debtLow risk

Kotak Short Term Fund - Direct Plan - Standard Income Distribution cum capital withdrawal option

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Kotak Mahindra Mutual Fund. It's been running since 23 Apr 2018.

Latest price per unit

₹16.2859

▲ 0.05% today

As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹99.3k

▼ ₹747 loss · -0.7% / year

Invested 3 years ago

₹1.17 L

▲ ₹16.6k gain · 5.2% / year

Invested 5 years ago

₹1.23 L

▲ ₹22.6k gain · 4.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

3.9%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-6.62%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-0.75%

CAGR — 3 years5.24%

CAGR — 5 years4.16%

CAGR — since launch6.00%

Volatility — 1 year (annualised)6.65%

Volatility — 3 years (annualised)3.91%

Max drawdown — 1 year-6.62%

Max drawdown — 3 years-6.62%

Sharpe ratio — 1 year (rf=6%)-1.02

Sharpe ratio — 3 years (rf=6%)-0.17

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Income/Debt Oriented Schemes - Short Term Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF174K01Z14
ISIN (Div re-invest): INF174K01Z22
Fund code: 135500
First price on record: 23 Apr 2018 · 2,027 daily prices

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.