Kotak Bond Short Term Plan-(Growth) - Direct

Kotak Bond Short Term Plan-(Growth) - Direct

Buy
Category: Debt: Short Duration
Launch Date: 01-01-2013
Asset Class: Fixed Income
Benchmark: NIFTY Short Duration Debt Index A-II
Expense Ratio: 0.38% As on (31-05-2025)
Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,746.53 Cr As on (30-05-2025)
Turn over:
NAV as on 08-07-2025

57.7721

0.01 (0.0113%)

CAGR Since Inception

8.15%

NIFTY Short Duration Debt Index A-II 8.31%

PERFORMANCE of Kotak Bond Short Term Plan-(Growth) - Direct

Scheme Performance (%) Data as on - 08-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Bond Short Term Plan-(Growth) - Direct 9.84 8.2 6.57 7.91 8.15
Benchmark - - - - -
Debt: Short Duration 9.1 7.46 6.05 6.85 7.04

Yearly Performance (%)

Nav Movement

Fund Managers

FM 1 Mr. Deepak Agrawal, FM2 Mr. Abhishek Bisen

Investment Objective

The investment objective of the Scheme is to provide reasonable returns and reasonably high levels of liquidity by investing in debt instruments such as bonds, debentures and Government securities; and money market instruments such as treasury bills, commercial papers, certificates of deposit, including repos in permitted securities of different maturities, so as to spread the risk across different kinds of issuers in the debt markets. There is no assurance that the investment objective of the Scheme will be realised.

RETURNS CALCULATOR for Kotak Bond Short Term Plan-(Growth) - Direct

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Kotak Bond Short Term Plan-(Growth) - Direct

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Bond Short Term Plan-(Growth) - Direct 1.12 0.29 4.35 2.01 6.75 3.45
Debt: Short Duration - - - - - -

PEER COMPARISION of Kotak Bond Short Term Plan-(Growth) - Direct

Period
Data as on - 08-07-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Bond Short Term Plan-(Growth) - Direct 01-01-2013 9.84 8.81 8.2 6.57 7.91
BANK OF INDIA Short Term Income Fund-Regular Plan- Growth 18-12-2008 10.24 8.31 9.84 10.12 5.78
Nippon India Short Term Fund-Growth Plan 01-12-2002 9.55 8.31 7.61 6.22 7.14
Axis Short Duration Fund - Regular Plan - Growth Option 22-01-2010 9.53 8.3 7.64 6.11 7.29
Axis Short Duration Fund - Retail Plan - Growth Option 05-03-2010 9.53 8.28 7.63 6.11 7.29
HDFC Short Term Debt Fund - Growth Option 05-06-2010 9.37 8.44 7.86 6.36 7.53
BANDHAN Bond Fund - Short Term - Regular Plan - Growth 14-12-2000 9.35 8.25 7.6 5.79 7.05
SBI Short Term Debt Fund - Regular Plan -Growth 05-07-2007 9.28 8.08 7.47 5.79 7.07
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth 27-07-2007 9.28 8.08 7.47 5.79 7.07
Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option 30-06-2010 9.23 8.06 7.54 5.91 7.09

PORTFOLIO ANALYSIS of Kotak Bond Short Term Plan-(Growth) - Direct

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

Mf Online Inc (with ARN code 160300) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.

BSE
Member Code: 32262
AMFI
ARN: 160300