Overview / Mutual Fund Discovery / Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short to Short Term Fund ) / AMFI 135498

Kotak Low Duration Fund - Regular Plan - Normal Dividend

Kotak Mahindra Mutual Fund • Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short to Short Term Fund ) • Regular Plan • IDCW

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2017-09-15)
₹1070.0890
AMFI Code / ISIN
135498 / INF174K01Y64
Category Peer Standing
#17 of 301 ranked peers in Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short to Short Term Fund ) by 3Y Sortino
Historical Track
2016-10-14 to 2017-09-15 (225 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
N/A
3Y CAGR
N/A
5Y CAGR
N/A
10Y CAGR
N/A
Since Inception CAGR
+7.64% p.a.
Sortino Ratio (3Y)
2.88
Sharpe Ratio (3Y)
2.02
Calmar Ratio
33.23
Annualized Volatility (3Y)
+0.57%
Maximum Drawdown
-0.23%
1Y / 3Y / 5Y Rolling Mean CAGR
N/A / N/A / N/A

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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