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Kotak Corporate Bond Fund- Standard Plan-Weekly Dividend Option

Kotak · Corporate Bond
Moderate
₹1202.99
Current NAV
21 Oct 2016
10.2%
1Y Return
13.2%
3Y CAGR
11.2%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.42).
  • Very large asset base (AUM: ₹23,970 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Corporate Bond mandate.
Cons / Risks
  • Higher expense ratio (1.82%) which can affect compounding over long horizons.
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
0.92
Sharpe Ratio
1.42
Beta
6.42
Alpha
1.12
Sortino
Fund Details
Fund House Kotak
Category Corporate Bond
AUM ₹23970 Cr
Expense Ratio 1.82%
Min SIP ₹500
Min Lumpsum ₹1000
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