Kotak Low Duration Fund
Direct · Growth ₹3874.16
18 Jun 2026
NAV
7.9%
3Y CAGR
7.8%
5Y CAGR
7.8%
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.
7.87
Sharpe
-1.5%
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.
NA
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% | 2.4% | 11.6% |
| 3 Years | ₹36.00 L | ₹40.43 L | 7.8% | 4.8% | 10.3% |
| 5 Years | ₹60.00 L | ₹71.78 L | 7.6% | 6.1% | 9.2% |
| 7 Years | ₹84.00 L | ₹1.07 Cr | 7.4% | 6.6% | 9.2% |
| 10 Years | ₹1.20 Cr | ₹1.73 Cr | 7.3% | 7.0% | 7.4% |
| 12 Years | ₹1.44 Cr | ₹2.29 Cr | 7.5% | 7.2% | 7.6% |
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% | 7.2% |
| 3 Years | 7.8% | 7.1% |
| 5 Years | 7.6% | 6.7% |
| 7 Years | 7.4% | 6.6% |
| 10 Years | 7.3% | 6.6% |
| 12 Years | 7.5% | 6.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.0% | 8.1% | 3.4% | 11.0% | 0.83 | 1.85 | 100% | — | — |
| 3 Years | 7.9% | 8.2% | 5.4% | 10.2% | 1.03 | 4.20 | 100% | — | — |
| 5 Years | 7.8% | 7.4% | 6.5% | 9.3% | 1.22 | 244.67 | 100% | — | — |
| 10 Years | 7.8% | 7.9% | 7.4% | 8.1% | 7.87 | — | 100% | — | — |
-1.5%
Max Drawdown
1 mo
Drawdown Duration
0 mo
Recovery Time
-0.0%
Avg Drawdown
Calmar Ratio by Duration
5.31
1Y
5.25
3Y
5.17
5Y
5.21
7Y
5.21
10Y
5.31
12Y