3 Year return
5.99%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderate Risk
Asset Under Management
₹7962.52 Cr.
Expense Ratio
0.41% (inclusive of GST)
Exit Load
Nil W.E.F.: March 02, 2012.
Tax Implications
Withdrawal within 3 years
Tax based on your income tax bracket
Withdrawal after 3 years
20% tax after indexation (adjusting for inflation)
Fund Holdings
Kotak Mahindra Mutual Fund Managers
DA
Deepak Agrawal
Fund Manager since Apr 2018
Fund House Details
Kotak Mahindra Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
ICICI Prudential Savings Fund Direct Plan Fortnightly IDCW Payout |
6.36% |
4.5 |
|
ICICI Prudential Savings Fund Direct Plan Weekly IDCW Payout |
6.28% |
4.5 |
|
HDFC Low Duration Fund Direct Plan Monthly IDCW Payout |
6.09% |
4 |
Schemes by Kotak Mahindra Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan Growth
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan IDCW Payout
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan IDCW Reinvestment
About Kotak Low Duration Fund Direct Plan-Growth
The Kotak Low Duration Fund Direct Plan-Growth is an open-ended debt mutual fund scheme offered by Kotak Mahindra Mutual Fund. The fund is under the category of low-duration funds. It aims to give potentially fairly reasonable returns while holding low-interest rate risks by investing in a well-diversified portfolio of low-duration debt and money market instruments with comparatively shorter maturities.
Investment Objective of the Scheme
The foremost investment objective of the Kotak Low Duration Fund Direct Plan-Growth scheme is to provide regular income and reach reasonable returns with lower interest rate risks. To meet this goal, the fund targets investing in money market and low-duration debt instruments that come with shorter maturities, usually up to 6 months to a year. Here, the aim is to manage the fluctuations in interest rates as brief-duration securities have a lower sensitivity to interest rates than long-duration instruments. The scheme aims to provide investors with stability and liquidity while seeking opportunities for attractive yields from short-term debt instruments and money market securities.
Key Features of The Fund
| 5-year return | 6.77% |
| Expense Ratio | 0.41% |
| Fund Manager | Deepak Agrawal |
| Fund Size | ₹7962.52 Cr |
| Risk Profile | Moderate |
Is This Scheme Right for Me?
Investors may think the Kotak Low Duration Fund Direct Plan-Growth suitable for the simple reason that it may provide stability and attractive returns over brief periods. Those investors who are looking for minimal risk may invest in this fund. Investors may also invest if they do not want to feel the effect of interest rates over longer periods. Nevertheless, before you take steps to invest, it is worth reflecting on your personal goals and financial needs, and invest accordingly.
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 |
| 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.
FAQs
What is today's NAV of Kotak Low Duration Fund?
What is the AUM of Kotak Low Duration Fund?
What is the expense ratio of Kotak Low Duration Fund?
What are the returns of Kotak Low Duration Fund since inception?
What is the minimum SIP amount to invest in Kotak Low Duration Fund?
How do I invest in Kotak Low Duration Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Kotak Low Duration Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Kotak Low Duration Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Kotak Low Duration Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
