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Kotak Corporate Bond Fund- Regular Plan-Quarterly Dividend Option

Kotak · Corporate Bond
Moderate
₹1066.68
Current NAV
15 Sep 2017
-0.7%
1Y Return
18.6%
3Y CAGR
13.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.46).
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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
1.46
Sharpe Ratio
0.46
Beta
-0.54
Alpha
1.69
Sortino
Fund Details
Fund House Kotak
Category Corporate Bond
AUM ₹9010 Cr
Expense Ratio 1.66%
Min SIP ₹500
Min Lumpsum ₹1000
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