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DebtLong Duration FundDirect · Growth

Kotak Long Duration Fund - Direct Plan - Growth

Kotak Mahindra · Scheme 152491

₹11.33▼ 0.10%NAV · 2026-09-18
50
Average FundScore
Start SIP
AUM
₹68 cr
Expense ratio
0.31%
3Y CAGR
—
Risk level
Moderate
Min SIP
₹100
Benchmark
CRISIL Long Duration Debt Index
Fund manager: Abhishek BisenExit load: Nil
Average · 50/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 Suited to short-to-medium horizons and investors wanting stability over growth.

📈 Why it could do well

  • ✓Protects capital well — worst-ever fall was only 6%.
  • ✓Low volatility (4% a year) — a steady, low-drama ride.
  • ✓Low cost — 0.31% expense ratio means more of the return stays with you.
  • ✓Max drawdown: -6%

📉 What could drag it down

  • •Weak risk-adjusted returns (Sharpe -0.25) — took on risk without enough payoff.
  • •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • •1Y return: +4.0%
  • •Sharpe ratio: -0.25

FundScore breakdown

50/100 · Average
How it works →
16
Returns
Weak
50
Consistency
Average
25
Risk-adjusted
Weak
100
Downside protection
Excellent
80
Cost efficiency
Strong
50
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.