Skip to main content
  • Home
  • MF Resrach
  • Kotak Bond Short Term Plan-(Growth)

Kotak Bond Short Term Plan-(Growth)

Category: Debt: Short Duration
Launch Date: 02-05-2002
Asset Class: Fixed Income
Benchmark: NIFTY Short Duration Debt Index A-II
Expense Ratio: 1.12% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 16,681 Cr As on (31-03-2025)
Turn over:
NAV (₹): 51.7323
₹ 0.01 ( 0.0273%)
as on 24-04-2025
CAGR Since Inception - 7.41%
NIFTY Short Duration Debt Index A-II - 8.31%

Fund Managers

Deepak Agrawal, Abhishek Bisen, Palha Khanna


Investment Objective

The scheme aims to provide reasonable returns with high liquidity by investing in debt and money market instruments The scheme would provide superior returns to the liquid fund with lower volatility.

PERFORMANCE of Kotak Bond Short Term Plan-(Growth)

Scheme Performance (%) Data as on - 24-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Bond Short Term Plan-(Growth) 9.25 6.8 6.24 7.02 7.41
Benchmark - - - - -
Debt: Short Duration 9.2 6.92 6.52 6.83 7.01

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

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.

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Bond Short Term Plan-(Growth) 1.12 -0.44 3.54 2.01 7.28 4.39
Debt: Short Duration - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Bond Short Term Gr 02-05-2002 9.25 7.86 6.8 6.24 7.02
Bank of India Short Term Income Reg Gr 18-12-2008 10.5 8.06 9.37 10.4 5.8
Axis Short Duration Fund Reg Gr 22-01-2010 9.53 8.03 7.13 6.62 7.27
Axis Short Duration Fund Ret Gr 05-03-2010 9.53 8.01 7.12 6.62 7.26
Bandhan Bond Short Term Reg Gr 14-12-2000 9.53 7.95 6.97 6.35 7.05
HDFC Short Term Debt Gr 05-06-2010 9.48 8.3 7.34 6.97 7.54
Nippon India Short Term Gr 01-12-2002 9.47 8.09 6.98 6.57 7.1
ABSL Short Term Gr Reg 09-05-2003 9.38 7.99 7.22 7.2 7.44
Sundaram Short Duration Fund Reg Principal Units 01-01-2013 9.33 7.88 6.96 0.0 0.0
Sundaram Short Duration Fund Gr 01-01-2013 9.33 7.88 6.96 7.79 6.33

Asset Allocation (%)

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

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)