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Kotak Bond - Short Term Plan - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
32.523 0.03 (0.08%)

NAV as on 15 Jun, 2018

CRISIL MF RANK

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MODERATELY HIGH

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  • Principal at moderately high risk.
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Debt Short Term category by Crisil (for quarter ended Mar 2018) up from Rank 4 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Returns (NAV as on 15 Jun, 2018)

Period Returns (%) Rank #
1 mth 0.5 37
3 mth 0.8 61
6 mth 1.8 53
1 year 4.0 77
2 year 6.5 77
3 year 7.2 74
5 year 7.5 67

# Moneycontrol Rank within 110 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 1.4 - - - -
2017 1.1 1.7 1.7 0.3 5.0
2016 2.0 1.8 3.3 1.7 9.6
2015 2.1 1.4 2.6 1.3 8.0
2014 2.3 2.6 2.0 2.8 10.2
2013 2.2 2.4 -0.2 2.2 7.1

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Debt Short Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.5 0.8 1.8 4.0 6.5 7.2 7.5
Category avg 0.4 0.8 1.7 4.2 6.7 7.2 6.3
Difference of Fund returns and Category returns 0.1 0.0 0.1 -0.2 -0.2 0.0 1.2
Best of category 0.7 1.8 3.2 6.9 9.2 9.2 9.4
Worst of category 0.1 0.1 -0.6 -1.1 5.1 0.6 3.8
Kotak Bond - Short Term Plan - Regular Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 04, 0002
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 1,215.37 (Mar-31-2018)
Minimum Investment Rs.5000
Last Dividend N.A.
Bonus N.A.
Fund Manager Deepak Agarwal
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments Exit load of 0.00% for redemptions / switch outs (including SIP/STP) within 30 or after 30 days days from the date of allotment of units.

Contact Details

Regd. Office 5A, 5th Floor, Bhaktawar, 229 Nariman Point, Mumbai, 400021
Tel. No. 91 22 6638 4444
Fax No. 91 22 6638 4455
Email mutual@kotak.com
Website http://www.kotakmutual.com

Peer Comparison

Debt Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
UTI Short Term Income - IP (G) Rank 3
3,378.80 0.9 1.9 4.4 7.7 8.1
ABSL Corporate Bond Fund (DAP) Rank 3
0.00 1.3 1.8 5.5 7.9 8.5
ABSL Corporate Bond Fund - D (G) Rank 3
14,064.49 0.9 2.0 5.0 8.0 8.5
Reliance Short Term Fund (G) Rank 3
3,182.10 0.4 1.3 3.7 7.1 7.7
HDFC Short Term Debt Fund (G) Rank 1
3,365.14 1.0 2.3 5.4 7.6 8.2
* Returns over 1 year are Annualised More »

Portfolio

Sector Allocation (Apr 30, 18)

Sector %

1-Year

HighLow

No Sector Data Available

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Asset Allocation (%)(Apr 30, 18)

Equity 0.00
Others 0.00
Debt 92.72
Mutual Funds N.A
Money Market 2.52
Cash / Call 4.76

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Concentration

Holdings (%)
Top 5 20.78
Top 10 35.96
Sector (%)
Top 3 N.A.

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