Item: Kotak Bond Short Term Plan Direct Growth
Rating: 5
Author: Morningstar

Home › Mutual Funds › Kotak Mutual Fund › Kotak Bond Short Term Plan Direct Growth

57.928 (0.051%)

NAV on August 20, 2025

Category Fixed income:
Short Duration

Interest rate sensitivity
Credit quality

Limited Sensitivity High Quality

Total Assets 18,115 cr

Turnover Ratio 89.41%

Expense Ratio 0.38%

Exit Load -

Returns

1M: 0.09%
1Y: 8.77%
3M: 1.01%
3Y: 7.95%
6M: 4.71%
5Y: 6.54%

Min Investment 100

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ADDITIONAL INFO

Fund Manager Deepak Agrawal (Since about 18 years) Abhishek Bisen (Since almost 3 years)

ISIN INF174K01JI7

Fund Family Kotak

Launch Date January 01, 2013

Benchmark Nifty Short Duration Debt TR INR

Avg. Maturity 4.33 years

Yield To Maturity (%) 6.76%

INVESTMENT OBJECTIVE

The investment objective of the Scheme is to provide reasonable returns and reasonably high levels of liquidity by investing in debt instruments such as bonds, debentures and Government securities; and money market instruments such as treasury bills, commercial papers, certificates of deposit, including repos in permitted securities of different maturities, so as to spread the risk across different kinds of issuers in the debt markets. There is no assurance that the investment objective of the Scheme will be realised.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

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Top Short Duration Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Axis Short Duration Fund Direct Plan Growth Option	34.112	9.33%	12,125 cr	0.38%	Below Average
Nippon India Short Duration Fund - Direct Plan - Growth Plan	57.983	9.26%	8,910 cr	0.38%	Average
Baroda BNP Paribas Short Duration Fund Direct Growth Option	32.058	9.07%	290 cr	0.44%	Average
ICICI Prudential Short Term Fund Direct Plan Growth Option	66.330	8.98%	22,156 cr	0.45%	Low
Aditya Birla Sun Life Short Term Fund Direct Plan Growth	51.998	8.97%	10,472 cr	0.36%	Below Average
HDFC Short Term Debt Fund -Direct Plan - Growth Option	33.385	8.84%	18,143 cr	0.40%	Low
Kotak Bond Short Term Plan Direct Growth	57.928	8.77%	18,115 cr	0.38%	Average

Best Short Duration Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Sundaram Short Term Debt Fund - Direct Plan - Growth Option	39.099	13.62%	330 cr	0.28%	Above Average
IDBI Short Term Bond Fund Direct Growth	25.797	6.71%	25 cr	0.28%	High