Kotak Bond Short Term Plan - Direct - Standard Income Distribution cum capital withdrawal option
Kotak Mahindra Mutual Fund Debt Short Duration Fund
Expense Ratio
0.39%
AUM
₹1.82 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Low-Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+0.94%
Poor
6 Months
+4.29%
Below Average
1 Year
+7.51%
Below Average
3 Years
+7.83%
Poor
5 Years
+5.36%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹1.82 Cr
Recent Trend
Declining
Stability Score
8.2
Growth Assessment
Significant Decline
Growth Performance
Historical returns
1Y
Annual Growth
-16.34%
3Y
3Y CAGR
-76.60%
5Y
5Y CAGR
+15.04%
Growth Assessment: Significant Decline
• Significant outflows require attention
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
2.20%
Annualized standard deviation
Sharpe Ratio
-0.188
Very Poor - Risk-adjusted return
Max Drawdown
-4.80%
Low - Worst decline
Consistency
92.9%
Performance consistency
Volatility Breakdown
Daily Volatility
0.14%
Average daily price movement
Annualized Volatility
2.20%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance