Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.14 | 0.42 | 192.10 |
| 6M | 2.80 | 2.66 | 192.10 |
| 1Y | 4.73 | 5.58 | 192.10 |
| 3Y | 6.81 | 12.89 | 219.54 |
Kotak Bond Short Term Fund (G) - Growth managed by Kotak Mahindra Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹14,482 Crore. The fund benchmarks its performance against the NIFTY Short Duration Debt Index A-II while maintaining an expense ratio of 1.12. Under the expert guidance of Deepak Agrawal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Mr. Deepak is a Post Graduate in Commerce, Chartered Account, Company Secretary and currently pursuing CFA. His career has 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.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Mirae Asset Short Duration Fund Growth | 2 | 541 CR | 1.11 |
| DSP Short Term Fund Growth | 2 | 3,522 CR | 0.95 |
| Kotak Bond Short Term Fund (G) - Growth | 4 | 14,481 CR | 1.12 |
| HDFC Short Term Debt Fund - Growth | 4 | 15,120 CR | 0.71 |
| Franklin India Short Term Income Plan Growth | 0 | 36 CR | 1.53 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMirae Asset Short Duration Fund Growth | 4.4722 | 21.2631 |
| This FundDSP Short Term Fund Growth | 4.7544 | 21.7397 |
| This FundKotak Bond Short Term Fund (G) - Growth | 4.7058 | 21.8301 |
| This FundHDFC Short Term Debt Fund - Growth | 5.4818 | 23.8471 |
| This FundFranklin India Short Term Income Plan Growth | 192.0971 | 219.539 |