Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.42 | 7.85 | 10.02 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.55 | 7.65 | 9.51 |
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 |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Kotak Low Duration Fund(IDCW Payout) | 7.76% | 6.27% | 3.10% |
ICICI Pru Savings Fund(M-IDCW Payout) | -0.02% | -0.02% | 0.15% |
HDFC Low Duration Fund(M-IDCW Reinv) | 0.03% | -0.18% | 0.08% |
SBI Magnum Low Duration Fund(W-IDCW Payout) | 7.71% | 6.12% | 2.27% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Dec 2023
Mar 2024
Jun 2024
Jul 2024
Debt
Others
Holdings
7.00 %
Holdings
4.84 %
Holdings
4.45 %
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
71
Total AUM
₹ 4,37,294.51 Cr.
Deepak Agrawal
AUM: ₹1,32,875.75 Cr.
|
Exp: 14yrs
Manu Sharma
AUM: ₹63,865.69 Cr.
|
Exp: 16yrs
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual's income tax slab
Gains are taxed at 20% with indexation benefit
With changes introduced in budget 2023, gains are added to taxable income and taxed according to the individual's income tax slab
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
Invested
₹—
+Returns (0%)
₹—
-₹—
You make
₹—
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.
3 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
Returns
Fund has been able to generate better returns compared to other funds in the same category