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Kotak Credit Risk Fund - Growth

Kotak · Corporate Bond
Moderate
₹31.43
Current NAV
25 Jun 2026
30.1%
1Y Return
17.1%
3Y CAGR
20.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.31).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.81).
Cons / Risks
  • Higher expense ratio (2.21%) 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
1.31
Sharpe Ratio
0.61
Beta
6.81
Alpha
1.72
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Fund Details
Fund House Kotak
Category Corporate Bond
AUM ₹4860 Cr
Expense Ratio 2.21%
Min SIP ₹500
Min Lumpsum ₹1000
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