Kotak Bond Short Term Plan Direct Growth

Scheme code: INF174K01JI7 NAV value: ₹ 55.1000 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Short Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 6.53 9.55 8.11 7.31
3 year 5.51 6.60 6.06 6.44
5 year 6.74 7.45 7.04 6.83
7 year 7.06 7.48 7.27 6.68
10 year 7.70 8.13 7.91 7.54

Rolling return for 1 year

Average return: 8.11%
Min Max Min-Max Max-Min Standard Deviation Mean From To
8.53 7.84 8.53 7.84 0.34 8.18 01-2024 01-2025
9.01 8.56 9.39 8.18 0.46 8.78 12-2023 12-2024
9.01 8.8 9.55 8.26 0.46 8.91 11-2023 11-2024
8.87 8.91 9.48 8.3 0.42 8.89 10-2023 10-2024
8.18 8.62 9.11 7.69 0.53 8.4 09-2023 09-2024
8.02 8.15 8.76 7.41 0.48 8.09 08-2023 08-2024
7.63 7.99 8.65 6.97 0.61 7.81 07-2023 07-2024
7.17 7.59 7.89 6.87 0.39 7.38 06-2023 06-2024
7.31 7.34 8.13 6.53 0.57 7.33 05-2023 05-2024
7.91 7.26 8.33 6.84 0.57 7.58 04-2023 04-2024
8.16 7.96 8.93 7.2 0.62 8.06 03-2023 03-2024
7.68 8.16 8.27 7.57 0.3 7.92 02-2023 02-2024

Rolling return for 3 year

Average return: 6.06%
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.59 6.47 6.59 6.47 0.06 6.53 01-2022 01-2025
6.48 6.53 6.6 6.41 0.07 6.5 12-2021 12-2024
6.37 6.42 6.55 6.24 0.11 6.4 11-2021 11-2024
6.2 6.31 6.4 6.12 0.11 6.26 10-2021 10-2024
6.04 6.19 6.34 5.89 0.17 6.12 09-2021 09-2024
6.07 6.05 6.32 5.81 0.18 6.06 08-2021 08-2024
5.96 6.08 6.3 5.75 0.2 6.02 07-2021 07-2024
5.79 5.89 6.03 5.66 0.14 5.84 06-2021 06-2024
5.72 5.82 5.99 5.55 0.16 5.77 05-2021 05-2024
5.77 5.71 5.9 5.57 0.12 5.74 04-2021 04-2024
5.88 5.82 6.13 5.57 0.2 5.85 03-2021 03-2024
5.62 5.71 5.81 5.51 0.11 5.66 02-2021 02-2024

Rolling return for 5 year

Average return: 7.04%
Min Max Min-Max Max-Min Standard Deviation Mean From To
6.9 6.75 6.9 6.75 0.08 6.82 01-2020 01-2025
6.96 6.92 7.04 6.84 0.07 6.94 12-2019 12-2024
6.9 6.84 7.01 6.74 0.1 6.87 11-2019 11-2024
7.02 6.9 7.14 6.78 0.13 6.96 10-2019 10-2024
6.92 7.04 7.1 6.86 0.09 6.98 09-2019 09-2024
6.98 6.94 7.12 6.79 0.12 6.96 08-2019 08-2024
7.08 6.98 7.29 6.77 0.19 7.03 07-2019 07-2024
7.03 7.06 7.17 6.92 0.09 7.04 06-2019 06-2024
7.23 7.06 7.39 6.9 0.18 7.14 05-2019 05-2024
7.15 7.16 7.23 7.08 0.05 7.15 04-2019 04-2024
7.3 7.16 7.45 7.01 0.16 7.23 03-2019 03-2024
7.33 7.3 7.45 7.18 0.1 7.32 02-2019 02-2024

Rolling return for 7 year

Average return: 7.27%
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.45 7.4 7.45 7.4 0.02 7.43 01-2018 01-2025
7.42 7.44 7.48 7.38 0.04 7.43 12-2017 12-2024
7.33 7.37 7.41 7.3 0.04 7.35 11-2017 11-2024
7.3 7.32 7.39 7.23 0.06 7.31 10-2017 10-2024
7.2 7.32 7.34 7.18 0.07 7.26 09-2017 09-2024
7.21 7.21 7.31 7.11 0.07 7.21 08-2017 08-2024
7.21 7.21 7.35 7.06 0.1 7.21 07-2017 07-2024
7.19 7.18 7.3 7.08 0.08 7.19 06-2017 06-2024
7.2 7.22 7.32 7.1 0.08 7.21 05-2017 05-2024
7.21 7.2 7.27 7.14 0.05 7.2 04-2017 04-2024
7.22 7.21 7.33 7.11 0.08 7.22 03-2017 03-2024
7.18 7.16 7.26 7.07 0.07 7.17 02-2017 02-2024

Rolling return for 10 year

Average return: 7.91%
Min Max Min-Max Max-Min Standard Deviation Mean From To
7.8 7.7 7.8 7.7 0.05 7.75 01-2015 01-2025
7.83 7.81 7.86 7.77 0.03 7.82 12-2014 12-2024
7.85 7.82 7.91 7.77 0.05 7.84 11-2014 11-2024
7.94 7.86 8 7.8 0.08 7.9 10-2014 10-2024
7.94 7.94 8.03 7.85 0.06 7.94 09-2014 09-2024
7.95 7.95 8.02 7.87 0.05 7.95 08-2014 08-2024
7.9 7.93 8 7.83 0.06 7.91 07-2014 07-2024
7.9 7.9 7.97 7.82 0.05 7.9 06-2014 06-2024
7.95 7.92 8.03 7.83 0.07 7.93 05-2014 05-2024
7.99 7.94 8.03 7.9 0.05 7.96 04-2014 04-2024
8.05 7.99 8.13 7.91 0.08 8.02 03-2014 03-2024
8.05 8.05 8.11 7.99 0.04 8.05 02-2014 02-2024