Kotak Bond Short Term Plan Growth
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1–3 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation1.2%
Sharpe Ratio1.74
Beta1.48
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Top Stock Holdings
CompanySectorAllocation
7.18% Govt Stock 2033Utilities10.01%
7.81% Govt Stock 2033Utilities6.09%
7.1% Govt Stock 2034Utilities4.34%
National Bank For Agriculture And Rural DevelopmentUtilities2.90%
7.08% Karnataka State Development Loans (12/08/2031)Utilities2.80%
LIC Housing Finance LtdUtilities2.73%
Bajaj Finance LimitedUtilities2.69%
LIC Housing Finance LtdUtilities2.61%
Net Current Assets/(Liabilities)Utilities2.29%
Small Industries Development Bank Of IndiaUtilities2.21%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.12%
Regulatory & Tax Information
INF174K01ES7
ISINDailyDealing Frequency
CRISIL Short Term Bond TR INRBenchmark
Capital Gain Tax | Taxed as per Income Tax Slab
Tax Implications (India)