Kotak Low Duration Fund - Regular Plan - Monthly - Reinvestment & Payout Of Income Distribution Cum Capital Withdrawal Option
Expense Ratio: 1.18
Risk: Moderate
Debt Scheme - Low Duration Fund
Plan: Regular
Benchmark: NIFTY Low Duration Debt Index A-I
Inception: 29-02-2008
Exit Load: Nil
Fund Size:₹16,380.24 Cr
Performance
1Y
FundN/A
Cat. Avg.5.62%
2Y
FundN/A
Cat. Avg.6.80%
3Y
FundN/A
Cat. Avg.6.84%
5Y
FundN/A
Cat. Avg.6.09%
10Y
FundN/A
Cat. Avg.6.33%
SI
Fund0.44%
Cat. Avg.12.76%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 Jul, 26 | 5000 | 4997 | -0.1% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 16 Jun, 26 | 1 L. | 1.00 L. | +0.4% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.