Kotak Ultra Short Term IDCW-R

Empty

1–3 yearsInvestment Horizon

HNI,MATarget Segments

Empty

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Top Stock Holdings

CompanySectorAllocation

Axis Bank LimitedUtilities4.53%

Bank Of BarodaUtilities3.84%

National Bank For Agriculture And Rural DevelopmentUtilities3.77%

India (Republic of)Utilities3.37%

Tamil Nadu (Government of) 0.0654%Utilities2.91%

Small Industries Development Bank Of IndiaUtilities2.34%

Mankind Pharma LimitedUtilities1.97%

Muthoot Finance LimitedUtilities1.95%

6.9% Maharashtra Sgs 2030Utilities1.94%

Hdfc Bank Ltd.** CdUtilities1.93%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Manu Sharma

Lead Portfolio Manager

Manu Sharma has experience of 4 years. Manages 88 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹16,008 Cr

Deepak Agrawal

Co-Portfolio Manager

Mr. Deepak Agrawal has experience of 25 years. Manages 202 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹33,900 Cr Holds a PGDM degree.

29 years

Combined Team Experience

₹ 49,908 Cr

Assets Under Management

Firm Overview

AMCKotak Mahindra Asset Management Co Ltd

Total AUM₹5,80,249.31 Cr

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Regulatory & Tax Information

INF174KA1E58

ISIN

DailyDealing Frequency

CRISIL Ultra Short Dur Debt A-I TR INRBenchmark

Capital Gain Tax | Taxed as per Income Tax Slab

Tax Implications (India)