Financial Services Ltd. 25/01/2027 Financial 1.36% 0%
7.49% National Bank For Agriculture & Rural Development 15/10/2026 Financial 1.35% 0%
7.59% Small Industries Devp. Bank of India Ltd. 10/02/2026 Financial 1.31% 0%
7.69% REC Ltd. 31/03/2033 Financial 1.2% 0%
7.59% Power Finance Corporation Ltd. 17/01/2028 Financial 1.19% 0%
6.4% Jamnagar Utilities and Power Pvt. Ltd. 29/09/2026 Capital Goods 1.18% 0%
8.3% Tata Capital Financial Services Ltd. 13/03/2026 Financial 1.02% 0%
8.1% Tata Capital Housing Finance Ltd. 19/02/2027 Financial 1.02% 0%
7.79% Small Industries Devp. Bank of India Ltd. 14/05/2027 Financial 1.02% 0%
7.99% HDB Financial Services Ltd. 16/03/2026 Financial 1.01% 0%
7.96% HDB Financial Services Ltd. 17/11/2025 Financial 1.01% 0%
Bajaj Finance Ltd.% 18/02/2026 Financial 0.93% 0%
7.77% Power Finance Corporation Ltd. 15/07/2026 Financial 0.85% 0%
7.55% Power Finance Corporation Ltd. 15/07/2026 Financial 0.85% 0%
7.51% REC Ltd. 31/07/2026 Financial 0.84% 0%
HDFC Bank Ltd.% 28/10/2024 Financial 0.84% 0%
First Business Receivable Trust% 01/10/2025 Financial 0.72% 0%
HDFC Bank Ltd.% 01/11/2028 Financial 0.71% 0%
7.18% Canara Bank 11/03/2030 Financial 0.68% 0%
8.285% Tata Capital Ltd. 10/05/2027 Financial 0.68% 0%
Aditya Birla Housing Finance Ltd.% 16/07/2024 Financial 0.68% 0%
HDB Financial Services Ltd.% 02/08/2024 Financial 0.68% 0%
GOI% 07/12/2031 Sovereign 0.68% 0%
7.68% Indian Railway Finance Corporation Ltd. 24/11/2026 Financial 0.68% 0%
7.71% REC Ltd. 26/02/2027 Financial 0.68% 0%
7.11% Small Industries Devp. Bank of India Ltd. 27/02/2026 Financial 0.67% 0%
8.04% HDB Financial Services Ltd. 25/02/2026 Financial 0.67% 0%
6.72% India Grid Trust 14/09/2026 Capital Goods 0.66% 0%
Power Finance Corporation Ltd.% 02/08/2024 Financial 0.64% 0%
7.63% Maharashtra State 31/01/2035 Others 0.61% 0%
7.98% Bajaj Housing Finance Ltd. 18/11/2027 Financial 0.61% 0%
8.061% ICICI Home Finance Company Ltd. 25/03/2026 Financial 0.54% 0%
Tata Capital Financial Services Ltd.% 02/08/2024 Financial 0.51% 0%
Sansar Trust% 20/01/2027 Others 0.51% 0%
4.45% GOI 30/10/2034 Sovereign 0.5% 0%
5.83% State Bank of India 26/10/2030 Financial 0.33% 0%
6.4% John Deere Financial India Pvt. Ltd. 20/06/2025 Financial 0.33% 0%
8.0915% ICICI Home Finance Company Ltd. 15/09/2026 Financial 0.27% 0%
GOI% 19/03/2029 Sovereign 0.2% 0%
ONGC Petro Additions Ltd.% 11/04/2025 Energy 0.18% 0%
9.05% HDFC Bank Ltd. 16/10/2028 Financial 0.18% 0%
6.97% Karnataka State 26/02/2028 Others 0.17% 0%
7.9% Sikka Ports and Terminals Ltd. 18/11/2026 Energy 0.17% 0%
6.24% State Bank of India 21/09/2030 Financial 0.17% 0%
GOI% 12/03/2029 Sovereign 0.12% 0%
GOI% 22/08/2026 Sovereign 0.12% 0%
7.55% Tata Capital Housing Finance Ltd. 05/08/2025 Financial 0.11% 0%
GOI% 22/02/2028 Sovereign 0.1% 0%
8.34% Highways Infrastructure Trust 18/01/2027 Construction 0.1% 0%
5.776% LIC Housing Finance Ltd. 11/09/2025 Financial 0.1% 0%
DME Development Ltd.% 16/03/2029 Construction 0.07% 0%
DME Development Ltd.% 16/03/2034 Construction 0.07% 0%
DME Development Ltd.% 18/03/2030 Construction 0.07% 0%
DME Development Ltd.% 17/03/2036 Construction 0.07% 0%
DME Development Ltd.% 17/03/2031 Construction 0.07% 0%
DME Development Ltd.% 16/03/2037 Construction 0.07% 0%
DME Development Ltd.% 16/03/2035 Construction 0.07% 0%
DME Development Ltd.% 16/03/2033 Construction 0.07% 0%
DME Development Ltd.% 16/03/2032 Construction 0.07% 0%
DME Development Ltd.% 16/03/2028 Construction 0.07% 0%
6.53% Tamilnadu State 06/01/2031 Others 0.01% 0%
9.75% Jamnagar Utilities and Power Pvt. Ltd. 02/08/2024 Capital Goods 0.01% 0%

Market Cap

Allocation
Others 2.53

Sector Allocation

Others

Current Holdings

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Others Others 2.42% 0%
Others Others 0.11% 0%

Frequently Asked Questions’s

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 holdings for Kotak Bond Short Term Plan?

The top holdings of this fund are 7.18% GOI 14/08/2033, GOI% 22/09/2033, 7.18% GOI 24/07/2037, 7.5% National Bank For Agriculture & Rural Development, 7.32% GOI 13/11/2030

Top 5 Sector for Kotak Bond Short Term Plan?

The major sectors of this fund are Financial, Sovereign, Construction, Energy, Capital Goods.

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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