Kotak Bond Short Term Fund - Direct - Growth
Income/Debt Oriented Schemes by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
7.52%
Expense Ratio
0.39%
as of 01/03/2026
AUM
₹14,817.92 Cr
Qtr End: Mar 26
NAV
₹60.995
as of 17/07/2026
3Y Returns (CAGR)
7.52%
Expense Ratio
0.39%
as of 01/03/2026
AUM
₹14,817.92 Cr
Qtr End: Mar 26
NAV
₹60.995
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.71% | 7.02% | 1.41% |
| 6M | 3.24% | 6.58% | 1.40% |
| 1Y | 5.28% | 5.28% | 1.13% |
| 3Y | 24.31% | 7.52% | 0.96% |
| 5Y | 37.00% | 6.50% | 1.00% |
Scheme Details
- Launch Date
- 03/05/2002
- Fund Age
- 24.2 years
- Minimum Investment
- ₹1,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Debt Scheme
- Sub-category
- Short Duration Fund (Debt Scheme)
Similar Funds
Top funds in the same category and sub-category.
Axis Short Duration Fund - Direct - Growth
3Y CAGR7.81%
TER0.39%
AUM₹9,291.24 Cr
ICICI Prudential Short Term Fund - Direct - Growth
3Y CAGR7.91%
TER0.45%
AUM₹14,672.72 Cr
Nippon India Short Duration Fund - Direct - Growth
3Y CAGR7.76%
TER0.37%
AUM₹6,026.94 Cr
Aditya Birla Sun Life Short Term Fund - Direct - Growth
3Y CAGR7.72%
TER0.37%
AUM₹7,221.6 Cr
Mahindra Manulife Short Duration Fund - Direct - Growth
3Y CAGR7.87%
TER0.33%
AUM₹40.1 Cr
HDFC Short Term Debt Fund - Direct - Growth
3Y CAGR7.61%
TER0.40%
AUM₹11,821.17 Cr
BANK OF INDIA SHORT TERM INCOME FUND - Direct - Growth
3Y CAGR7.65%
TER0.54%
AUM₹151.72 Cr