Kotak Short Term Plan Growth
Moderate Risk
Debt
3 Star
NAV as of Oct 16, 2026
₹55.17
-0.01%1D Change
3Y returns
+20.89% ↑
Moderate Risk
Debt
3 Star
NAV as of Oct 16, 2026
₹55.17
-0.01%1D Change
3Y returns
+20.89% ↑
Kotak Short Term Plan Growth
Moderate Risk|Debt|3 Star
NAV as of Oct 16, 2026
₹55.17
-0.01%1D
3Y returns
+20.89% ↑
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)₹14,241.27 Crore
- Lock-in periodNo Lock-in
- Age24 yrs since May 02, 2002
- Min. investmentSIP ₹1000 & Lump. ₹5000
- RiskModerate
- 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 (%) |
|---|---|
| Triparty Repo | 4.41% |
| National Bank For Agriculture And Rural Development | 4.23% |
| LIC Housing Finance Ltd | 3.47% |
| Power Finance Corporation Limited | 3.33% |
| Net Current Assets/(Liabilities) | 3.28% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| ICICI Prudential Short Te... | ₹ 18,890 Cr | ₹70.66 | 0.03% | Low to Moderate |
| Axis Short Term Fund Dire... | ₹ 7,425 Cr | ₹36.29 | 0.03% | Low to Moderate |
| Aditya Birla Sun Life Sho... | ₹ 5,966 Cr | ₹55.20 | 0.02% | Low to Moderate |
| Canara Robeco Short Term ... | ₹ 276 Cr | ₹29.59 | 0.01% | Low to Moderate |
NAV History - Kotak Bond Short Term Plan
FUND | Kotak Bond Short Term Plan |
|---|---|
| NAV (Oct 16, 2026) | ₹55.17 |
| 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% | -0.1% | 0.35% | 1.9% | 3.79% | 6.53% |
Frequently Asked Questions
Loading FAQs...
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 schemes127
- 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
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹5,326
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.