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Kotak Low Duration Fund- Regular Plan-Growth Option

Kotak Mahindra Mutual Fund · Debt · Low Duration Fund

₹3,552.01

+0.84 (+0.02%) trending_up

AUM: —

NAV updated 7 days ago

Plan

Regular

Option

Growth

Risk

Low to Moderate

Expense Ratio

Exit Load

Fund Manager

Inception

Benchmark

Sharpe Ratio

-1.13

Std Dev (1Y)

0.61%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+0.65%

3m

+1.49%

6m

+3.04%

1y

+5.5%

3y

+6.74%

5y

+5.91%

10y

+6.61%

since inception

+6.9%

rate_review TopFund's Take on Kotak Low Duration Fund- Regular Plan-Growth Option

Kotak Low Duration Fund- Regular Plan-Growth Option is a Low Duration 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 -1.13 — 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 0.61% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt 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.

donut_small Sector Allocation

Sector allocation not available yet.

pie_chart Asset Allocation

Asset allocation not available yet.

Frequently Asked Questions about Kotak Low Duration Fund- Regular Plan-Growth Option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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