Kotak Long Duration Fund Direct - Growth
Kotak Long Duration Fund Direct - Growth: Mutual Fund Overview
Kotak Long Duration Fund Direct - Growth is an Long Duration mutual fund with over 2 years of performance history. The scheme manages an AUM of ₹116.6 Cr and has a NAV of ₹11.0237. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 2.11%.
Debt, Long Duration, Principal at moderate risk
1 Year Return 2.11% at 12 Mar 2026 07:09 PM
Fund Details
NAV 11.0237
Sub-Type Long Duration
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 2
Fund Size(in Crores) 116.6
Fund Performance
1 Month 0.92%
3 Month 1.49%
6 Month 1.2%
1 Year 2.11%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.01%) Market Cap Large Cap 43.05 Small Cap 41.81 Mid Cap 13.15 Top Sectors Automobile 83.03 Capital Goods 6.99 Metals & Mining 4.47 Chemicals 1.63 Materials 1.35 Financial 0.54 Top Holding UNO Minda 3.12 Sundram Fasteners 1.31 Maruti Suzuki India 5.71 Ather Energy 2.67 ZF Commercial 3.98 Endurance Technologies 1.8 Asahi India Glass 1.35 Schaeffler India 2.7 Balkrishna Industries 0.8 Eicher Motors 8.11 Happy Forgings 3.75 Craftsman Automation 3.39 Sansera Engineering 3.95 ASK Automotive 1.25 Tata Motors 4.26 Sundaram - Clayton Dcd 0.54 Ashok Leyland 0.63 Mahindra & Mahindra 14.53 Belrise Industries 2.25 Minda Corporation 1.88 Timken India 2.6 Samvardhana Motherson 4 Kingfa Science & Technology (India) 1.63 TVS Motor Company - Pref. Shares 0.08 Alicon Castalloy 0.72 Bharat Forge 4.73 Rolex Rings 0.38 Gabriel India 2.47 Sona BLW Precision Forgings 4.01 Tenneco Clean Air India 3.6 TVS Motor Company 5.81
Debt & Others (1.99%) Sector Allocation Treasury Bills 0.09 Net Payables -0.37 Repo 2.27 Debt Credit Ratings Debt Category Others 1.9 Reserve Bank of India 0.09
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.34%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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
Abhishek Bisen
Education Mr. Bisen is a BA and MBA in Finance.
Experience Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
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) 7
Date of Incorporation 2024-03-11
Total AUM 595413.8
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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