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

Kotak · Corporate Bond
Moderate
₹13.67
Current NAV
25 Jun 2026
26.1%
1Y Return
12.1%
3Y CAGR
16.1%
5Y CAGR
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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
  • 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
0.81
Sharpe Ratio
1.01
Beta
-1.19
Alpha
0.90
Sortino
Fund Details
Fund House Kotak
Category Corporate Bond
AUM ₹9860 Cr
Expense Ratio 1.01%
Min SIP ₹500
Min Lumpsum ₹1000
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