Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund
Ultra Short DurationRank #5
Not Rated
NAV (2026-07-14)
₹10.93
AUM
₹341.2 Cr
RISK LEVEL
Low To Moderate
Returns & Performance
1 Year6.32%0.44% vs cat avgRank #4
3 Year----
5 Year----
Since Launch6.79%--
Fund vs Category Average
1Y
6.32%+0.44%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔No lock-in period
✔Top-5 ranked in category for 1Y (#4)
✔Overall top-10 rank in category (#5)
Cons
✖3Y returns below category average
ISININF174KA1VN1
NAV₹10.93
NAV Date2026-07-14
AUM₹341.2 Cr
RiskLow To Moderate
RatingNot Rated / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-08-05
INVESTMENT OBJECTIVE
The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of CRISIL IBX Financial Services 3-6 Months Debt Index that seeks to track the performance of Commercial Papers (CPs), Certificates of Deposit (CDs) & corporate bond securities maturing within 3 to 6 months from the date of inclusion in the index.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Manu Sharma
Mr. Sharma has done M.Com and CA.
He has over 17 years of experience in fields of Fixed Income Fund Management, Operations, Finance Audit and Taxation.
