Kotak Short Term Fund Direct-Growth
Debt: Short Term - Growth (Open ended)
SEBI Riskometer: ModerateCategory: Debt: Short TermBenchmark: NIFTY Short Duration Debt Index A-IICheck Portfolio Overlap →
NAV: ₹61.18-0.05%
23 Oct 2026
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| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 15 Jan, 2014 - 23 Oct, 2026 | 16 Feb, 2016 - 23 Oct, 2026 | 14 Mar, 2018 - 23 Oct, 2026 | 09 Apr, 2020 - 22 Jan, 2026 |
| Average returns | 8.31% | 8.18% | 8.05% | 8.27% |
| Standard deviation | 2.45% | 1.40% | 0.95% | 0.75% |
| Best returns | 13.21% 1 year ending on 13 Jul, 2020 | 11.38% 3 years ending on 05 Oct, 2016 | 9.67% 5 years ending on 13 Jul, 2020 | 10.01% 7 years ending on 18 Nov, 2020 |
| Worst returns | 2.56% 1 year ending on 17 Jun, 2022 | 5.20% 3 years ending on 17 Aug, 2023 | 6.43% 5 years ending on 21 Jan, 2026 | 7.22% 7 years ending on 09 Feb, 2024 |
| Period with positive return | 100.00% | 100.00% | 100.00% | 100.00% |
| Period with return > 5% | 89.08% | 100.00% | 100.00% | 100.00% |
| Period with return > 10% | 31.75% | 8.38% | 0.00% | 0.07% |
| Period with return > 15% | 0.00% | 0.00% | 0.00% | 0.00% |
| Beat % Category | 65.73% | 94.05% | 94.92% | 99.93% |
| Beat % Benchmark | 37.84% | 13.83% | 12.31% | 3.70% |
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 3.40% | -0.44% | 2.10% | 4.27% | 7.23% | 6.31% | 7.13% | 7.81% |
| Debt: Short Term | 3.37% | -0.42% | 2.14% | 4.22% | 7.09% | 6.42% | 6.61% | - |
| NIFTY Short Duration Debt Index A-II | -12.67% | -3.58% | -5.71% | -11.76% | 6.68% | 5.77% | 11.33% | - |
| Rank in category | 14 | 15 | 18 | 13 | 12 | 12 | 6 | - |
| Funds in category | 26 | 29 | 28 | 26 | 25 | 23 | 17 | - |