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Kotak Low Duration Fund- Direct Plan- Growth Option

Kotak · Low Duration
Low
₹3881.35
Current NAV
25 Jun 2026
20.6%
1Y Return
20.6%
3Y CAGR
21.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.66%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.66).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.66).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.66
Sharpe Ratio
1.26
Beta
2.66
Alpha
2.26
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Fund Details
Fund House Kotak
Category Low Duration
AUM ₹210 Cr
Expense Ratio 0.66%
Min SIP ₹500
Min Lumpsum ₹1000
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