Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option

Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option

  • Current NAV

    ₹1173.91 0.2193%

    17-05-2024
  • Annual Returns

    6.78%

  • Min. SIP ₹100

    Min. Investment ₹100

Invest Now Compare

Invest Now

Calculate SIP Returns of Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option

Monthly SIP Target Amount

I want to invest

Annual returns
I can wait for

I can wait for

I want

Annual returns
I can wait for

I can wait for

Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

Start SIP

Investment Returns

This Fund Category Avg. Benchmark
1W 0.14% 0.14% 0.38%
1M 0.53% 0.54% 1.09%
3M 1.88% 1.87% 1.83%
6M 3.46% 3.54% 4.77%
1Y 6.78% 6.89% 7.13%
2Y 6.41% 6.43% 7.99%
3Y 5.2% 5.49% 5.9%
5Y 5.57% 5.6% 7.63%
ALL 10.93% 6.87% 8.73%

Check out what are trolling and rolling returns of this fund ?

Check Now

Risk scale

Moderate

Check ot the detail risk analysis of the fund.

Check Now
small-banner

Fund Managers

Deepak Agrawal
Deepak Agrawal

Fund Manage - 14

Total AUM. - 150749Cr.

Palha Khanna
Palha Khanna

Fund Manage - 18

Total AUM. - 160695Cr.

Manu Sharma
Manu Sharma

Fund Manage - 6

Total AUM. - 70152Cr.

checked

Check Free KYC

  • checkedQuick & Easy Steps!
  • checkedEnhanced security measures
  • checkedInstant Access To All Features

To Know Your Eligibility for Mutual Fund Investment

Enter Valid PAN Number

Enter Your Name

Next By Proceeding, you agree T&C

Enter a valid mobile number

Enter valid email address

By Proceeding, you agree T&C

Portfolio Analysis

Debt97.69% Others2.06%

Market Cap

Top 5 Sectors

Financial

Sovereign

Construction

Metals & Mining

Others

Top 5 Companies

GOI% 22/09/2033

GOI% 04/10/2028

Axis Bank Ltd.% 24/07/2024

Hindustan Zinc Ltd.% 88-D 23/07/2024

7.57% National Bank For Agriculture & Rural Development 19/03/2026

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Check out the portfolio analysis of this fund.

Check Now

Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

Check out the performance of the similar or peer funds

Check Now

More Funds From Kotak Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth 2.33% 2.86% 19.92% 70.76% 0%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 8.03% 14.36% 42.79% 63.77% 0%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth 8.39% 17.28% 36.52% 59.77% 27.31%
Kotak Multicap Fund-Regular Plan-Growth 4.22% 4.23% 27.27% 57.99% 0%
Kotak Manufacture in India Fund - Regular Plan Growth 6.82% 11.46% 28.38% 51.52% 0%
Kotak India EQ Contra Fund - Growth 4.43% 5.85% 26.94% 50.35% 21.3%
Kotak Emerging Equity Scheme - Growth 8.03% 12.15% 21.38% 46.84% 25.58%
See More About Kotak Mutual Fund

Top Fund's Comparisions

Bandhan Small Cap Fund - Regular Plan - Growth

3Y Returns29.86%

AUM 3880Cr.

VS

Quant Small Cap Fund-Growth

Returns33.9%

AUM 13002Cr.

Compare Now

SBI Small Cap Fund - Regular Plan - Growth

3Y Returns24.2%

AUM 23717Cr.

VS

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Returns27.67%

AUM 7821Cr.

Compare Now

Franklin India Smaller Companies Fund-Growth

3Y Returns32.71%

AUM 11398Cr.

VS

DSP Small Cap Fund - Regular - Growth

Returns25.41%

AUM 13095Cr.

Compare Now

ITI Small Cap Fund Regular - Growth

3Y Returns23.31%

AUM 1840Cr.

VS

Bandhan Small Cap Fund - Regular Plan - Growth

Returns29.86%

AUM 3880Cr.

Compare Now

Suitability

This fund is suitable for those investors
  • Suitability Purpose of this fundPurpose
  • Perfect for short-term financial goals or post-retirement investment, offering returns potentially higher than traditional fixed deposits.
  • Suitability Strategy of this fundStrategy
  • Focuses on investing in quality and high-rated debt instruments, such as government or corporate bonds, ensuring a stable and reliable income stream.
  • Suitability Duration of this fundDuration
  • A recommended minimum investment period of 1-3 years is advised to capitalize on the stability and benefits of fixed-income securities across different market conditions.
  • Suitability Risk Tolerance of this fundRisk Tolerance
  • Expects very low volatility, with minimal risk of negative returns, making it a safer choice for conservative investors.
  • Suitability Returns Expectation of this fundReturns Expectation
  • Aims for a 7-10% compounded annual growth rate (CAGR), often outperforming traditional fixed deposits and providing a more lucrative income option.

Frequently Asked Questions

What is the current NAV of Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option as of 17-05-2024 is 1173.9119.

What is the expense ratio of Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option?

Kotak performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option is Rs 11034.15 Crs.

Is Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Sovereign, Construction, Metals & Mining, Others.

How to start online SIP in Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal options?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option?

Redeeming your investments in Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Deepak Agrawal, Manu Sharma, Palha Khanna, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

Request call back
Add to Cart Successfully