DebtMedium to Long Duration FundDirect · Growth
Kotak Bond Fund - Growth - Direct
Kotak Mahindra · Scheme 119735
₹91.39▼ 0.08%NAV · 2026-09-18
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
7.7%
Risk level
Low to Moderate
Min SIP
—
Benchmark
CRISIL Medium to Long Duration Debt Index
Decent · 61/100
A solid option with a few areas worth a closer look.
🎯 Suited to short-to-medium horizons and investors wanting stability over growth.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 10%.
- ✓Low volatility (4% a year) — a steady, low-drama ride.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 1.8%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.36) — took on risk without enough payoff.
- •3Y CAGR: +7.7%
- •5Y CAGR: +6.6%
FundScore breakdown
61/100 · Decent
Returns
Weak
Consistency
Strong
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.