- Mutual Funds
- Kotak Mutual Fund
- Kotak Corporate Bond Standard Plan (Growth)
Formerly Kotak Corporate Bond Std Gr
Kotak Corporate Bond Standard Plan (Growth)
₹ 3274.6393
NAV (Sep 29)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 3274.6393
NAV (Sep 29)
Fund Returns
Last 1Y | 6.9% |
Last 3Y | 5% |
Last 5Y | 6.9% |
Last 10Y | 7.6% |
Since Inception | 7.7% |
6 Month CAGR | 3.7% |
Scheme Information
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 | 0.67 |
Launched (16y ago) | Sep 21, 2007 |
AUM in Crores | 10760.003 |
ISIN | INF178L01BO1 |
Lock-in | No Lock-in |
Benchmark | CRISIL Corporate Bond B-II TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 1.2 |
Standard Deviation (5yr) | 1.5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.206 |
Sharpe Ratio (5yr) | 1.129 |
YTM | 7.68 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Corporate Bond Standard Plan (Growth) | 8,65,512 | 1,32,900 | 6.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
8.51% govt stock 2033
9.5%power finance corporation ltd.
4.6%7.17% govt stock 2030
4.1%jamnagar utilities & power private limited
3.7%net current assets/(liabilities)
3.7%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 44,468 cr | ||
₹ 18,357 cr | ||
₹ 10,408 cr | ||
₹ 14,357 cr | ||
₹ 9,121 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
3.1% | 6.9% | ||
- | 7.8% | ||
- | 4.1% | ||
3.1% | 6.9% | ||
3.1% | 6.9% |
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, Vihag Mishra.
Nav of Kotak Corporate Bond Standard Plan (G) as of 9/29/2023 is ₹3274.64 with the total AUM as of 10/1/2023 is ₹10760.003. 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 6.9% 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)?
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 0.67% for regular plan.