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Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option

Kotak · Low Duration
Low
₹1202.10
Current NAV
03 Nov 2026
-7.7%
1Y Return
2.0%
3Y CAGR
3.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.02).
  • Very large asset base (AUM: ₹23,570 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Higher expense ratio (1.82%) which can affect compounding over long horizons.
  • 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: Low Risk
Low Moderate High Very High
Risk Metrics
1.02
Sharpe Ratio
0.62
Beta
4.02
Alpha
1.35
Sortino
Fund Details
Fund House Kotak
Category Low Duration
AUM ₹23570 Cr
Expense Ratio 1.82%
Min SIP ₹500
Min Lumpsum ₹1000
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