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Kotak Corporate Bond Fund- Standard Plan-Daily Dividend Option

Kotak · Corporate Bond
Moderate
₹1052.80
Current NAV
21 Oct 2016
-0.4%
1Y Return
23.2%
3Y CAGR
15.2%
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: 1.92).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.92).
  • Very large asset base (AUM: ₹24,470 Cr) indicating high investor trust and liquidity.
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
1.92
Sharpe Ratio
1.52
Beta
6.92
Alpha
2.53
Sortino
Fund Details
Fund House Kotak
Category Corporate Bond
AUM ₹24470 Cr
Expense Ratio 1.52%
Min SIP ₹500
Min Lumpsum ₹1000
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