Kotak Bond Short Term Plan - Direct
The investment objective of the Scheme is to provide reasonable
returns and reasonably high levels of liquidity by investing in
debt instruments such as bonds, debentures and Government
securities; and money market instruments such as treasury bills,
commercial papers, certificates of deposit, including repos in
permitted securities of different maturities, so as to spread the
risk across different kinds of issuers in the debt markets.
There is no assurance that the investment objective of the
Scheme will be realised.
Suitability
This product is suitable for investors who are seeking
• income over a medium term horizon
• investment in debt & money market securities
Fund Info
Scheme Type
Open-ended
Scheme Category
Short Duration
Benchmark Type
Crisil Short-Term Bond Index
Scheme AUM (in Crs.)
₹ 8009.65
Expense Ratio
0.32%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 139427
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Short Duration |
| Benchmark Type | Crisil Short-Term Bond Index |
| Scheme AUM (in Crs.) | ₹ 8009.65 |
| Expense Ratio | 0.32% |
| Scheme Class | Debt |
| AMC AUM (in Crs.) | ₹ 139427 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Nabha Power Ltd.
Debenture
4.70
Mahindra & Mahindra Financial Services Ltd.
Debenture
4.02
LIC Housing Finance Ltd.
Debenture
3.75
Small Industries Devp. Bank of India Ltd.
Debenture
3.56
Indiabulls Housing Finance Ltd.
Debenture
3.48
Housing Development Finance Corpn. Ltd.
NCD
3.43
Nabha Power Ltd.
Debenture
2.84
Gruh Finance Ltd.
Debenture
2.79
Power Finance Corpn. Ltd.
Debenture
2.49
GOI
GOI Sec
12.26
Asset Allocation(%)
State Development Loan
8.05
Non Convertible Debenture
6.07
Debenture
59.58
Bonds
4.54
GOI Securities
12.54
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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