Kotak Bond Short Term Plan-Growth

The Kotak Bond Short Term Plan-Growth , a Short Duration Fund multi-cap fund   Open Ended Mutual Funds   from Kotak Mahindra Asset Management Company Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

Kotak Bond Short Term Plan-Growth - Performance

The Kotak Bond Short Term Plan-Growth has set a great track record, delivering an impressive 1-year return of 4.37. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹16,486.9452 Cr. and the latest NAV declared is 54.547 as on 2026-06-12.

Kotak Bond Short Term Plan-Growth - Investment Strategy

The Kotak Bond Short Term Plan-Growth follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

Kotak Bond Short Term Plan-Growth - Fees and Expenses

The Kotak Bond Short Term Plan-Growth has an expense ratio of 1.12 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.

Kotak Bond Short Term Plan-Growth - SIP Planning

The Kotak Bond Short Term Plan-Growth, provides a broad range of SIP plans, which can be customised according to your needs and suitability. Kotak Bond Short Term Plan-Growth is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Short Duration Fund provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Short Duration Fund Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.