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Fixed IncomeShort Duration

Kotak Bond Short Term Plan Growth

3Y Annualised

6.07%

0.02% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

0.42%

0.02% 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

11 years 9 months

NIFTY 50

6 years 4 months

FD

9 years 7 months

Fund info

Fund size

₹17187.72 Cr

Min. SIP amount

₹100

Min. Lumpsum amount

₹100

Exit load

0%

Nil

Risk Profile

Low to Moderate Risk

Fund Managers

DA
Deepak AgrawalFund Manager Since 14 Apr 2008

About Kotak Bond Short Term Plan Growth

Kotak Bond Short Term Plan Growth is a Fixed Income mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 22 years, having been launched on 2002-05-02. Kotak Bond Short Term Plan Growth has ₹17187.72 Cr worth of assets under management (AUM) as of Fri Mar 14 2025. The latest Net Asset Value (NAV) of Kotak Bond Short Term Plan Growth as of Thu Mar 13 2025 is ₹50.5704. The fund has an expense ratio of 1.12%, which is medium comparable to most other Fixed Income funds.

Kotak Bond Short Term Plan Growth returns for the last 1 year are 7.37%. Since launch, it has delivered 7.35% average annual returns.

The Kotak Bond Short Term Plan Growth has the majority of its money invested in null sectors.

Top 5 Holdings of Kotak Bond Short Term Plan Growth.

  1. 7.18% Govt Stock 2033: 9.31%
  2. 7.32% Govt Stock 2030: 8.18%
  3. 7.93% Govt Stock 2033: 6.47%
  4. 7.1% Govt Stock 2034: 5.14%
  5. National Bank For Agriculture And Rural Development: 3.12%

AMC Information

NameKotak Mahindra Asset Management Co Ltd
Founding Date2002-05-02
Emailfundaccops@kotakmutual.com
Phone+91 22 61152100
Websitewww.kotakmf.com
AddressKotak 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 Growth

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

Similar Funds from Kotak Mahindra Asset Management Co Ltd

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₹1,000+ cr

AUM

1+ Lac

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