Kotak Ultra Short Term Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Ultra Short Duration funds is 8.13% .
The largest portfolio holding is AXIS BANK LTD with a portfolio weight of 4.31% .
The fund currently owns more than 120 stocks.
The top 10 holdings account for 27.91% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.84% | 4.92% |
| 2 Year Return | 23.49% | 9.35% |
| 3 Year Return | 35.18% | 4.58% |
| 4 Year Return | 43.11% | 5.86% |
| 5 Year Return | 60.23% | 8.13% |
| 6 Year Return | 78.47% | 13.28% |
| 7 Year Return | 101.50% | 52.68% |
| Expense Ratio | 0.31% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
4.31%
|
|
| 2 | Finance - Banks - Public Sector |
3.65%
|
|
| 3 |
3.62%
|
||
| 4 |
3.21%
|
||
| 5 |
2.82%
|
||
| 6 | Finance - Banks - Private Sector |
2.23%
|
|
| 7 |
2.15%
|
||
| 8 | Finance - Banks - Private Sector |
2.14%
|
|
| 9 |
1.89%
|
||
| 10 | Finance & Investments |
1.89%
|
|
| 11 |
1.88%
|
||
| 12 | Finance - Banks - Private Sector |
1.84%
|
AMC: KOTAKMAHINDRAMF
Category: Debt • Ultra Short Duration
Launch Date: 01 Jan 2013
Fund Manager: Mr. Deepak Agrawal
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
Kotak Ultra 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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