Kotak Low Duration Fund- Direct Plan- Growth Option - Regular - Latest NAV [ ₹2790.5322 ], Returns, Performance, Portfolio & Returns 2021

Kotak Low Duration Fund- Direct Plan- Growth Option

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Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 6.2 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years8.36%
3 Years8.22%
1 Year7.87%
6 Months2.1%
Fund Details
RiskModerate Risk
Fund TypeLow Duration
Exit Load--

More about this fundstar

Top HoldingsWeightage
8.21% HR SDL Spl 20233.71%
8.79% Govt Stock 20213.12%
Sundaram Finance Limited2.86%
Housing Development Finance Corporation Limited2.15%
State Bank of India1.71%
Nabha Power Limited1.68%
GOI Floating Rate Bond 20241.62%
National Bank For Agriculture And Rural Development1.6%
7.33% Govt Stock 20311.47%

About Kotak Low Duration Fund

Kotak Low Duration Fund primarily invests in low duration debt and money market instruments with the aim of generating income.

Pros and Cons of Kotak Low Duration Fund

The fund does not charge exit load when you redeem/switch out the fund units. The risk-adjusted returns of the fund is higher than the other funds in the category. The one-year, three-year, and five-year returns have been higher than the category-average returns.

Fund Information and Statistics

i) Inception/Launch Date

Kotak Low Duration Fund was rolled out on 6 March 2008.

ii) Risk Level

The fund comes with a moderate risk profile as the fund invests in low duration securities.

iii) Redemption

There is no lock-in period associated with the invested amount. Since there is no exit load as well, you can redeem the fund units without any additional expense.

iv) Fund Manager

Mr Deepak Agarwal is the current Fund Manager for Kotak Low Duration Fund.

v) Entry/Exit Load

The fund does not charge any entry or exit load.

About Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund, one of the mutual fund houses in India, was set up on 23 June 1998. The trustee company of the fund house is Kotak Mahindra Trustee Co. Limited and the sponsor is Kotak Mahindra Bank Limited. The fund house offers about 94 different types of folios to the customers as on 30 June 2020.

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Frequently Asked Questions

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Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 6.2 Lakhs in a period of 20 years
Moderate Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns