Kotak Ultra Short to Short Term Fund (Regular)
Kotak Mahindra Mutual Fund · benchmark: the median Ultra Short to Short Term fund · 11.8 years old · AMFI code 133805
Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).
C (bottom 30%), score 27.5 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 2.6% | 2.8% | -0.3% | 23 / 24 |
| 1 year | 5.0% | 5.4% | -0.4% | 20 / 23 |
| 3 years (a year) | 6.5% | 6.7% | -0.1% | 16 / 20 |
| 5 years (a year) | 5.9% | 6.1% | -0.1% | 15 / 17 |
Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Similar funds
- Mahindra Manulife Ultra Short to Short Term Fund C
- Sundaram Ultra Short to Short Term Fund (Formerly Known as Sundaram Low Duration Fund) C
- Baroda BNP Paribas Ultra Short To Short Term Fund C
- Aditya Birla Sun Life Ultra short to short term Fund C
- Mirae Asset Ultra Short to Short Term Fund B
- SBI Ultra Short to Short Term Fund B
Common questions
What is the NAV of Kotak Ultra Short to Short Term Fund (Regular plan)?
₹3,592.06 on 6 Nov 2026 (Growth option).
What is the expense ratio of Kotak Ultra Short to Short Term Fund (Regular)?
1.18% a year; the Direct plan's is 0.41%.
What return has Kotak Ultra Short to Short Term Fund given over 3 years?
6.5% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.7% for the median Ultra Short to Short Term fund.
How is Kotak Ultra Short to Short Term Fund rated?
C: 18 of 20 Regular plans in Ultra Short to Short Term, on its track record. This describes the past and is not a recommendation.
Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Kotak Mahindra Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.