Mutual Funds

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

Kotak Mahindra Mutual FundLow DurationLow Risk
₹1,004.11+1.68 (+0.17%)

NAV as on 2026-06-08 · Debt · Low Duration

AUM

₹16.3K Cr

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Expense

-

Risk

Low

Kotak Low Duration Fund
₹1,004.11+0.17%

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Since Inception

+5.7%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹997.64
₹1,004.11

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

Cash30.1%
Other0.3%

Market Cap Split

Top Holdings

71 stocks
Weight1M Change
1

Punjab National Bank

7.80%0.0%
2

HDFC Bank Limited

6.87%0.0%
3

National Bank For Agriculture And Rural Development

6.74%0.0%
4

Canara Bank

6.20%0.0%
5

Bharti Telecom Limited

4.61%0.0%
6

Bajaj Housing Finance Limited

4.42%0.0%
7

Rec Limited

3.56%0.0%
8

7.15% Karnataka Sgs 2031

3.07%0.0%
9

Union Bank Of India

2.94%0.0%
10

Godrej Seeds & Genetics Limited

2.91%0.0%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Kotak Low Duration Dir Mn IDCW-P16,259----
ICICI Pru Savings Dir Dl IDCW-R27,7000.36+4.5%+6.9%+6.2%
HDFC Low Duration Dir Dl IDCW-R21,9260.50+6.0%+7.4%+6.5%
Kotak Low Duration Dir Bns16,2590.40+9.5%+9.0%-
SBI Low Duration Dir Dl IDCW-R13,4580.43+5.7%+7.2%+6.3%
Aditya BSL Low Duration Dir Dl IDCW-R13,2670.36+6.0%+7.2%+6.4%
Nippon India Low Duration Dir Bns9,4170.32+6.1%+7.4%+6.6%
Bandhan Low Duration Dir Dl IDCW-R6,1210.28+6.0%+4.5%+4.4%
Axis Treasury Advantage Dir Dl IDCW-R6,0840.36+5.8%+6.7%+6.0%
DSP Low Duration Dir Dl IDCW-R5,1080.25+4.4%+6.2%+5.6%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹16.3K Cr
Expense Ratio-
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings111

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.