3 Year return

6.49%
Launched on April 2018 (6 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Your Investment ₹3,00,000
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Risk Involved

Moderate Risk

Your principal will be at

Moderate Risk

Scheme Information

Asset Under Management

₹16894.54 Cr.

Expense Ratio

0.37% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
2.5

Ratings by other agencies

3
3
5

Tax Implications

Tax on gains as per your income tax bracket

Fund Holdings

Holdings

Kotak Mahindra Mutual Fund Managers

DA

Deepak Agrawal

Fund Manager since Dec 2022

View Details

Fund House Details

Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund Asset management company

AUM ₹473,746.88 Cr.
No. of Schemes 205
Setup Date December 1998

Peer Comparison

Comparison with other similar funds

Schemes by Kotak Mahindra Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

Kotak Balanced Advantage Fund Direct Plan Growth

13.22%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

Kotak Balanced Advantage Fund Direct Plan Payout of IDCW Payout

13.22%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

Kotak Balanced Advantage Fund Direct Plan Reinvestment of IDCW Reinvestment

13.22%

Key Features of The Fund

5-year return 6.93%
Expense Ratio 0.37%
Fund Manager Deepak Agrawal
Fund Size ₹16894.54 Cr
Risk Profile Moderate

AMC Contact Details

Name Kotak Mahindra Mutual Fund
Launch Date December 1998
Addresss 2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051
Contact 18003091490 044-40229101
Email mutual@kotak.com
Website https://www.kotakmf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

What is today's NAV of Kotak Bond Short Term Plan Direct Standard IDCW Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Kotak Bond Short Term Plan Direct Standard IDCW Reinvestment Dec 10 2024 is 15.4547

What is the AUM of Kotak Bond Short Term Plan Direct Standard IDCW Reinvestment?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Kotak Bond Short Term Plan Direct Standard IDCW Reinvestment is 16894.54 crore.

What is the expense ratio of Kotak Bond Short Term Plan Direct Standard IDCW Reinvestment?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Kotak Bond Short Term Plan Direct Standard IDCW Reinvestment is 0.37%

What are the returns of Kotak Bond Short Term Plan Direct Standard IDCW Reinvestment since inception?

The Kotak Bond Short Term Plan Direct Standard IDCW Reinvestment was launched on Apr 23 2018. The fund has delivered a CAGR of 7.53 since inception.

What is the minimum SIP amount to invest in Kotak Bond Short Term Plan Direct Standard IDCW Reinvestment?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Kotak Bond Short Term Plan Direct Standard IDCW Reinvestment is 100.

How do I invest in Kotak Bond Short Term Plan Direct Standard IDCW Reinvestment?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Kotak Bond Short Term Plan Direct Standard IDCW Reinvestment?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Kotak Bond Short Term Plan Direct Standard IDCW Reinvestment?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Kotak Bond Short Term Plan Direct Standard IDCW Reinvestment?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.