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Kotak Low Duration Fund(IDCW Payout)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.42 | 7.71 | 11.32 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.56 | 7.58 | 10.26 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| CRISIL Long Duration Debt Index |
About Low Duration Fund
Low duration funds are debt funds. They invest in short term debt securities for the duration between 6 to 12 months. They have relatively higher interest rate risk and credit risk.
Peers & Comparison
DebtLow Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Kotak Low Duration Fund(IDCW Payout) | 8.20% | 6.73% | 3.22% |
| ICICI Pru Savings Fund(M-IDCW Payout) | -0.01% | 0.11% | 0.12% |
| HDFC Low Duration Fund(M-IDCW Reinv) | -0.01% | 0.07% | 0.11% |
| SBI Magnum Low Duration Fund(W-IDCW Payout) | 7.87% | 6.56% | 2.40% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- Central Government - 20333M change : -1.73 %|
Holdings
5.42 %
-1.73 % - HDFC BANK LTD.3M change : -1.13 %|
Holdings
3.84 %
-1.13 % - 7.44% SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA3M change : -1.07 %|
Holdings
3.39 %
-1.07 %
AMC Profile
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
75
Total AUM
₹ 4,74,047.59 Cr.
Fund Manager Profile
Deepak Agrawal
AUM: ₹1,42,078.91 Cr.
|
Exp: 14yrs
Manu Sharma
AUM: ₹73,900.21 Cr.
|
Exp: 16yrs
Manager Performance (0)
Tax Implications
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Investment frequency
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Investment period (years)
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Opinions and Fund Reviews
Want to invest for a short period and want better potential returns than traditional savings?
3 years ago•Kotak Mutual Fund
Kotak Low Duration Fund by Mr Deepak Agrawal.
4 years ago•Kotak Mutual Fund
Kotak Low Duration Fund - Lakshmi Iyer | Kotak Mutual Fund | Mutual Fund Watch | EP 3
4 years ago•Groww Mutual fund
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%