Kotak Low Duration Fund Direct Growth
Scheme code: INF178L01AX4
NAV value:
₹ 3812.7703
NAV date: 18 March, 2026
TER: 0.42%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Low Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | 3.36 | 10.97 | 8.17 | 8.02 | 7.68 |
| 3 year | 5.36 | 10.20 | 8.27 | 7.90 | 7.12 |
| 5 year | 6.45 | 9.30 | 7.50 | 7.80 | 6.33 |
| 7 year | 7.05 | 9.30 | 7.49 | 7.87 | 6.43 |
| 10 year | 7.55 | 8.11 | 7.93 | 7.87 | 6.79 |
| 12 year | 7.91 | 8.13 | 7.99 | 8.00 | 7.1 |
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: ₹12,43,711 - Absolute Returns: ₹43,711 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,36,914 - Absolute Returns: ₹4,36,914 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,01,472 - Absolute Returns: ₹12,01,472 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,08,15,881 - Absolute Returns: ₹24,15,881 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,73,63,554 - Absolute Returns: ₹53,63,554 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,28,94,147 - Absolute Returns: ₹84,94,147 - CAGR: %Drawdown Metrics
Max Drawdown
-1.50 %
Drawdown Duration
1 months
Recovery Time
0 months
Avg Drawdown
-0.03 %
Calmar Ratio by Duration
1
Y
5.3339
3
Y
5.2541
5
Y
5.1875
7
Y
5.2341
10
Y
5.2341
12
Y
5.3206