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Kotak Bond Short Term Plan-(Payout of Income Distribution cum capital withdrawal option)

Kotak · Short Duration
Moderate
₹10.05
Current NAV
17 Sep 2021
13.9%
1Y Return
23.9%
3Y CAGR
14.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.99).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.99).
Cons / Risks
  • Higher expense ratio (1.99%) which can affect compounding over long horizons.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.99
Sharpe Ratio
1.59
Beta
2.99
Alpha
2.77
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Fund Details
Fund House Kotak
Category Short Duration
AUM ₹540 Cr
Expense Ratio 1.99%
Min SIP ₹500
Min Lumpsum ₹1000
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