Kotak Bond Short Term Plan-(Growth)

Short DurationDebt Rank 10 of 27

NAV · Direct-Growth

₹61.38-0.01-0.02%

As of 17 Aug 2026 · AMFI

NAV growth+6.0%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Beats its Short Duration category on 3Y but trails on 1Y & 5Y.

1Y return

+6.0%

-0.1 vs cat

3Y CAGR

+7.7%

+0.1 vs cat

5Y CAGR

+6.6%

-0.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

1.4%

3Y std dev

Go deeper on Kotak Bond Short Term Plan-(Growth)

Two data-only views, computed from this fund's real NAV history — no projections.

Kotak Bond Short Term Plan-(Growth) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Kotak Bond Short Term Plan-(Growth) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Kotak Bond Short Term Plan-(Growth) is a Short Duration scheme from Kotak Mahindra. Long-run track record: about 6.6% CAGR over 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF174K01JI7

NAV (Direct-Growth)

₹61.3845

Last 1Y

+5.99%

Aug 25Min ₹57.85 · Max ₹61.40 · 242 ptsAug 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.07%	+0.02%	3/ 29
1M	+0.64%	+0.58%	3/ 29
3M	+2.56%	+2.48%	13/ 29
6M	+3.06%	+3.26%	11/ 29
YTD	+3.75%	+3.94%	10/ 28
1Y	+5.98%	+6.08%	10/ 28
2Y	+7.42%	+7.41%	13/ 27
3Y	+7.71%	+7.56%	10/ 27
5Y	+6.62%	+6.66%	11/ 25
7Y	+7.11%	+6.95%	8/ 23
10Y	+7.38%	+6.93%	6/ 20

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

NEW

See your SIP through Indian market history

Pick a fund and a start year — get a 60-second cinematic replay of every crash, boom, and headline with your money in it. Real NAV data, no “assumed 12%” lies.

Try Wealth Time Machine

AI · Free

Find what's really inside your funds

Upload your CAS PDF — get instant stock concentration, hidden fund overlap, sector risk, and 3 key insights, written by AI in plain English.

Run Portfolio X-Ray