Kotak Low Duration Fund - Growth Return

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

Kotak Low Duration Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹12,083 Cr

Lock In Period

N/A

Expense Ratio

1.17

Exit Load

Nil

Benchmark

NIFTY Low Duration Debt Index A-I

Kotak Low Duration Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.490.06259.36
6M2.902.61280.40
1Y5.614.73309.28
3Y6.7512.7746.82

Portfolio Analysis

  • Equity:
  • Debt: 99.64%
  • Others
As on: 2026-07-31
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About Fund Kotak Low Duration Fund - Growth

Kotak Low Duration Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹12,083 Crore. The fund benchmarks its performance against the NIFTY Low Duration Debt Index A-I while maintaining an expense ratio of 1.17. 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
SBI Low Duration Fund Growth413,101 CR0.93
SBI Low Duration Fund - Institutional Plan Growth013,101 CR0.42
Kotak Low Duration Fund - Growth312,082 CR1.17
Franklin India Low DurationFund Growth051 CR0.72
Fund Name1Y3Y
This FundSBI Low Duration Fund Growth5.458321.545
This FundSBI Low Duration Fund - Institutional Plan Growth5.458521.5466
This FundKotak Low Duration Fund - Growth5.605121.647
This FundFranklin India Low DurationFund Growth37.141246.82

Kotak Low Duration Fund - Growth FAQs

Kotak Low 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 Low Duration Fund - Growth is 1.17. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Low Duration Fund - Growth’s fund performance is as follows:
  • 1 Month : 0.49%
  • 6 Months : 2.90%
  • 1 Year : 5.61%
  • 3 Years : 6.75%
Returns of Kotak Low Duration Fund - Growth are updated daily based on NAV of ₹ 3565.8439 as on Aug 20,2026. Since inception, the return has been 21.65%.

You can invest in Kotak Low 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 Low Duration Fund - Growth is ₹12,083 crore. It changes based on market performance, inflows, and outflows.

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