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Kotak Mahindra Mutual FundGiltDirect plan, growth

Kotak Gilt Fund

NAV
₹114.00
11 Sept 2026
AUM (₹ Cr)
2,349
Average, April - June 2026
Expense ratio
0.48%
Regular 1.48%
Risk
SEBI riskometer
3Y CAGR
5.9%-0.5%
Category 6.4%
5Y CAGR
5.5%-0.2%
Category 5.7%
Loading NAV history…
Kotak Gilt Fund

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
Fund-1.0%+1.6%+2.3%+2.3%+3.6%+5.9%+5.5%+6.9%+7.7%
Benchmark
Gilt average-1.0%1.4%2.2%2.5%3.9%6.4%5.7%6.8%8.9%
Difference

Portfolio

Fund details

Fund house
Kotak Mahindra Mutual Fund
Category
Debt · Gilt
Benchmark
Launch date
2 Apr 2006 (20.4 years)
Structure
Open Ended
Plans and options
Direct Growth, Direct Growth, Regular Growth, Regular Growth
Fund manager
Abhishek Bisen
Minimum SIP
₹100
Minimum lumpsum
₹100 (then ₹100)
Exit load
None
Lock-in
None
Expense ratio as of
7 Sept 2026
AUM period
April - June 2026
ISIN, Direct Growth (119757)
INF174K01KM7
ISIN, Direct Growth (119759)
INF174K01KE4
ISIN, Regular Growth (100281)
INF174K01FL9
ISIN, Regular Growth (100265)
INF174K01FI5
Scheme code
119757, 119759, 100281, 100265

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

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