TickerKhojKotak Mahindra Mutual Fund · Debt · Short Term · Regular plan
Kotak Short Term Fund - Regular Plan - Growth
₹55.2011NAV on 2 Nov 2026Expense ratio 1.12%
29 Oct 2025NAV low 53.21 · high 55.33+3.6%
In plain words
Over 3 years it returned +6.4% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -0.5%.
On 3-year return it ranks 10 of 19 funds in Short Term.
A monthly SIP over 10 years ended ₹73,221 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.2% | +1.9% |
| 3 months | +0.1% | -5.1% |
| 6 months | +2.0% | -3.2% |
| 1 year | +3.6% | -10.2% |
| 3 years (yearly) | +6.4% | +7.4% |
| 5 years (yearly) | +5.5% | +6.5% |
| 10 years (yearly) | +6.3% | +11.3% |
| Since start (yearly) | +7.4% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,22,468 | +3.4% |
| 3 years | ₹3,60,000 | ₹3,92,756 | +5.5% |
| 5 years | ₹5,90,000 | ₹6,85,680 | +5.9% |
| 10 years | ₹11,90,000 | ₹16,25,852 | +6.0% |
Other plan of this fund: Kotak Short Term Fund - Direct Plan - Growth