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Kotak Low Duration Fund - Growth

  • Regular
  • Direct
Category : Low Duration Fund
(Min ₹1000 for SIP, ₹5000 for one time investment)
  • Latest (Updated on 30th Jun 2019)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank
  • (Updated on 30th Jun 2018)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the Low Duration Fund. Existing investors can hold their investments. Fund performance is still average compared to peers so fresh investments can be avoided.

Returns (NAV as on 22nd October, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 15-Oct-19 10018.00 0.18% - 0.15% 10/27
1 Month 20-Sep-19 10090.20 0.90% - 0.68% 3/27
3 Month 22-Jul-19 10236.00 2.36% - 1.36% 4/27
6 Month 22-Apr-19 10401.40 4.01% - -0.96% 11/26
YTD 01-Jan-19 10681.10 6.81% - -0.64% 9/26
1 Year 22-Oct-18 10864.70 8.65% 8.65% 3.25% 9/26
2 Year 18-Oct-17 11583.60 15.84% 7.58% 4.66% 7/26
3 Year 21-Oct-16 12450.70 24.51% 7.57% 5.43% 3/25
5 Year 22-Oct-14 14946.60 49.47% 8.37% 6.58% 2/24
10 Year 22-Oct-09 22013.10 120.13% 8.21% 7.02% 3/22
Since Inception 06-Mar-08 23888.60 138.89% 7.77% 7.20% 11/25

SIP Returns (NAV as on 22nd October, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 22-Oct-18 12000 12554.43 4.62 % 8.66 %
2 Year 18-Oct-17 24000 26068.71 8.62 % 8.16 %
3 Year 21-Oct-16 36000 40504.37 12.51 % 7.8 %
5 Year 22-Oct-14 60000 73356.49 22.26 % 7.97 %
10 Year 22-Oct-09 120000 184529.41 53.77 % 8.33 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.09% 0.90% 2.36% 4.01% 4.53% 8.65% 7.58% 7.57% 8.37%
Nifty 50 -0.63% 2.79% 2.13% -0.05% -0.31% 13.11% 6.84% 10.05% 7.70%
Benchmark: CRISIL 10 Year Gilt Index -0.04% 1.09% -0.33% 8.81% 8.38% 14.88% 6.29% 6.05% 8.43%
Category Average 0.07% 0.68% 1.36% -0.96% -0.64% 3.25% 4.66% 5.43% 6.58%
Category Rank 4/27 3/27 4/27 11/26 9/26 9/26 7/26 3/25 2/24
Best in Category 0.10% 7.60% 3.41% 4.74% 5.16% 9.53% 7.90% 8.07% 8.78%
Worst in Category 0.00% -4.72% -3.47% -19.24% -19.17% -16.46% -5.70% -1.41% 2.74%

Best Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q3 - 2016 2.56% 3.40% 4.82% 2.36%
Q3 - 2019 2.43% -3.30% 2.81% 1.82%
Q3 - 2019 2.37% -3.30% 2.81% 1.82%

Worst Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q2 - 2019 1.31% 1.68% 4.99% -2.63%
Q4 - 2019 0.62% 2.15% 0.26% 0.45%
Q2 - 2018 1.16% 4.36% -1.53% 1.1%

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