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Value Research Rating
As on 27-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Kotak Bond - Short Term Regular Fund
|
|
|
Moderate
|
Please wait... |
1.17 |
|
 |
|
Moderate
|
Please wait... |
1.07 |
||
|
|
Moderate
|
Please wait... |
0.74 |
||
|
|
Moderate
|
Please wait... |
0.99 |
||
|
|
Moderate
|
Please wait... |
1.09 |
1 min read•By News Desk
Kotak Bond - Short Term Regular Fund is mandated to invest in bonds such that the duration of the portfolio is between one and three years.
Mutual funds can be bought directly from the website of the fund house. For instance, Kotak Bond - Short Term Regular Fund fund can be purchased from the website of Kotak Mahindra Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Kotak Bond - Short Term Regular Fund is ₹45.6442 as of 28-Sep-2023.
The AUM of Kotak Bond - Short Term Regular Fund Fund is ₹13,241 Cr as of 31-Aug-2023
The riskometer level of Kotak Bond - Short Term Regular Fund is Moderate. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI GOI FRB 22/09/2033 |
9.99
|
|
GOI Sec 7.06 10/04/2028 |
6.96
|
|
National Bank For Agriculture & Rural Development SR 24A FRB 7.50 |
5.83
|
|
LIC Housing Finance Ltd NCD 7.75 23/11/2027 |
3.77
|
|
GOI Sec 7.17 17/04/2030 |
3.59
|
As of 31-Aug-2023, Kotak Bond - Short Term Regular Fund had invested 94.83% in Debt and 5.18% in Cash & Cash Eq. See More
Kotak Bond - Short Term Regular Fund is 21 years 5 months old. It has delivered 7.35% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
6.74%
|
4.54%
|
6.69%
|
6.31%
|
7.25%
|
7.35%
|
The minimum SIP amount of Kotak Bond - Short Term Regular Fund is ₹100.
No, There is no lock in period in Kotak Bond - Short Term Regular Fund.
The expense ratio of Kotak Bond - Short Term Regular Fund is 1.17%.
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