Kotak Ultra Short to Short Term Fund - Direct - Growth
Income/Debt Oriented Schemes by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
7.32%
Expense Ratio
0.42%
as of 01/03/2026
AUM
₹9,212.09 Cr
Qtr End: Jun 26
NAV
₹3,948.863
as of 14/10/2026
3Y Returns (CAGR)
7.32%
Expense Ratio
0.42%
as of 01/03/2026
AUM
₹9,212.09 Cr
Qtr End: Jun 26
NAV
₹3,948.863
as of 14/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.25% | 5.09% | 0.44% |
| 6M | 2.95% | 5.99% | 0.70% |
| 1Y | 5.93% | 5.93% | 0.63% |
| 3Y | 23.62% | 7.32% | 0.52% |
| 5Y | 38.16% | 6.68% | 0.54% |
Scheme Details
- Launch Date
- 29/02/2008
- Fund Age
- 18.6 years
- Minimum Investment
- ₹5,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Income/Debt Oriented Schemes
- Sub-category
- Ultra Short to Short Term Fund (Income/Debt Oriented Schemes)
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