Kotak Bond Short Term Plan-(Growth)
Fund House: Kotak Mahindra Mutual Fund
Category: Debt: Short Duration
Status: Open Ended Schemes
Launch Date: 02-05-2002
Minimum Investment: 100.0
Asset Class: Fixed Income
Minimum Topup: 100.0
Benchmark: NIFTY Short Duration Debt Index A-II
Total Assets: 18095.39 As on (29-08-2025)
Expense Ratio: 1.12% As on (31-08-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 07-10-2025
53.0523
0.0282
CAGR Since Inception
7.38%
NIFTY Short Duration Debt Index A-II 8.26%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Kotak Bond Short Term Plan-(Growth) | 7.84 | 7.36 | 5.76 | 6.86 | 7.38 |
| Benchmark | - | - | - | - | - |
| Debt: Short Duration | 8.12 | 7.52 | 6.1 | 6.72 | 7.0 |
Funds Manager
FM 1 Mr. Deepak Agrawal, FM2 Mr. Abhishek Bisen
RETURNS CALCULATORS 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
PORTFOLIO ANALYSIS of Kotak Bond Short Term Plan-(Growth)
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Kotak Bond Short Term Plan-(Growth)
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Kotak Bond Short Term Gr | 02-05-2002 | 7.84 | 7.91 | 7.36 | 5.76 | 6.86 |
| Bank of India Short Term Income Reg Gr | 18-12-2008 | 9.41 | 8.49 | 10.01 | 10.18 | 5.61 |
| Axis Short Duration Fund Reg Gr | 22-01-2010 | 8.71 | 8.42 | 7.76 | 6.16 | 7.18 |
| Axis Short Duration Fund Ret Gr | 05-03-2010 | 8.71 | 8.41 | 7.74 | 6.15 | 7.18 |
| Nippon India Short Duration Fund Gr Plan | 01-12-2002 | 8.52 | 8.35 | 7.74 | 6.26 | 7.02 |
| SBI Short Term Debt Reg Gr | 05-07-2007 | 8.37 | 8.08 | 7.6 | 5.89 | 6.95 |
| SBI Short Horizon Debt Short Term RetGr | 27-07-2007 | 8.37 | 8.08 | 7.6 | 5.89 | 6.95 |
| ICICI Pru Short Term Gr | 01-10-2001 | 8.35 | 8.19 | 7.84 | 6.54 | 7.44 |
| HDFC Short Term Debt Gr | 05-06-2010 | 8.28 | 8.39 | 7.9 | 6.34 | 7.42 |
| HSBC Short Duration Fund Reg Growth | 01-01-2013 | 8.26 | 8.08 | 7.43 | 5.64 | 6.77 |
Asset Allocation (%)
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 | 6.94 | 4.55 |
| Debt: Short Duration | - | - | - | - | - | - |