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Kotak Low Duration Fund - Regular Plan - Monthly - Reinvestment & Payout of Income Distribution cum Capital Withdrawal Option

Kotak · Low Duration
Low
₹1002.24
Current NAV
25 Jun 2026
13.4%
1Y Return
13.4%
3Y CAGR
14.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹10,990 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Higher expense ratio (1.94%) 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: Low Risk
Low Moderate High Very High
Risk Metrics
0.94
Sharpe Ratio
1.14
Beta
0.94
Alpha
1.17
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Fund Details
Fund House Kotak
Category Low Duration
AUM ₹10990 Cr
Expense Ratio 1.94%
Min SIP ₹500
Min Lumpsum ₹1000
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