MonitorDirect · Growth
Kotak Short Term Fund
Kotak Mahindra Mutual FundIncome/Debt Oriented Schemes - Short Term Fund13.7 years
- NAV
- 61.303
- 15 Sept 2026
- 1Y
- +5.7%
- Trailing CAGR
- AUM
- ₹14,436.48 Cr
- 31 Aug 2026
- Volatility
- Low
- 1.8% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+5.7%
- 3Y+7.5%
- 5Y+6.5%
- 10Y+7.3%
- SI+7.9%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+5.5%
- 3Y+6.9%
- 5Y+7.1%
- 10Y+7.1%
- Since inception
- +7.9%
- Calendar-day CAGR
- Excess 1Y
- -0.1%
- Category median, same plan and option
- 3Y win rate
- +85%
- Windows beating the median
- 3Y percentile
- 31
- Vs comparable share classes
- Worst rolling 3Y
- +4.9%
- 2588 daily-ending windows
- Median rolling 3Y
- +8.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2105 daily-ending windows
- SIP 3Y XIRR
- +6.9%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 4 days
- 346 recovered episodes
- Longest recovery
- 109 days
- Trough to prior peak
- Current spell
- 2 days
- Days below latest peak
- Time below peak
- +43%
- NAV observations
19 Jun 2013 – 4 Oct 2013
Trough 19 Aug 2013 · recovered in 46 days
-3.1%
1 Jul 2020 – 19 Oct 2020
Trough 2 Jul 2020 · recovered in 109 days
-2.4%
6 Mar 2020 – 17 Apr 2020
Trough 23 Mar 2020 · recovered in 25 days
-2.2%
5 Apr 2022 – 25 Jul 2022
Trough 6 May 2022 · recovered in 80 days
-1.3%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
31
Vs category
49
Consistency
74
Risk-adjusted
100
Drawdown
92
Mean
69
Portfolio
31 Aug 2026 · 95 holdings · top 10 are 31.2%.
- Top 5
- 17.6%
- Top 10
- 31.2%
- Largest holding
- 4.2%
- Effective holdings
- 56.8
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25C 7.44 BD 24FB28 FVRS1LAC
Financial
4.2%
LIC HOUSING FINANCE LIMITED TR- 353 7.75 LOA 23NV27 FVRS10LAC
Financial
3.4%
POWER FINANCE CORPORATION LTD. SR BS221B 7.59 BD 17JN28 FVRS10LAC
Financial
3.3%
Net Current Assets
Unspecified
2.9%
MINDSPACE BUSINESS PARKS REIT SR NCD16 6.9601 NCD 08DC28 FVRS1LAC
Real Estate
2.8%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 85% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Axis Short Term Fund
Axis Mutual Fund
- 1Y
- +5.9%
- 3Y
- +7.7%
- Vol
- 1.5%
- Max DD
- -2.6%
- Sharpe
- 1.92
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mahindra Manulife Short Term Fund
Mahindra Manulife Mutual Fund
- 1Y
- +5.8%
- 3Y
- +7.7%
- Vol
- 0.9%
- Max DD
- -1.1%
- Sharpe
- 1.51
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Bandhan Short Term Fund
Bandhan Mutual Fund
- 1Y
- +6.4%
- 3Y
- +7.7%
- Vol
- 1.5%
- Max DD
- -2.5%
- Sharpe
- 1.75
- 3Y win
- +38%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Baroda BNP Paribas Short Term Fund (the scheme has 2 segregated portfolios)
Baroda BNP Paribas Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.5%
- Vol
- 1.2%
- Max DD
- -2.1%
- Sharpe
- 2.20
- 3Y win
- +63%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Groww Short Term Fund
Groww Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.5%
- Vol
- 1.0%
- Max DD
- -1.2%
- Sharpe
- 2.20
- 3Y win
- +32%
- Lower volatility
- Shallower drawdown
- Higher trailing returns