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Kotak Low Duration Fund- Regular Plan-Growth Option
Kotak Mahindra Mutual Fund · Debt · Low Duration Fund
₹3,552.01
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.
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Kotak Low Duration Fund- Regular Plan-Growth Option
The current NAV (Net Asset Value) of Kotak Low Duration Fund- Regular Plan-Growth Option is ₹3552.01. NAV is updated every business day after market close by AMFI.
1Y: 5.5% · 3Y CAGR: 6.74% · 5Y CAGR: 5.91%
Expense ratio data is not yet available.
Kotak Low Duration Fund- Regular Plan-Growth Option is managed by Kotak Mahindra Mutual Fund.
Kotak Low Duration Fund- Regular Plan-Growth Option is a Low to Moderate risk fund. Suitable for investors with a moderate risk appetite.
Kotak Low Duration Fund- Regular Plan-Growth Option is a Low Duration Fund fund. SIP suitability depends on your investment goal and risk profile.
AUM data is not yet available.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.