Kotak Bond Short Term Plan Growth
Fixed IncomeShort Duration
53.49
-0.05(-0.09%)
NAV as on 09 Dec, 2025
CAGR
7.20%
- AUM (Crs.)18,310.36
- Expense Ratio1.12 %
- Sharpe Ratio / Category Average0.48 / 0.80
- Standard Deviation / Category Average1.04 / 1.25
- Beta / Category Average1.48 / 1.39
- Portfolio Turnover / Category Average89.41 / 215.34
- Top 5 Debt Holdings Wt.17.52
- Top 10 Debt Holdings Wt.30.90
- Investment StyleLimited Sensitivity High Quality
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Credit Rating
Concentration
- No. of Debt Holdingsundefined
- Top 10 Debt Holdingsundefined%
- Top 5 Debt Holdingsundefined%
View Holdings
Fundamentals
| Measures | Fund |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryDeepak Agrawal, Abhishek Bisen
- Launch Date02 May, 2002
- BenchmarkS&P BSE 500
Objective
The investment objective of the Scheme is to provide reasonable returns and reasonably high levels of liquidity by investing in debt instruments such as bonds, debentures and Government securities; and money market instruments such as treasury bills, commercial papers, certificates of deposit, including repos in permitted securities of different maturities, so as to spread the risk across different kinds of issuers in the debt markets. There is no assurance that the investment objective of the Scheme will be realised.
Riskometer
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