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Kotak Low Duration Fund- Regular Plan-Growth Option
Kotak Mahindra Mutual Fund · Income/Debt Oriented · Ultra Short to Short Term Fund
₹3,577.23
AUM: —
NAV updated 13 days ago
Plan
Regular
Option
Growth
Risk
Low to Moderate
Sharpe Ratio
-1.08
Std Dev (1Y)
0.62%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.31%
3m
+1.5%
6m
+2.94%
1y
+5.65%
3y
+6.66%
5y
+5.9%
10y
+6.54%
since inception
+6.88%
TopFund's Take on Kotak Low Duration Fund- Regular Plan-Growth Option
Kotak Low Duration Fund- Regular Plan-Growth Option is a Ultra Short to Short 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 -1.08 — 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 0.62% is on the lower side for a Ultra Short to Short 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
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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 ₹3577.23. NAV is updated every business day after market close by AMFI.
1Y: 5.65% · 3Y CAGR: 6.66% · 5Y CAGR: 5.9%
Expense ratio data for Kotak Low Duration Fund- Regular Plan-Growth Option 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 classified as a Low to Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Kotak Low Duration Fund- Regular Plan-Growth Option is a Ultra Short to Short Term Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Kotak Low Duration Fund- Regular Plan-Growth Option 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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