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Kotak Credit Risk Fund - Direct Plan - Standard Income Distribution cum capital withdrawal option

Kotak · Corporate Bond
Moderate
₹26.80
Current NAV
25 Jun 2026
15.1%
1Y Return
20.1%
3Y CAGR
16.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.91%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.61).
  • Very large asset base (AUM: ₹22,160 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
1.61
Sharpe Ratio
1.51
Beta
-1.89
Alpha
2.11
Sortino
Fund Details
Fund House Kotak
Category Corporate Bond
AUM ₹22160 Cr
Expense Ratio 0.91%
Min SIP ₹500
Min Lumpsum ₹1000
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