Mutual Funds

Kotak Low Duration Fund - Direct Plan - Weekly - Reinvestment & Payout of Income Distribution cum Capital Withdrawal Option

Kotak Mahindra Mutual FundLow DurationLow Risk
₹1,007.97+1.11 (+0.11%)

NAV as on 2026-06-25 · Debt · Low Duration

AUM

₹13.4K Cr

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Expense

1.18%

Risk

Low

Kotak Low Duration Fund
₹1,007.97+0.11%

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Since Inception

+6.3%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹997.61
₹1,007.97

100% from 52W low

Fund Information

Low DurationDebtSince 12-05-2026

Fund House

Kotak Mahindra Mutual Fund

Category

Debt - Low Duration

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Cash21.8%
Other0.4%

Market Cap Split

Top Holdings

73 stocks
Weight1M Change
1

Punjab National Bank

17.19%0.0%
2

Canara Bank

12.95%-4.8%
3

National Bank For Agriculture And Rural Development

11.47%-20.7%
4

Bharti Telecom Limited

10.14%0.0%
5

Bajaj Housing Finance Limited

9.71%0.0%
6

HDFC Bank Limited

8.85%-38.0%
7

Rec Limited

7.64%-2.2%
8

7.15% Karnataka Sgs 2031

6.76%0.0%
9

Godrej Seeds & Genetics Limited

6.41%0.0%
10

Jtpm Metal TRaders Limited

5.75%0.0%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Kotak Low Duration Direct Wk IDCW P13,3701.18---
ICICI Pru Savings Gr25,8850.48+6.3%+7.5%+6.5%
HDFC Low Duration Reg Gr20,2181.05+5.7%+7.0%+6.1%
Kotak Low Duration Direct Wk IDCW R13,3701.18---
SBI Low Duration Instl Gr13,1670.93+5.5%+6.8%+5.9%
Aditya BSL Low Duration Instl Gr13,0111.04+5.4%+6.6%+5.8%
Nippon India Low Duration Gr9,3590.83+5.8%+6.9%+6.0%
Bandhan Low Duration Reg Gr5,8110.55+5.8%+6.9%+6.0%
Axis Treasury Advantage Gr5,8030.70+6.1%+7.2%+6.3%
DSP Low Duration Reg Gr4,7730.53+5.8%+6.9%+6.0%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹13.4K Cr
Expense Ratio1.18%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings98

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Low risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.