TickerKhojKotak Mahindra Mutual Fund · Debt · Ultra Short to Short Term · Regular plan
Kotak Ultra Short to Short Term Fund - Regular Plan - Growth
₹3,586.8869NAV on 2 Nov 2026Expense ratio 1.18%
3 Nov 2025NAV low 3,418.1 · high 3,586.89+4.9%
In plain words
Over 3 years it returned +6.5% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -0.3%.
On 3-year return it ranks 4 of 20 funds in Ultra Short to Short Term.
A monthly SIP over 10 years ended ₹72,008 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 | +0.1% | +4.6% |
| 3 months | +0.9% | -3.8% |
| 6 months | +2.6% | -1.6% |
| 1 year | +5.0% | -8.1% |
| 3 years (yearly) | +6.5% | +8.0% |
| 5 years (yearly) | +5.9% | +6.5% |
| 10 years (yearly) | +6.4% | +11.7% |
| Since start (yearly) | +6.8% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,23,157 | +4.9% |
| 3 years | ₹3,60,000 | ₹3,94,512 | +6.0% |
| 5 years | ₹6,00,000 | ₹7,02,567 | +6.2% |
| 10 years | ₹12,00,000 | ₹16,46,034 | +6.2% |
Other plan of this fund: Kotak Ultra Short to Short Term Fund - Direct Plan - Growth