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Kotak Long Duration Fund - Regular Plan - Growth

Kotak · Long Duration
Moderate
₹11.18
Current NAV
25 Jun 2026
20.8%
1Y Return
11.8%
3Y CAGR
21.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹10,330 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Higher expense ratio (2.08%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.78
Sharpe Ratio
1.28
Beta
0.28
Alpha
1.08
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Fund Details
Fund House Kotak
Category Long Duration
AUM ₹10330 Cr
Expense Ratio 2.08%
Min SIP ₹500
Min Lumpsum ₹1000
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