Kotak Low Duration Fund(G)-Direct Plan

Low Duration
1 Finance Score:81 /100
1 Finance Rank

This fund ranks 7th out of 22 funds in its category.

07
AUM 11,266 Cr
Expense Ratio0.42%

Strengths and Weaknesses

thub-like

Potential for higher returns as the fund maintains a high Net Yield to Maturity (YTM).

thub-like

High AUM often signifies stability and credibility, along with well diversification.

thub-like

Great track record of generating high returns by managing the portfolio dynamically.

thub-dislike

The fund holds low quality bonds and securities, along with a concentrated portfolio.

thub-dislike

Exhibits a relatively high level of volatility, indicated by its elevated standard deviation.

thub-dislike

High modified duration indicates that it is more sensitive to changes in interest rates, suggesting higher risk for the fund.

Who should invest? 

Those with a 6- to 12-month investment horizon should consider investing in this fund.

Who should avoid? 

Those who have more than 1 year investment horizon should avoid this fund

This analysis is updated as on March 2025.

Disclaimer

The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.

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Did you know?

Liquid funds serve as an ideal option for parking emergency funds.
Debt funds, being less volatile and posing lower risk than equity funds, prove to be an attractive choice for risk-averse investors.
It's essential to recognise that debt funds do carry certain risks, such as interest rate fluctuations, default possibilities, and vulnerability to inflation.
Achieving optimal returns from debt funds involves aligning the investment horizon with the appropriate scheme.