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Kotak Bond Short Term Plan - Regular Plan - Normal Dividend

Kotak · Short Duration
Moderate
₹12.26
Current NAV
03 Nov 2026
-2.8%
1Y Return
4.2%
3Y CAGR
4.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.52).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.02).
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
1.52
Sharpe Ratio
0.82
Beta
3.02
Alpha
1.85
Sortino
Fund Details
Fund House Kotak
Category Short Duration
AUM ₹2070 Cr
Expense Ratio 1.62%
Min SIP ₹500
Min Lumpsum ₹1000
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