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  • Kotak Mutual Fund
  • Kotak Corporate Bond Standard Plan (Growth)

Formerly Kotak Corporate Bond Std Gr

Kotak Mutual Fund

Kotak Corporate Bond Standard Plan (Growth)

DebtCorporate Bond

3374.8312

NAV (Feb 27)

5.4%
3 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in corporate bond mutual funds.

Corporate bond funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.

Corporate Bond Funds are mandated to invest a minimum of 80% of total assets in Corporate Bonds of the highest ratings.The category is one of the largest categories within the Debt Segment(9 % of total debt funds assets).We assess the credit quality of funds in this category as relatively poor.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Rolling Returns

Satisfactory

The performance of the fund on a Rolling Returns metric has been Satisfactory

Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

3374.8312

NAV (Feb 27)

Fund Returns

Last 1Y
7.7%
Last 3Y
5.4%
Last 5Y
6.7%
Last 10Y
7.9%
Since Inception
7.7%
6 Month CAGR
3.6%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate income by investing in debt /and money market securities across the yield curve and predominantly in AA+ and above rated corporate securities. The scheme would also seek to maintain reasonable liquidity within the fund.There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Expense Ratio
0.66
Launched (17y ago)
Sep 21, 2007
AUM in Crores
10990.890
ISIN
INF178L01BO1
Lock-in
No Lock-in
Benchmark
CRISIL Corporate Bond B-II TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
1.1
Standard Deviation (5yr)
1.4
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
-0.198
Sharpe Ratio (5yr)
1.017
YTM
7.91
Fund Managers

Manu Sharma

Fund Manager

Palha Khanna

Fund Manager

Deepak Agrawal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Corporate Bond Standard Plan (Growth)70%8,61,233 1,28,6216.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-27

Top Debt Holdings

7.18% govt stock 2033

13.4%
13.4%

8.25% govt stock 2033

7.9%
7.9%

power finance corporation ltd.

4.3%
4.3%

national bank for agriculture and rural development

4%
4%

jamnagar utilities & power private limited

3.5%
3.5%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 45,939 cr

₹ 16,101 cr

₹ 13,073 cr

₹ 12,851 cr

₹ 10,720 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 380,289 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
022-66384444
fundaccops@kotakmutual.com
Fund NameScripbox Opinion
Till Date CAGR

8.8%

7.2%

16%

14%

-

4.9%

8.8%

7.2%

8.8%

7.2%

Kotak Corporate Bond Standard Plan (G) Review

Kotak Corporate Bond Standard Plan (G) is a Corporate Bond Debt fund and has delivered an annualised return of 7.7% over a period of 16 years. The fund was previously known as Kotak Corporate Bond Std Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Deepak Agrawal, Manu Sharma, Palha Khanna.

Nav of Kotak Corporate Bond Standard Plan (G) as of 2/27/2024 is ₹3374.83 with the total AUM as of 2/29/2024 is ₹10990.89. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Corporate Bond Standard Plan (G) was launched on Sep 21, 2007. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Kotak Corporate Bond Standard Plan (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Kotak Corporate Bond Standard Plan (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Corporate Bond B-II TR INR.

Kotak Corporate Bond Standard Plan (G) is rated as a 3 fund in Debt and delivered 7.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Corporate Bond Standard Plan (G).

Frequently Asked Questions

What is Kotak Corporate Bond Standard Plan (G)?

Kotak Corporate Bond Standard Plan (G) is a Corporate Bond Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Kotak Corporate Bond Standard Plan (G)?

You can invest in Kotak Corporate Bond Standard Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Kotak Corporate Bond Standard Plan (G)?

The minimum sip amount for Kotak Corporate Bond Standard Plan (G) is ₹1000. You can invest in multiples of ₹5000.

Is Kotak Corporate Bond Standard Plan (G) good to invest in?

As per Scripbox experts, Kotak Corporate Bond Standard Plan (G) is a Neutral fund. You can investKotak Corporate Bond Standard Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Kotak Corporate Bond Standard Plan (G)?

The expense ratio of the Kotak Corporate Bond Standard Plan (G) is 0.66% for regular plan.