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    • Kotak Corporate Bond Standard Plan (Growth)

    Formerly Kotak Corporate Bond Std Gr

    Kotak Mutual Fund

    Kotak Corporate Bond Standard Plan (Growth)

    DebtCorporate Bond

    Top Ranked

    2987.4533

    NAV (Sep 23)

    8.4%
    3 Year CAGR
    Scripbox Opinion

    Top Ranked

    These are the top-ranked funds within corporate bond mutual funds.However, Scripbox does not recommend investing in corporate bond mutual funds.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 ->

    Track Record

    14 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    10,566 Cr. Large within the category

    Impact of Interest Rate Changes

    Moderate Interest Rate Risk. The impact on fund value is moderate when interest rates change

    Credit Quality Of Fund's Portfolio

    Low Credit Risk. The fund has a high credit quality compared to other debt funds

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      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
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      No Lock-in
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      Expert Investing Only, Car, Down Payment

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    Historical NAV

    2987.4533

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    5.6%
    Last 3Y
    8.4%
    Last 5Y
    7.8%
    Last 10Y
    8.4%
    Since Inception
    8.1%
    6 Month CAGR
    3.4%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Low to Moderate Risk

    Expense Ratio
    0.67
    Launched (14y ago)
    Sep 21, 2007
    AUM in Crores
    10565.373
    ISIN
    INF178L01BO1
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Corp Bond Composite Index TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Deepak Agrawal

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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.

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    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only, Car, Down Payment
      Expert Investing Only, Car, Down Payment
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Debt Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Kotak Savings Fund (G)

    recommended-badge

    ₹ 13,951 cr

    5

    recommended-badge

    ₹ 33,662 cr

    5

    recommended-badge

    ₹ 11,134 cr

    5

    recommended-badge

    ₹ 31,274 cr

    5

    recommended-badge

    ₹ 24,210 cr

    5

    amc-icon

    About the AMC

    Kotak Mahindra Asset Management Co Ltd

    Kotak Mahindra Asset Management Co Ltd manages assets worth 276,483 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 37 equity,164 debt and 26 hybrid funds.

    amc-img

  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    recommended-badge

    6.1%

    7.5%

    recommended-badge

    19.1%

    %

    top-ranked-badge

    4.8%

    5.5%

    top-ranked-badge

    5.2%

    6.1%

    top-ranked-badge

    18.6%

    %

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Kotak Corporate Bond Standard Plan (G)

    About Kotak Corporate Bond Standard Plan (G)

    Kotak Corporate Bond Standard Plan (G) is a Corporate Bond Debt fund and has delivered an annualised return of 8.1% over a period of 14 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 manager’s name is Deepak Agrawal

    Kotak Corporate Bond Standard Plan (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Kotak Corporate Bond Standard Plan (G) NAV,AUM,Risk

    The Kotak Corporate Bond Standard Plan (G) fund was launched on Sep 21, 2007. The NAV (Net Asset Value) of this Corporate Bond Debt fund as of 2021-09-23 is ₹2987.45. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹10565.373. The category risk of the Kotak Corporate Bond Standard Plan (G) fund is Low to Moderate Risk. The fund charges 0.67 % as expense ratio.

    Kotak Corporate Bond Standard Plan (G) Holdings

    The fund’s highest allocation is towards Debt and has invested 93.1% in this asset class. The top three holdings of the fund are , 7.59% govt stock 2026 , govt stock , national bank for agriculture and rural development , power finance corporation ltd. , bajaj finance limited , rural electrification corporation limited , food corporation of india , net current assets/(liabilities) , axis bank limited , nabha power limited , national bank for agriculture and rural development , bajaj housing finance limited , sikka ports & terminals limited , lic housing finance limited , state bank of india , hdb financial services limited , hdb financial services limited , power finance corporation limited , 7.52% tn sdl 2027 , rec limited , grasim industries limited , tata capital financial services limited , nabha power limited , 06.69 mp sdl 2025 , state bank of india , triparty repo , hdb financial services limited , power finance corporation ltd. , nabha power limited , tata capital financial services limited , 7.59% gj sdl 2027 , 06.97 ka sdl 2028 , embassy office parks reit , national bank for agriculture and rural development , kotak mahindra prime limited , mindspace business parks reit , bajaj housing finance limited , hdb financial services limited , 5.63% govt stock 2026 , goi floating rate bond 2024 , national bank for agriculture and rural development , lic housing finance limited , mangalore refinery & petrochemicals ltd. , power finance corporation limited , larsen and toubro limited , power finance corporation ltd. , lic housing finance limited , rural electrification corporation limited , hdb financial services limited , mahindra & mahindra financial services limited , nabha power limited , indian railway finance corporation limited , lic housing finance limited , embassy office parks reit , rec limited , indian railway finance corporation limited , icici bank limited , bajaj finance limited , reliance industries limited , lic housing finance limited , aditya birla finance limited , mahindra & mahindra financial services limited , housing development finance corporation limited , national bank for agriculture and rural development , aditya birla finance limited , national bank for agriculture and rural development , sundaram finance limited , power finance corporation limited , lic housing finance limited , reliance ports and terminals limited , 06.48 ka sdl 2030 , jamnagar utilities & power private limited , hdb financial services limited , 7.62% tn sdl 2027 , grasim industries limited , 8.15% goi fci sb 2022 , 7.86% ka sdl 2027 , indian railway finance corporation limited , lic housing finance limited , national bank for agriculture and rural development , lic housing finance limited , lic housing finance limited , lic housing finance limited , ntpc limited , sikka ports & terminals limited , jamnagar utilities & power private limited , rural electrification corporation limited , housing development finance corporation limited , power finance corporation limited , 7.18% tn sdl 2027 , housing development finance corporation limited , kotak mahindra bank limited , mahindra & mahindra financial services limited , small industries development bank of india

    Kotak Corporate Bond Standard Plan (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Kotak Corporate Bond Standard Plan (G) Investment volatility and Horizon

    This fund 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 Corp Bond Composite Index TR INR.

    Kotak Corporate Bond Standard Plan (G) Review

    Kotak Corporate Bond Standard Plan (G) has a score of 4 on a scale of 5. The fund has a score of 4 out of 5 based on historical performance. As compared to the other funds in its category, Kotak Corporate Bond Standard Plan (G) has a score of 4out of 5 The credit risk of the fund is 4 out of 5 as compared to other debt funds.

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