Kotak Credit Risk Fund - Growth
(Erstwhile Kotak Income Opportunities Fund - Growth)
Fund House: Kotak Mahindra Mutual Fund| Category: Debt: Credit Risk |
| Launch Date: 01-05-2010 |
| Asset Class: Fixed Income |
| Benchmark: CRISIL Credit Risk Debt B-II Index |
| TER: 1.71% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 728.07 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - | Exit Load: Exit load for units in excess of 6% of the investment |
28.4926
0.04 (0.1579%)
7.29%
Benchmark: 7.37%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
8 Years 8 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims to maximise returns through an active management of a portfolio of debt and money market securities.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 1.99 |
| Sharpe Ratio | -0.38 |
| Alpha | 4.48 |
| Beta | 2.61 |
| Yield to Maturity | 8.77 |
| Average Maturity | 2.97 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Kotak Credit Risk Fund - Growth | 01-05-2010 | 6.39 | 7.38 | 5.08 | 5.57 | 6.73 |
| Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | 05-04-2015 | 15.53 | 11.35 | 10.12 | 9.12 | - |
| Invesco India Credit Risk Fund - Regular Plan - Growth | 04-09-2014 | 9.08 | 10.63 | 8.04 | 6.82 | 5.89 |
| Nippon India Credit Risk Fund - Growth Plan | 01-06-2005 | 8.25 | 8.32 | 6.92 | 8.36 | 6.0 |
| Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option | 23-01-2015 | 8.01 | 7.82 | 6.82 | 8.94 | 7.79 |
| SBI Credit Risk Fund - Regular Plan - Growth | 01-07-2004 | 7.83 | 8.35 | 7.07 | 7.02 | 7.4 |
| UTI Credit Risk Fund - Regular Plan - Growth Option | 10-11-2012 | 7.75 | 7.43 | 6.36 | 7.33 | 3.01 |
| Axis Credit Risk Fund - Regular Plan - Growth | 15-07-2014 | 7.71 | 7.57 | 6.54 | 6.61 | 6.77 |
| ICICI Prudential Credit Risk Fund - Growth | 05-12-2010 | 7.67 | 8.21 | 7.06 | 7.34 | 7.75 |
| HDFC Credit Risk Debt Fund - Growth Option | 05-03-2014 | 7.53 | 7.63 | 6.41 | 7.19 | 7.63 |
Scheme Characteristics
Minimum investment in corporate bonds - 65% of total assets (investment in below highest rated instruments).
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
