Corporate Bondregulargrowth
Kotak Corporate Bond Fund- Regular Plan-Growth Option
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.03%
1 Month-0.41%
3 Months+0.37%
6 Months+1.75%
1 Year+5.70%
3 Years (CAGR)+7.24%
5 Years (CAGR)+6.09%
10 Years (CAGR)+7.13%
Since Inception (Feb 2015)+7.21%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+4.00%
3 Year SIP+6.70%
5 Year SIP+6.55%
Since Inception (Feb 2015)+6.83%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryCorporate Bond
Plan Typeregular
Optiongrowth
AUM₹17,275 Cr
Expense Ratio0.70%
Min SIP₹100
Min Lumpsum₹100
Launch Date02 Feb 2015
AMFI Code133782
Risk Metrics
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Sharpe Ratio
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Alpha
—
Beta
—
Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Kotak Corporate Bond Fund- Regular Plan-Growth Option by Kotak Mahindra Mutual Fund is a Corporate Bond fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Corporate Bond category.
About This Fund
Kotak Corporate Bond Fund- Regular Plan-Growth Option is a Corporate Bond mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 11 years. It manages assets worth ₹17,275 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.70%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations