Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -0.16% | -0.36% | 0.34% | 2.06% | 4.32% | 7.27% | 6.33% | 6.80% | 7.15% |
NAV history
About this fund
Kotak Short Term Fund is a debt fund offered by Kotak Mahindra Mutual Fund, classified under Debt as Debt Scheme - Short Duration Fund. Debt funds are sensitive to interest-rate moves and the credit quality of holdings. Its latest NAV is ₹61.21.
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Kotak Short Term Fund has recorded a return of about 4.3%, with a three-year return of 7.3% and a five-year return of 6.3%. Its annualised volatility is 1.3% — relatively low fluctuations — and its Sharpe ratio is -1.63, a measure of return per unit of risk taken.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 7.37 | 7.45 | 2.41 | 12.04 | 100% | 0% |
| 3Y | 7.42 | 7.73 | 4.89 | 9.54 | 100% | 0% |
| 5Y | 7.12 | 7.09 | 6.31 | 8.52 | 100% | 0% |
| 7Y | 7.37 | 7.31 | 6.80 | 7.97 | 100% | 0% |
| 10Y | 7.37 | 7.37 | 7.15 | 7.56 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| SBI SHORT TERM FUND Debt Scheme - Short Duration Fund | -0.40 | 0.16 | 1.93 | 4.02 | 7.08 | 6.27 | 6.92 | – |
| Tata Short Term Fund Debt Scheme - Short Duration Fund | -0.45 | 0.29 | 1.95 | 4.15 | 7.01 | 6.24 | 6.33 | – |
| Axis Short Term Fund Debt Scheme - Short Duration Fund | -0.28 | 0.46 | 2.32 | 4.81 | 7.61 | 6.69 | 7.37 | – |
| Invesco India Short Term Fund Debt Scheme - Short Duration Fund | -0.49 | 0.01 | 1.81 | 3.86 | 7.05 | 6.08 | 6.73 | – |
| UTI Short Term Fund Debt Scheme - Short Duration Fund | -0.44 | 0.21 | 2.03 | 4.18 | 7.11 | 6.41 | 6.24 | – |
| ICICI Prudential Short Term Fund Debt Scheme - Short Duration Fund | -0.52 | 0.27 | 2.13 | 4.90 | 7.51 | 6.97 | 7.62 | 0.38 |
| Groww Short Term Fund Debt Scheme - Short Duration Fund | -0.05 | 0.84 | 2.72 | 4.81 | 7.41 | 6.15 | 6.49 | 0.25 |
| Mirae Asset Short Term Fund Debt Scheme - Short Duration Fund | -0.80 | -0.05 | 1.87 | 3.73 | 7.09 | 6.26 | – | – |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Kotak Contra Fund Equity Scheme - Contra Fund | -5.95 | -6.93 | -5.23 | -7.28 | 12.96 | 12.26 | 15.50 | – |
| Kotak Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.59 | 1.52 | 3.17 | 6.74 | 7.42 | 6.98 | 6.46 | – |
| Kotak ELSS Tax Saver Fund Equity Scheme - ELSS | -5.13 | -5.18 | -3.09 | -5.51 | 9.39 | 10.47 | 13.52 | – |
| Kotak Mid Cap Fund Equity Scheme - Mid Cap Fund | -8.86 | -9.63 | -5.50 | -4.76 | 13.80 | 14.27 | 16.37 | – |
| Kotak Multi Asset Omni FOF Other Scheme - FoF Domestic | -6.49 | -4.72 | -5.26 | -2.38 | 13.10 | 13.24 | 14.49 | – |
| Kotak Global Emerging Market Overseas Equity Active FOF Other Scheme - FoF Overseas | -12.03 | -7.27 | -1.73 | 22.19 | 24.47 | 9.63 | 10.82 | – |
| Kotak Gold Fund Other Scheme - FoF Domestic | -5.91 | -1.60 | -5.95 | 11.51 | 31.53 | 23.06 | 15.56 | – |
| Kotak Large Cap Fund Equity Scheme - Large Cap Fund | -3.82 | -5.84 | -5.97 | -9.21 | 9.04 | 7.73 | 12.16 | – |