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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹117 Cr
Lock In Period
N/A
Expense Ratio
0.62
Benchmark
CRISIL Long Duration Debt A-III Index
Exit Load
Nil
Summary
Latest details for Kotak Long Duration Fund Growth include a ₹10.9298 NAV as of Mar 13,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Kotak Long Duration Fund Growth AUM is ₹117 Cr, with a lock-in of N/A years, expense ratio of 0.62%, and benchmark CRISIL Long Duration Debt A-III Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.63% returns, against a category average of -2.16% and a category best of 3.10%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.63 | -2.16 | 3.10 |
| 6M | 0.63 | 1.02 | 11.87 |
| 1Y | 1.39 | 5.57 | 21.71 |
| 3Y | 0.00 | 13.17 | 141.78 |
Portfolio Analysis
- Equity:
- Debt: 99.58%
- Others
As on: 2026-02-15
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About Fund
Kotak Long Duration Fund Growth managed by Kotak Mahindra Mutual Fund,is a Debt - Incomescheme with Assets Under Management of ₹117 Crore. The fund benchmarks its performance against the CRISIL Long Duration Debt A-III Index while maintaining an expense ratio of 0.62. Under the expert guidance of Abhishek Bisen ,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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundAxis CRISIL IBX AAA Bond NBFC - Jun 2027 Index Fund Growth | 0 | 1696.6 CR | 0.48 |
| This FundNippon India Yearly Interval Fund - Series 8 Growth | 0 | 221.46 CR | 0.14 |
| This FundKotak Long Duration Fund Growth | 0 | 116.6 CR | 0.62 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAxis CRISIL IBX AAA Bond NBFC - Jun 2027 Index Fund Growth | 7.6014 | 0 |
| This FundNippon India Yearly Interval Fund - Series 8 Growth | ||
| This FundKotak Long Duration Fund Growth | 1.3932 | 0 |
FAQs
Kotak Long Duration 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 Long Duration Fund Growth is 0.62. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Long Duration Fund Growth’s fund performance is as follows:
- 1 Month : 0.63%
- 6 Months : 0.63%
- 1 Year : 1.39%
- 3 Years : 0.00%
You can invest in Kotak Long Duration 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 Long Duration Fund Growth is ₹117 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Long Duration Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500