Kotak Corporate Bond Fund- Regular Plan-Growth Option

Fund House: Kotak Mahindra Mutual Fund
Category: Debt: Corporate Bond
Launch Date: 21-09-2007
Asset Class: Fixed Income
Benchmark: Nifty Corporate Bond Index A-II
TER: 0.67% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 14,223.39 Cr As on 31-01-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

3650.4015

7.29%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 4 Months
7 Years 4 Months
7 Years 4 Months
7 Years 4 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate income largely through a focus on investments in corporate debt securities.

Current Asset Allocation (%)

Indicators

Standard Deviation 1.0
Sharpe Ratio -0.01
Alpha 0.01
Beta 0.48
Yield to Maturity 7.41
Average Maturity 4.19

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Kotak Corporate Bond Fund- Regular Plan-Growth Option 21-09-2007 7.83 7.82 6.55 6.31 7.3
Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan 03-03-1997 7.98 8.04 6.89 6.9 7.72
HDFC Corporate Bond Fund - Growth Option 01-06-2010 7.88 8.04 6.58 6.58 7.62
Nippon India Corporate Bond Fund - Growth Plan - Growth Option 14-09-2000 7.82 8.01 6.8 6.61 7.27
ICICI Prudential Corporate Bond Fund - Growth 12-06-2009 7.76 7.88 7.07 6.75 7.53
BARODA BNP PARIBAS CORPORATE BOND FUND - Regular Plan - GROWTH OPTION 08-11-2008 7.7 7.82 5.95 5.53 5.87
Tata Corporate Bond Fund-Regular Plan-Growth 29-11-2021 7.63 7.62 6.05 - -
Invesco India Corporate Bond Fund - Growth 02-08-2007 7.6 7.61 6.12 6.04 6.51
Axis Corporate Bond Fund - Regular Plan Growth 01-07-2017 7.59 7.65 6.41 6.45 -
BANDHAN Corporate Bond Fund - Regular Growth 04-01-2016 7.55 7.38 5.94 6.25 -

Scheme Characteristics

Minimum investment in corporate bonds - 80% of total assets (only in highest rated instruments).

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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