Kotak Low Duration Fund- Regular Plan-Standard Income Distribution cum capital withdrawal option

Open Ended Schemes(Debt Scheme - Low Duration Fund)Low to Moderate Risk★★★★★ISIN INF178L01210

NAV · 06-Jul-2026

₹1267.0132

+1.22%

-3.52%

1Y (CAGR)

-0.95%

3Y (CAGR)

+4.54%

5Y (CAGR)

+4.35%

Since inception (CAGR)

+1.99%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

3.83%

Downside dev (3y)

11.81%

Max drawdown (3y)

-6.3%

Sharpe (3y)

-0.51

SIP XIRR (3y)

+2.60%

SIP XIRR (5y)

+4.04%

Calendar-year returns

2020 -0.2%2021 +0.6%2022 +3.9%2023 +6.7%2024 +7.3%2025 +7.0%

Fund facts

Fund managerDeepak Agrawal · Dharmesh Thakkar

AUM₹1,33,704 Cr

Launch date29-Feb-2008

Plan typeOpen Ended · Debt

Min lumpsum5000

Lock-inNone

Volatility2.38

AMCKotak Mahindra Asset Management Company Limited.

Objective · The primary objective of the Scheme is to generate income through investment primarily in low duration debt & money market securities. There is no assurance or guarantee that the investment objective of the scheme will be achieved

scheme documents ↗