Kotak Low Duration Fund Standard-Growth
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Debt, Low Duration, Principal at moderate risk
1 Year Return 6.8% at 16 Feb 2026 12:08 PM
Fund Details
NAV 3463.3179
Sub-Type Low Duration
Rating 1
Min. SIP Amount ₹100.0
Fund Age(Year) 17.95
Fund Size(in Crores) 14796.34
Fund Performance
1 Month 0.54%
3 Month 1.14%
6 Month 2.68%
1 Year 6.8%
3 Year 6.96%
5 Year 5.77%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Debenture 38.64 Alternative Investment Fund 0.29 Certificate of Deposit 13.3 Debt Credit Ratings AAA 53.1 A1+ 16.77 AA 11.82 SOV 11.53 Cash & Call Money 4.28 Debt Category Union Bank of India 1.33 Aadhar Housing Fin 0.75 Hinduja Leyland Finance 0.68 Aditya Birla Renewables 0.68
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular - Growth Ret 1M 0.53% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Regular - IDCW Ret 1M 0.53% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Low Duration Fund Regular-Growth Ret 1M 0.52% Ret 1Y 6.75% Ret 3Y 6.87% Ret 5Y 5.81%
Equity, Flexi Cap funds Aditya Birla Sun Life Low Duration Fund Regular-IDCW Daily Reinvestment Ret 1M 0.52% Ret 1Y 6.75% Ret 3Y 6.87% Ret 5Y 5.81%
Equity, Flexi Cap funds Aditya Birla Sun Life Low Duration Fund Regular-IDCW Weekly Reinvestment Ret 1M 0.52% Ret 1Y 6.75% Ret 3Y 6.87% Ret 5Y 5.81%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-Bonus Ret 1M 0.56% Ret 1Y 7.28% Ret 3Y 7.34% Ret 5Y 6.14%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-Growth Ret 1M 0.56% Ret 1Y 7.28% Ret 3Y 7.34% Ret 5Y 6.14%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Daily Reinvestment Ret 1M 0.56% Ret 1Y 7.28% Ret 3Y 7.34% Ret 5Y 6.14%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Monthly Payout Ret 1M 0.56% Ret 1Y 7.28% Ret 3Y 7.34% Ret 5Y 6.14%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.56% Ret 1Y 7.28% Ret 3Y 7.34% Ret 5Y 6.14%
Equity, Flexi Cap funds Axis Treasury Advantage Fund Regular-IDCW Weekly Payout Ret 1M 0.56% Ret 1Y 7.28% Ret 3Y 7.34% Ret 5Y 6.14%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.18%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Deepak Agrawal
Education Mr. Agrawal is Post Graduate in Commerce from Mumbai University, Chartered Accountant, Company Secretary and CFA.
Experience He has been associated with Kotak AMC since 2002.
Dharmesh Thakar
Education PGeMBA in Finance
Experience Prior to joining the Kotak AMC, he was associated with Trust Financial Consultancy Services Pvt Ltd.
Manu Sharma
Education Mr. Sharma has done M.Com and CA.
Experience He has over 17 years of experience in fields of Fixed Income Fund Management, Operations, Finance Audit and Taxation.
Palha Khanna
Education Ms. Khanna has done B.Com and MBA, Finance
Experience Prior to joining Kotak Mutual Fund, she has worked with HDFC Asset Management Company Ltd
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 15
Date of Incorporation 2008-03-06
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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