Kotak Low Duration Fund Direct Plan- Bonus Option
Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Kotak Mahindra Mutual Fund. It's been running since 2 Feb 2015.
Vs 15 other funds in Half Yearly Dividend
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 2 of last 2 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 0% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Kotak Low Duration Fund Direct Plan- Bonus Option against other sector funds.
Technical details (for the pros)
Fund info
- Fund house
- Kotak Mahindra Mutual Fund
- Category
- Half Yearly Dividend
- Plan
- Direct
- Option
- Bonus
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 133813
- First price on record
- 2 Feb 2015 · 233 daily prices
About Kotak Low Duration Fund Direct Plan- Bonus Option
Kotak Low Duration Fund Direct Plan- Bonus Option is a Half Yearly Dividend offered by Kotak Mahindra Mutual Fund under the Direct plan with the Bonus option. It has approximately 12 years of NAV track record. The fund falls in the sector category — Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.
The current NAV of Kotak Low Duration Fund Direct Plan- Bonus Option is ₹1321.4208 (as of 19 Jan 2016). Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 0.5% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 0.0%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Kotak Low Duration Fund Direct Plan- Bonus Option?+
The latest NAV of Kotak Low Duration Fund Direct Plan- Bonus Option is ₹1321.4208 as of 19 Jan 2016, up 0.01% from the previous day. NAV is updated once a business day after the market close.
What category does Kotak Low Duration Fund Direct Plan- Bonus Option belong to?+
Kotak Low Duration Fund Direct Plan- Bonus Option is categorised as Half Yearly Dividend. Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.
How risky is Kotak Low Duration Fund Direct Plan- Bonus Option?+
Based on its 3-year annualised volatility of 0.5%, Kotak Low Duration Fund Direct Plan- Bonus Option sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Kotak Low Duration Fund Direct Plan- Bonus Option a direct plan?+
Kotak Low Duration Fund Direct Plan- Bonus Option is a Direct plan (no distributor commission — lower expense ratio) with the Bonus option.
How old is Kotak Low Duration Fund Direct Plan- Bonus Option?+
Kotak Low Duration Fund Direct Plan- Bonus Option has NAV history available from 2 Feb 2015 — approximately 12 years of track record and 233 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.