Kotak Short Term Fund - Direct Plan has delivered 39.91% absolute return over the last 5 years.
The average return for Short Duration funds is 36.25% .
This fund ranks #6 in its category based on 5-year returns.
The largest portfolio holding is 744% NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT with a portfolio weight of 4.18% .
The fund currently owns more than 100 stocks.
The top 10 holdings account for 29.88% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.41% | 3.96% |
| 2 Year Return | 24.15% | 10.60% |
| 3 Year Return | 34.94% | 18.11% |
| 4 Year Return | 44.73% | 26.83% |
| 5 Year Return | 70.49% | 36.25% |
| 6 Year Return | 87.16% | 46.67% |
| 7 Year Return | 116.68% | 59.31% |
| Expense Ratio | 0.33% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
4.18%
|
||
| 2 |
3.43%
|
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| 3 |
3.29%
|
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| 4 | Finance & Investments |
2.92%
|
|
| 5 |
2.80%
|
||
| 6 |
2.76%
|
||
| 7 |
2.74%
|
||
| 8 |
2.70%
|
||
| 9 |
2.63%
|
||
| 10 |
2.43%
|
||
| 11 |
2.31%
|
||
| 12 |
2.25%
|
AMC: KOTAKMAHINDRAMF
Category: Debt • Short Duration
Launch Date: 01 Jan 2013
Fund Manager: Mr. Deepak Agrawal
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
Kotak Short Term Fund - Direct Plan is managed by KOTAKMAHINDRAMF and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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