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Kotak Bond Short Term Plan-(Payout of Income Distribution cum capital withdrawal option) - Direct
Short Duration · Debt
Kotak Bond Short Term Plan-(Payout of Income Distribution cum capital withdrawal option) - Direct
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.92
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.78
Downside-only Sharpe
Max Drawdown
-4.4%
Peak-to-trough · full history
Vol (3Y)
2.8%
Annualised σ of daily returns
Positive Days
74%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.92). Its worst peak-to-trough drop over the full history was 4.4% (small drawdowns) between 2013-05-13 and 2013-08-19. About 74% of trading days closed up. Profile: smooth NAV path.
YTD
+0.0%
Calendar YTD
1 Year
+0.0%
Trailing 12 mo
3 Year
+0.0%
CAGR
5 Year
+0.0%
CAGR
10 Year
+3.1%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 1380 windows
- Best window CAGR
- +9.15%
- Median CAGR
- +2.44%
- Avg CAGR
- +3.76%
- Worst window CAGR
- -0.20%
- Positive windows
- 99.4%
5-Year Rolling Windows
- Sample size
- 898 windows
- Best window CAGR
- +6.36%
- Median CAGR
- +3.53%
- Avg CAGR
- +3.60%
- Worst window CAGR
- +0.58%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Short Duration
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Franklin India Short Term Income Plan - Direct - Growth
Franklin Templeton Mutual Fund
|
+0.0% | +42.9% | +28.2% | — |
|
ICICI Prudential Short Term Fund
ICICI Prudential Mutual Fund
|
+6.2% | +7.8% | +7.1% | — |
|
Aditya Birla Sun Life Short Term Fund
Aditya Birla Sun Life Mutual Fund
|
+5.9% | +7.6% | +6.8% | — |
|
Sundaram Short Term Fund (Formerly Known as Sundaram Short Duration Fund)
Sundaram Mutual Fund
|
+5.6% | +7.4% | — | — |
|
DSP Short Term Fund
DSP Mutual Fund
|
+5.3% | +7.2% | +6.2% | — |
|
PGIM India Short Duration Fund
PGIM India Mutual Fund
|
+0.0% | +0.0% | +1.9% | — |
|
Kotak Bond Short Term Plan-(Payout of Income Distribution cum capital withdrawal option) - Direct (this fund)
Kotak Mahindra Mutual Fund
|
+0.0% | +0.0% | +0.0% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.