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Kotak Corporate Bond Fund- Regular Plan-Growth Option

Kotak · Corporate Bond
Moderate
₹3990.37
Current NAV
23 Oct 2026
3.4%
1Y Return
6.8%
3Y CAGR
5.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.95).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.95).
  • Very large asset base (AUM: ₹16,500 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.95
Sharpe Ratio
0.95
Beta
3.95
Alpha
2.63
Sortino
Fund Details
Fund House Kotak
Category Corporate Bond
AUM ₹16500 Cr
Expense Ratio 1.75%
Min SIP ₹500
Min Lumpsum ₹1000
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