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 (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 709.36 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: - | Exit Load: Exit load for units in excess of 6% of the investment |
28.8674
0.02 (0.0551%)
7.33%
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 | 8.57 |
| Average Maturity | 2.98 |
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 | 7.47 | 7.46 | 5.52 | 5.81 | 6.76 |
| Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth | 05-04-2015 | 16.94 | 11.8 | 10.59 | 9.51 | - |
| Invesco India Credit Risk Fund - Regular Plan - Growth | 04-09-2014 | 10.71 | 9.25 | 8.77 | 7.05 | 5.98 |
| HSBC Credit Risk Fund - Regular Growth | 01-01-2013 | 9.51 | 7.92 | 4.93 | 6.23 | 6.28 |
| ICICI Prudential Credit Risk Fund - Growth | 05-12-2010 | 9.28 | 8.29 | 7.51 | 7.52 | 7.81 |
| Nippon India Credit Risk Fund - Growth Plan | 01-06-2005 | 9.23 | 8.43 | 7.5 | 8.43 | 6.07 |
| SBI Credit Risk Fund - Regular Plan - Growth | 01-07-2004 | 9.08 | 7.97 | 7.6 | 7.28 | 7.48 |
| Baroda BNP Paribas Credit Risk Fund -Regular-Growth Option | 23-01-2015 | 8.95 | 8.19 | 7.31 | 9.14 | 7.83 |
| Axis Credit Risk Fund - Regular Plan - Growth | 15-07-2014 | 8.87 | 7.88 | 7.06 | 6.83 | 6.86 |
| HDFC Credit Risk Debt Fund - Growth Option | 05-03-2014 | 8.75 | 7.85 | 6.97 | 7.52 | 7.68 |
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%
