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Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth Return

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  • 6M
  • 1Y
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  • 5Y
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Showing Funds Performance since Sep 07, 2020

Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹319 Cr

Lock In Period

N/A

Expense Ratio

0.36

Exit Load

Nil

Benchmark

CRISIL IBX Financial Services 3 to 6 Months DebtIndex

Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.610.19265.31
6M3.522.65195.09
1Y6.504.73195.09
3Y0.0012.6331.95

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2026-07-31
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About Fund Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth

Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹319 Crore. The fund benchmarks its performance against the CRISIL IBX Financial Services 3 to 6 Months DebtIndex while maintaining an expense ratio of 0.36. Under the expert guidance of Manu Sharma ,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

Manu Sharma

Mr. Manu Sharma has done M.Com and CA. He has over 17 years of experience in fields of Fixed Income Fund Management, Operations, Finance Audit and Taxation.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth0318 CR0.36
Franklin India Ultra Short Bond Fund - Institutional Plan Growth0296 CR0.66
Franklin India Ultra Short Bond Fund - Super Institutional Growth0296 CR0.52
Fund Name1Y3Y
This FundKotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth6.49540
This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth13.688828.4789
This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth13.688628.6768

Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth FAQs

Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund 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 CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth is 0.36. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth’s fund performance is as follows:
  • 1 Month : 0.61%
  • 6 Months : 3.52%
  • 1 Year : 6.50%
  • 3 Years : 0.00%
Returns of Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth are updated daily based on NAV of ₹ 11.0128 as on Aug 20,2026. Since inception, the return has been 0.00%.

You can invest in Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund 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 CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth is ₹319 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.