HomeMutual FundsKotak Bond Short Term Plan-(Half Yearly Dividend Reinvestment)

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Overview (as on 25 Jan 2021)

NAV

₹14.8697

1y returns

9.098%

Fund AUM

₹19,644 Cr

Expense Ratio

1.14%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Kotak Bond Short Term Plan-(Half Yearly Dividend Reinvestment)
₹0
4.71% projected returns
IDFC Bond Fund - Short Term Plan Regular Plan Monthly Dividend Reinvestment
₹0
4.30% projected returns
HDFC Short Term Debt Fortnightly Dividend Reinvestment
₹0
4.71% projected returns
ICICI Prudential Short Term Fund Monthly Dividend Reinvestment
₹0
4.71% projected returns
Nippon India Short Term Fund Dividend Reinvestment Option
₹0
4.71% projected returns
SBI Short Term Debt Fund Retail Fortnightly Dividend Reinvestment
₹0
4.71% projected returns

Asset Allocation

Debt & Cash (100.00%)
Sector Allocation
Government
58.81%
Corporate
29.59%
Cash Equivalent
10.53%
Securitized
1.07%
Debt Credit Ratings
AAA
100.00%

Key Metrics

Modified Duration 

NA

Average Maturity 

3.04 yr

Yield to Maturity 

NA

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"The investment objective of the Scheme is to provide reasonable returns and reasonably high levels of liquidity by investing in debt instruments such as bonds, debentures and Government securities; and money market instruments such as treasury bills, commercial papers, certificates of deposit, including repos in permitted securities of different maturities, so as to spread the risk across different kinds of issuers in the debt markets. There is no assurance that the investment objective of the Scheme will be realised."
Scheme Name
Kotak Bond Short Term Plan-(Half Yearly Dividend Reinvestment)
Scheme Document
Click Here
Exit Load

After 0 Days : 0%

Plan Started
21 August, 2014
Fund Manager
Deepak Agrawal
Fund House Details
Fund House
Kotak Mahindra Asset Management Co Ltd
Email
NA
Phone
+912266384455
Address
Kotak Mahindra Asset Management Company Limited(KMAMCL),36-38A, Nariman Bhavan,,227, Nariman Point,

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
Kotak Bond Short Term Plan - Growth - Direct
Direct0.34%9.99%
Kotak Bond Short Term Plan - Direct Plan - Normal Dividend Reinvestment
NR
Direct0.34%9.99%
Kotak Bond Short Term Plan Monthly Dividend Reinvestment Direct
Direct0.34%9.99%
Kotak Bond Short Term Plan-(Half Yearly Dividend Reinvestment) Direct
Direct0.34%9.99%
Kotak Bond Short Term Plan - Direct Plan - Normal Dividend Payout
NR
Direct0.34%9.99%
Kotak Bond Short Term Plan Monthly Dividend Payout Direct
Direct0.34%9.99%
Kotak Bond Short Term Plan-(Half Yearly Dividend Payout) Direct
Direct0.34%9.99%
Kotak Bond Fund Short Term Monthly Dividend Reinvestment
Regular1.14%8.67%
Kotak Bond Fund Short Term Monthly Dividend Payout
Regular1.14%8.67%
Kotak Bond Short Term Plan-(Half Yearly Dividend Payout)
Regular1.14%9.10%

Peer Funds

ICICI Prudential Short Term Fund Monthly Dividend Reinvestment  

DebtShort DurationRegularModerate Risk

1 yr returns

9.22%

AUM

₹23,696 Cr

Expense Ratio

1.16%

SBI Short Term Debt Fund Retail Fortnightly Dividend Reinvestment  

DebtShort DurationRegularModerately Low risk

1 yr returns

8.37%

AUM

₹23,311 Cr

Expense Ratio

0.84%

HDFC Short Term Debt Fortnightly Dividend Reinvestment  

DebtShort DurationRegularModerately Low risk

1 yr returns

9.75%

AUM

₹17,928 Cr

Expense Ratio

0.74%

IDFC Bond Fund - Short Term Plan Regular Plan Monthly Dividend Reinvestment  

DebtShort DurationRegularModerately Low risk

1 yr returns

7.98%

AUM

₹14,042 Cr

Expense Ratio

0.81%

Nippon India Short Term Fund Dividend Reinvestment Option  

DebtShort DurationRegularModerately Low risk

1 yr returns

8.61%

AUM

₹8,710 Cr

Expense Ratio

1.25%

Kotak Bond Short Term Plan-(Half Yearly Dividen...

NAV

₹14.8697

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Manager

Deepak Agrawal
Deepak Agrawal

leader

Qualifications
Post Graduate inCommerce from MumbaiUniversity, a qualifiedchartered account and acompany secretary. Also cleared AIMR CFA Level I
Work Experience
"Mr. Deepaks career started from Kotak AMC when he joined the organization in December 2002 where he was initially in Research, Dealing and then moved into Fund Management from November 2006. Mr. Deepak is a Post Graduate in Commerce, Chartered Account and Company Secretary."
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