DA
Deepak AgrawalFund Manager Since 14 Apr 2008
Fixed IncomeShort Duration
Kotak Bond Short Term Plan Direct Normal Reinvestment of Inc Dis cum Cap Wdrl
3Y Annualised
10.22%
6.31% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
6.90%
6.31% 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
7 years 1 months
NIFTY 50
6 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹17568.38 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
Kotak Bond Short Term Plan Direct Normal Reinvestment of Inc Dis cum Cap Wdrl
6.90%
2nd
Kotak Bond Short Term Plan Direct Normal Payout of Inc Dis cum Cap Wdrl
6.90%
3rd
ICICI Prudential Short Term Fund Institutional Fortnightly Payout of Income Dist cum Cap Wdrl
2.67%
4th
ICICI Prudential Short Term Fund Bonus
2.67%
5th
ICICI Prudential Short Term Fund Institutional Growth
2.67%
Fund Managers
About Kotak Bond Short Term Plan Direct Normal Reinvestment of Inc Dis cum Cap Wdrl
Kotak Bond Short Term Plan Direct Normal Reinvestment of Inc Dis cum Cap Wdrl is a Fixed Income mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 7 years, having been launched on 2018-04-23. Kotak Bond Short Term Plan Direct Normal Reinvestment of Inc Dis cum Cap Wdrl has ₹17568.38 Cr worth of assets under management (AUM) as of Thu Mar 12 2026. The latest Net Asset Value (NAV) of Kotak Bond Short Term Plan Direct Normal Reinvestment of Inc Dis cum Cap Wdrl as of Tue Mar 10 2026 is ₹16.8955. The fund has an expense ratio of 0.39%, which is medium comparable to most other Fixed Income funds.
Kotak Bond Short Term Plan Direct Normal Reinvestment of Inc Dis cum Cap Wdrl returns for the last 1 year are 14.32%. Since launch, it has delivered 8.32% average annual returns.
The Kotak Bond Short Term Plan Direct Normal Reinvestment of Inc Dis cum Cap Wdrl has the majority of its money invested in null sectors.
Top 5 Holdings of Kotak Bond Short Term Plan Direct Normal Reinvestment of Inc Dis cum Cap Wdrl.
- National Bank For Agriculture And Rural Development: 3.58%
- 7.08% Karnataka Sgs 2031: 2.87%
- LIC Housing Finance Ltd: 2.84%
- Bajaj Finance Limited: 2.79%
- Power Finance Corporation Limited: 2.73%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2018-04-23 |
| 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 Normal Reinvestment of Inc Dis cum Cap Wdrl
| 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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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
