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Kotak Corporate Bond Fund- Retail Plan- Monthly Dividend Option

Kotak · Corporate Bond
Moderate
₹1040.05
Current NAV
21 Oct 2016
25.6%
1Y Return
9.6%
3Y CAGR
15.6%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Higher expense ratio (2.16%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.56
Sharpe Ratio
1.36
Beta
-0.44
Alpha
0.65
Sortino
Fund Details
Fund House Kotak
Category Corporate Bond
AUM ₹5110 Cr
Expense Ratio 2.16%
Min SIP ₹500
Min Lumpsum ₹1000
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