Kotak Bond Short Term Fund (G) - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Kotak Bond Short Term Fund (G) - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹14,292 Cr

Lock In Period

N/A

Expense Ratio

1.12

Exit Load

Nil

Benchmark

NIFTY Short Duration Debt Index A-II

Kotak Bond Short Term Fund (G) - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.260.75192.10
6M2.403.00192.10
1Y4.895.63192.10
3Y6.7516.27219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.63%
  • Others
As on: 2026-07-31
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About Fund Kotak Bond Short Term Fund (G) - Growth

Kotak Bond Short Term Fund (G) - Growth managed by Kotak Mahindra Mutual Fund,is a Short Duration Fundsscheme with Assets Under Management of ₹14,292 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.

Fund Managers

Deepak Agrawal

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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
DSP Short Term Fund Growth23,522 CR0.96
Invesco India Short Duration Fund - Plan B Growth0637 CR1.07
Kotak Bond Short Term Fund (G) - Growth414,291 CR1.12
Edelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Fund Growth0899 CR0.46
Franklin India Short Term Income Plan Growth036 CR1.53
Fund Name1Y3Y
This FundDSP Short Term Fund Growth4.740121.4354
This FundInvesco India Short Duration Fund - Plan B Growth4.547821.5255
This FundKotak Bond Short Term Fund (G) - Growth4.889721.6447
This FundEdelweiss CRISIL IBX 50 50 Gilt Plus SDL April 2037 Index Fund Growth5.120323.6437
This FundFranklin India Short Term Income Plan Growth192.0971219.539

Kotak Bond Short Term Fund (G) - Growth FAQs

Kotak Bond Short Term Fund (G) - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Bond Short Term Fund (G) - Growth is 1.12. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Bond Short Term Fund (G) - Growth’s fund performance is as follows:
  • 1 Month : 0.26%
  • 6 Months : 2.40%
  • 1 Year : 4.89%
  • 3 Years : 6.75%
Returns of Kotak Bond Short Term Fund (G) - Growth are updated daily based on NAV of ₹ 55.1469 as on Aug 21,2026. Since inception, the return has been 21.64%.

You can invest in Kotak Bond Short Term Fund (G) - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Bond Short Term Fund (G) - Growth is ₹14,292 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Bond Short Term Fund (G) - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.