DA
Deepak AgrawalFund Manager Since 14 Apr 2008
Fixed IncomeShort Duration
Kotak Bond Short Term Plan Direct Growth
3Y Annualised
8.25%
-0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.14%
-0.01% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
8 years 9 months
NIFTY 50
4 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹18428.66 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
Nil
Risk Profile
Low to Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Bandhan Bond Fund - Short Term Plan Direct Plan Quarterly Reinvestment of Inc Dis cum Cptl Wdrl Opt
3.04%
2nd
Bandhan Bond Fund - Short Term Plan Direct Plan Quarterly Payout of Inc Dis cum Cptl Wdrl Opt
3.04%
3rd
Bandhan Bond Fund - Short Term Plan Regular Plan Quarterly Payout of Inc Dis cum Cptl Wdrl Opt
2.90%
4th
ICICI Prudential Short Term Fund Institutional Fortnightly Payout of Income Dist cum Cap Wdrl
2.67%
5th
ICICI Prudential Short Term Fund Bonus
2.67%
278th
Kotak Bond Short Term Plan Direct Growth
0.14%
Fund Managers
About Kotak Bond Short Term Plan Direct Growth
Kotak Bond Short Term Plan Direct Growth is a Fixed Income mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Kotak Bond Short Term Plan Direct Growth has ₹18428.66 Cr worth of assets under management (AUM) as of Mon Jun 30 2025. The latest Net Asset Value (NAV) of Kotak Bond Short Term Plan Direct Growth as of Mon Jun 30 2025 is ₹57.6069. The fund has an expense ratio of 0.38%, which is medium comparable to most other Fixed Income funds.
Kotak Bond Short Term Plan Direct Growth returns for the last 1 year are 9.76%. Since launch, it has delivered 8.15% average annual returns.
The Kotak Bond Short Term Plan Direct Growth has the majority of its money invested in null sectors.
Top 5 Holdings of Kotak Bond Short Term Plan Direct Growth.
- 7.18% Govt Stock 2033: 10.01%
- 7.81% Govt Stock 2033: 6.09%
- 7.1% Govt Stock 2034: 4.34%
- National Bank For Agriculture And Rural Development: 2.90%
- 7.08% Karnataka State Development Loans (12/08/2031): 2.80%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Bond Short Term Plan Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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