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Kotak Ultra Short Term IDCW-R

1–3 yearsInvestment Horizon
HNI,MATarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Strategy Details

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

Top Stock 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

Fund Manager Track Record

MS

Manu Sharma

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

Team

29 years

Combined Team Experience

AUM

₹ 49,908 Cr

Assets Under Management

DA
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.

Firm OverviewFirm Overview

Total AUM₹5,80,249.31 Cr

Operational & Regulatory Details

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

iconRegulatory & Tax Information

INF174KA1E58
verified
ISIN
DailyDealing Frequency
CRISIL Ultra Short Dur Debt A-I TR INRBenchmark

Capital Gain Tax | Taxed as per Income Tax Slab

Tax Implications (India)
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