Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.48 | 0.55 | 259.36 |
| 6M | 3.12 | 2.66 | 280.40 |
| 1Y | 5.58 | 5.06 | 309.28 |
| 3Y | 6.76 | 14.32 | 46.82 |
Kotak Low Duration Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹11,883 Crore. The fund benchmarks its performance against the NIFTY Low Duration Debt Index A-I while maintaining an expense ratio of 1.18. 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 |
|---|---|---|---|
| SBI Low Duration Fund Growth | 4 | 13,585 CR | 0.94 |
| SBI Low Duration Fund - Institutional Plan Growth | 0 | 13,585 CR | 0.42 |
| Kotak Low Duration Fund - Growth | 3 | 11,882 CR | 1.18 |
| Franklin India Low DurationFund Growth | 0 | 51 CR | 0.72 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Low Duration Fund Growth | 5.4563 | 21.6072 |
| This FundSBI Low Duration Fund - Institutional Plan Growth | 5.4565 | 21.6088 |
| This FundKotak Low Duration Fund - Growth | 5.5756 | 21.6667 |
| This FundFranklin India Low DurationFund Growth | 37.1412 | 46.82 |