Kotak Bond Short Term Plan Growth
Low To Moderate Risk
Debt
3 Star
NAV as of Jul 03, 2025
₹52.44
0.06%1D Change
Returns since inception
7.41%p.a.
Low To Moderate Risk
Debt
3 Star
NAV as of Jul 03, 2025
₹52.44
0.06%1D Change
Returns since inception
7.41%p.a.
Kotak Bond Short Term Plan Growth
Low To Moderate Risk|Debt|3 Star
NAV as of Jul 03, 2025
₹52.44
0.06%1D
Returns since inception
7.41%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating3 Star
- Expense ratio1.12%
- Exit Load0% within 0 days
- AUM (Fund size)₹18,428.66 Crore
- Lock-in periodNo Lock-in
- Age23 yrs since May 02, 2002
- Min. investmentSIP ₹1000 & Lump. ₹5000
- RiskLow to Moderate
- Tax implicationsShort-term capital gains (STCG) are taxed at applicable slab rates
Fund Distribution
Equity
0%
Debt
94.45%
Others
5.55%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| 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 | 2.9% |
| 7.08% Karnataka State Development Loans (12/08/2031) | 2.8% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Nippon India Short Durati... | ₹ 8,155 Cr | ₹57.70 | 0.06% | Low to Moderate |
| Axis Short Duration Fund ... | ₹ 11,317 Cr | ₹33.93 | 0.08% | Low to Moderate |
| Mirae Asset Short Duratio... | ₹ 1,125 Cr | ₹16.79 | 0.08% | Low to Moderate |
| Kotak Bond Short Term Pla... | ₹ 18,429 Cr | ₹57.72 | 0.06% | Low to Moderate |
NAV History - Kotak Bond Short Term Plan
FUND | Kotak Bond Short Term Plan |
|---|---|
| NAV (Jul 03, 2025) | ₹52.44 |
| Class | Debt | Short Duration |
| Inception Date | May 02, 2002 |
| Fund Manager | Deepak Agrawal, Abhishek Bisen |
FUND | Kotak Bond Short Term Plan |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹1000 and Lump. ₹5000 |
| Exit Load | 0% within 0 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Kotak Bond Short Ter... | 0.17% | 0.21% | 2.36% | 4.98% | 9.06% | 7.41% |
About Kotak Mahindra Asset Management Co Ltd
Kotak Mutual Fund was established in December 1998 and is a wholly-owned subsidiary of Kotak Mahindra Bank. It is one of the top asset management companies in India. Kotak Mutual Fund has Kotak Mahindra Bank Limited as the sponsor and Kotak Mahindra Trustee Company Limited as the trustee. Kotak Mahindra Asset Management Company (KMAMC) is the asset management company for Kotak Mahindra Mutual Fund.
Kotak Mahindra Asset Management Co Ltd Details
- No. of schemes124
- Total AUM₹233,780.35 Crore
- AddressKotak Mahindra Asset management Company Limited, 2nd Floor, 12-BKC, Plot No C-12, Mumbai, Maharashatra, 400 051
- Phone+91 22 61152100
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
6,195 ₹
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
