Kotak Bond Short Term Plan Direct Growth
Scheme code: INF174K01JI7
NAV value:
₹ 59.6799
NAV date: 18 March, 2026
TER: 0.00%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Short Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | 2.41 | 12.10 | 8.36 | 8.13 | 13.45 |
| 3 year | 4.93 | 10.81 | 8.15 | 7.94 | 7.77 |
| 5 year | 6.32 | 9.33 | 7.64 | 7.87 | 6.99 |
| 7 year | 6.93 | 9.66 | 7.77 | 8.00 | 7.05 |
| 10 year | 7.66 | 8.30 | 7.93 | 7.91 | 7.44 |
| 12 year | 7.98 | 8.35 | 8.06 | 8.09 | 7.88 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,44,211 - Absolute Returns: ₹44,211 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,34,628 - Absolute Returns: ₹4,34,628 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,35,120 - Absolute Returns: ₹12,35,120 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,08,82,556 - Absolute Returns: ₹24,82,556 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,74,64,390 - Absolute Returns: ₹54,64,390 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,30,90,524 - Absolute Returns: ₹86,90,524 - CAGR: %Drawdown Metrics
Max Drawdown
-3.05 %
Drawdown Duration
2 months
Recovery Time
2 months
Avg Drawdown
-0.10 %
Calmar Ratio by Duration
1
Y
2.6615
3
Y
2.5993
5
Y
2.5764
7
Y
2.6189
10
Y
2.5895
12
Y
2.6484