Kotak Bond Short Term Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.96 | 5.82 | 7.15 | 7.71 |
Average Rolling Returns(%) | 8.67 | 8.37 | 8.34 | 8.10 |
The Current NAV of Kotak Bond Short Term Fund - Growth - Direct Plan is ₹51.56.
It is better to invest in a fund with a longer track record as Kotak Bond Short Term Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark , as the Funds portfolio is similar to its benchmark.
Kotak Bond Short Term Fund - Growth - Direct Plan fund’s expense ratio is 0.38%
The process for redemption is
The AUM of Kotak Bond Short Term Fund - Growth - Direct Plan is currently ₹13,826 Crores.
The Top three stocks are , and and account for 0% of its portfolio. Top 5 and 10 stocks of fund account for 0% and 0% of fund’s portfolio respectively.
Top three sectors of Kotak Bond Short Term Fund - Growth - Direct Plan fund are Others, Miscellaneous and accounting for 100% of the total portfolio.
Since this is a Debt - Short Duration Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Bond Short Term Fund - Growth - Direct Plan Fund is Debt - Short Duration Fund.
Deepak Agrawal and Abhishek Bisen manage the Kotak Bond Short Term Fund - Growth - Direct Plan Fund.
Kotak Bond Short Term Fund - Growth - Direct Plan current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of Kotak Bond Short Term Fund - Growth - Direct Plan is Stocks : 0%, Debt : 100.02% and Gold : 0.25%
The minimum SIP amount for Kotak Bond Short Term Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Bond Short Term Fund - Growth - Direct Plan is Nil