Kotak Corporate Bond Fund- Regular Plan-Monthly Dividend 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 (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 14,638.79 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
1215.5067
1.47 (0.1212%)
8.32%
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
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 | 7.31 |
| Average Maturity | 4.44 |
PEER COMPARISON
Scheme Characteristics
Minimum investment in corporate bonds - 80% of total assets (only in highest rated instruments).
Riskometer
PORTFOLIO
Market Cap Distribution
Others
100.0%
