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Kotak Bond Fund - Growth - Direct
Kotak Mahindra Mutual Fund · Income/Debt Oriented · Medium to Long Term Fund
₹90.72
AUM: —
NAV updated 14 days ago
Plan
Direct
Option
Growth
Risk
Moderate
Sharpe Ratio
-0.55
Std Dev (1Y)
2.25%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.58%
3m
+1.84%
6m
+2.78%
1y
+5.21%
3y
+7.27%
5y
+6.17%
10y
+6.88%
since inception
+7.59%
TopFund's Take on Kotak Bond Fund - Growth - Direct
Kotak Bond Fund - Growth - Direct is a Medium to Long Term Fund fund from Kotak Mahindra Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.55 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 2.25% is on the lower side for a Medium to Long Term Fund fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Income/Debt Oriented fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Tools & Guides for This Fund
Frequently Asked Questions about Kotak Bond Fund - Growth - Direct
The current NAV (Net Asset Value) of Kotak Bond Fund - Growth - Direct is ₹90.72. NAV is updated every business day after market close by AMFI.
1Y: 5.21% · 3Y CAGR: 7.27% · 5Y CAGR: 6.17%
Expense ratio data for Kotak Bond Fund - Growth - Direct is not yet available.
Kotak Bond Fund - Growth - Direct is managed by Kotak Mahindra Mutual Fund.
Kotak Bond Fund - Growth - Direct is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Kotak Bond Fund - Growth - Direct is a Medium to Long Term Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Kotak Bond Fund - Growth - Direct with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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