Kotak Mahindra
Kotak Bond Short Term Plan-(Growth)
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | +0.00% | -0.02% | +0.02 | 16 / 39 | Q2 |
| 1W | +0.58% | +15.22% | -14.64 | 15 / 40 | Q2 |
| 2W | +0.73% | +15.32% | -14.59 | 19 / 40 | Q2 |
| 1M | +0.36% | +17.08% | -16.72 | 29 / 40 | Q3 |
| 3M | +0.79% | +17.51% | -16.72 | 26 / 40 | Q3 |
| 6M | +1.55% | +18.24% | -16.70 | 24 / 40 | Q3 |
| YTD | +1.47% | +17.94% | -16.47 | 20 / 40 | Q2 |
| 1Y | +3.73% | +19.53% | -15.81 | 23 / 40 | Q3 |
| 2Y | +6.64% | +8.34% | -1.70 | 19 / 40 | Q2 |
| 3Y | +6.60% | +5.79% | +0.81 | 18 / 40 | Q2 |
| 4Y | +6.55% | +4.96% | +1.59 | 15 / 39 | Q2 |
| 5Y | +5.60% | +4.13% | +1.47 | 16 / 38 | Q2 |
| 7Y | +6.33% | +2.95% | +3.38 | 14 / 37 | Q2 |
| 10Y | +6.61% | +4.98% | +1.64 | 10 / 27 | Q2 |
| Inception | +7.51% | +1.94% | +5.57 | 9 / 40 | Q1 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2026 YTD | +1.47% | +0.90% | +0.56 | 11 / 21 |
| 2025 | +7.28% | +34.44% | -27.16 | 13 / 25 |
| 2024 | +7.70% | +3.79% | +3.91 | 5 / 25 |
| 2023 | +6.45% | +4.24% | +2.21 | 15 / 25 |
| 2022 | +3.00% | +2.62% | +0.38 | 11 / 26 |
| 2021 | +3.26% | +3.74% | -0.49 | 11 / 26 |
| 2020 | +9.91% | +3.74% | +6.17 | 5 / 30 |
| 2019 | +9.58% | +2.23% | +7.35 | 4 / 30 |
| 2018 | +6.20% | +2.73% | +3.47 | 3 / 30 |
| 2017 | +5.09% | +2.37% | +2.72 | 14 / 37 |
| 2016 | +9.61% | +5.27% | +4.34 | 8 / 37 |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Risk profile
Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.
Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.
Peers in Short Duration Fund
Recent NAVs
| Date | NAV |
|---|---|
| 9 Jun 2026 | ₹54.5051 |
| 8 Jun 2026 | ₹54.3676 |
| 5 Jun 2026 | ₹54.2548 |
| 4 Jun 2026 | ₹54.1075 |
| 3 Jun 2026 | ₹54.0814 |
| 2 Jun 2026 | ₹54.0826 |
| 1 Jun 2026 | ₹54.0549 |
| 29 May 2026 | ₹54.0390 |
| 27 May 2026 | ₹53.9905 |
| 26 May 2026 | ₹53.9704 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.