Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct-Growth
Debt: Ultra Short Term - Growth (Open ended) Factsheet
SEBI Riskometer: Low to ModerateCategory: Debt: Ultra Short TermBenchmark: CRISIL-IBX Financial Services 3 to 6 Months Debt IndexCheck Portfolio Overlap →
NAV: ₹11.11+0.08%
07 Sept 2026
Similar Funds
Side-by-side comparison of Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +6.97% | 6.75% | 7 / 30 |
| 3Y Return | — | 7.23% | — |
| 5Y Return | — | 6.53% | — |
| 10Y Return | — | 6.47% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Debt: Ultra Short Term
Top funds by AUM in the Debt: Ultra Short Term category — see how Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct-Growth compares on size and returns.
Funds Tracking CRISIL-IBX Financial Services 3 to 6 Months Debt Index
Top funds tracking the CRISIL-IBX Financial Services 3 to 6 Months Debt Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct-Growth?
Funds similar to Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct-Growth in the Debt: Ultra Short Term category include Aditya Birla Sun Life Ultra Short Term Direct-Growth, HDFC Ultra Short Term Fund Direct-Growth, and ICICI Prudential Ultra Short Term Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct-Growth in its category?
The category rank of Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct-Growth is shown in the Trailing Returns section above.
How does Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct-Growth's expense ratio compare to similar funds?
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct-Growth has an expense ratio of 0.12%. The peers Aditya Birla Sun Life Ultra Short Term Direct-Growth has an expense ratio of 0.32% and HDFC Ultra Short Term Fund Direct-Growth has 0.39%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct-Growth's AUM compare to similar funds?
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct-Growth has an AUM of ₹269.65 crore. The peers Aditya Birla Sun Life Ultra Short Term Direct-Growth has an AUM of ₹18,819.3 crore and HDFC Ultra Short Term Fund Direct-Growth has ₹17,464.9 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Debt: Ultra Short Term?
The top performing fund in the Debt: Ultra Short Term category on a 3-year basis is Nippon India Ultra Short Term Fund Direct-Growth with a CAGR of 7.62% as of 6 Sep 2026. Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.