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Fund Family
Category
Scheme
Kotak Ultra Short to Short Term Fund - Direct (IDCW-W)
Summary Info
Fund Name : Kotak Mahindra Mutual Fund
Scheme Name : Kotak Ultra Short to Short Term Fund - Direct (IDCW-W)
AMC : Kotak Mahindra Mutual Fund
Type : Open
Category : Ultra Short Term Funds
Launch Date : 11-May-26
Fund Manager : Deepak Agrawal
Net Assets:(Rs in cr) 12891.29
NAV Graph
NAV Details
NAV Date : 28-Aug-26
NAV [Rs] : 1054.40
Buy/Repurchase Price [Rs] : 0.00
Sell/Resale Price [Rs] : 0.00
Entry Load % : Nil
Exit Load % : Nil W.E.F.: March 02, 2012.
Latest Payouts
  Dividends Bonus
Ratio NA NA
Record Date NA NA
Investment Details
Tax Benefits : Section NA
Min. Investment (Rs) : 100
Increm.Investment (Rs) : 100
Performance(%)
  1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since INC
Scheme Return 1.82 4.19 5.65 NA NA NA NA 5.46
Category Avg 0.10 0.41 2.09 3.08 6.05 7.04 6.30 6.61
Category Best 1.82 4.19 18.94 20.60 24.09 12.66 9.86 11.02
Category Worst -0.66 -0.50 -5.23 -4.04 -1.56 -5.21 -0.76 -12.58
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
  Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
  0.3285 0.3987 2.0984 -3.9768 0.5021
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Asset Allocation
Holdings 15-Aug-26
Company Name % Hold
Bharti Telecom 5.71
Bajaj Housing 5.54
N A B A R D 4.94
Godrej Seeds & G 3.27
Vedanta 3.12
REC Ltd 3.10
Embassy Off.REIT 2.89
Bajaj Finance 2.33
Tata Capital 1.57
Aditya Birla Hsg 1.56
Power Fin.Corpn. 1.56
Adani Power 1.47
RJ Corp 1.18
Nexus Select 0.78
Kotak Mahindra P 0.78
Hinduja Ley.Fin. 0.78
Can Fin Homes 0.78
Piramal Finance. 0.78
Poonawalla Fin 0.77
DLF Cyber City 0.77
Goldman.Ind.Fin. 0.39
Tata Cap.Hsg. 0.39
PNB Housing 0.39
LIC Housing Fin. 0.39
M & M Fin. Serv. 0.20
Mindspace Busine 0.19
Nomura Capital 0.16
Aadhar Hsg. Fin. 0.08
Nirma 0.08
Jamnagar Utiliti 0.02
Aditya Birla Cap 0.01
JTPM Metal Trade 3.35
Karnataka 2031 3.90
Karnataka 2031 1.57
Tamil Nadu 2029 6.92 1.56
Karnataka 2032 1.54
Tamil Nadu 2033 1.42
MADHYA PRADESH 2027 0.79
Tamil Nadu 2029 7.03 0.78
Tamil Nadu 2029 0.02
GSEC2033 0.01
TREPS 6.97
Radhakrishna Securitisation Trust 1.59
Liquid Gold Series 0.95
INDIA UNIVERSAL TRUST AL1 - SERIES-A2 0.89
DHRUVA TRUST (SERIES A1) 0.39
India Universal Trust AL2 - Series-A2 0.34
Sansar Trust 0.34
Sansar Trust A1 0.14
India Universal Trust AL2 - Series A1 0.03
S I D B I 1.10
Sundaram Finance 0.76
Net CA & Others 1.46
Muthoot Finance 0.77
Punjab Natl.Bank 8.99
Canara Bank 3.38
Bank of Baroda 3.01
S I D B I 1.88
Union Bank (I) 1.87
N A B A R D 1.31
HDFC Bank 1.31
Federal Bank 0.73
Axis Bank 0.53
SBI Alternative Investment Fund 0.34
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