Kotak Bond Short Term Plan
Direct · Growth ₹61.33
18 Aug 2026
NAV
7.9%
3Y CAGR
7.8%
5Y CAGR
7.9%
10Y CAGR
7.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.61
Sharpe
-3.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.39%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.44 L | 8.0% | 0.5% | 14.5% |
| 3 Years | ₹36.00 L | ₹40.30 L | 7.9% | 4.5% | 11.1% |
| 5 Years | ₹60.00 L | ₹72.22 L | 7.6% | 6.1% | 9.8% |
| 7 Years | ₹84.00 L | ₹1.08 Cr | 7.6% | 6.6% | 9.6% |
| 10 Years | ₹1.20 Cr | ₹1.74 Cr | 7.4% | 7.0% | 7.7% |
| 12 Years | ₹1.44 Cr | ₹2.30 Cr | 7.6% | 7.2% | 7.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 8.0% | 88.6% |
| 3 Years | 7.9% | 9.0% |
| 5 Years | 7.6% | 7.8% |
| 7 Years | 7.6% | 7.6% |
| 10 Years | 7.4% | 7.4% |
| 12 Years | 7.6% | 8.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.0% | 8.3% | 2.4% | 12.1% | 0.65 | 1.49 | 100% | — | — |
| 3 Years | 7.9% | 8.1% | 4.9% | 10.8% | 1.04 | 3.77 | 100% | — | — |
| 5 Years | 7.8% | 7.6% | 6.3% | 9.3% | 1.45 | 53.53 | 100% | — | — |
| 10 Years | 7.9% | 7.9% | 7.4% | 8.3% | 7.61 | — | 100% | — | — |
-3.1%
Max Drawdown
2 mo
Drawdown Duration
2 mo
Recovery Time
-0.1%
Avg Drawdown
Calmar Ratio by Duration
2.63
1Y
2.60
3Y
2.55
5Y
2.60
7Y
2.57
10Y
2.63
12Y