- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Corporate Bond Fund (G)
Kotak Corporate Bond Fund (G)
₹ 3552.1053
NAV (Oct 03)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 3552.1053
NAV (Oct 3)
Fund Returns
Last 1Y | 8.4% |
Last 3Y | 5.9% |
Last 5Y | 6.5% |
Last 10Y | 7.9% |
Since Inception | 7.7% |
6 Month CAGR | 4.5% |
Scheme Information
The scheme seeks to generate income by investing in debt /and money market securities across the yield curve and predominantly in AA+ and above rated corporate securities.
Expense Ratio | 0.67 |
Launched (0y ago) | 0.67 |
AUM in Crores | 13506.5 |
ISIN | INF178L01BO1 |
Lock-in | - |
Benchmark | Nifty Corporate Bond Index A-II |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 1 |
Beta | 0.5 |
Sharpe Ratio | - |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Corporate Bond Fund (G) | 8,56,769 | 1,24,157 | 6.5% | |
| 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
GOI
15.9%GOI
6.2%National Bank For Agriculture & Rural Development
6.1%GOI
3.6%Bajaj Finance Ltd.
3.5%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,457 cr | ||
₹ 9,577 cr | ||
₹ 8,093 cr | ||
₹ 15,209 cr | ||
₹ 4,566 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.68% | 15.189% | ||
15.636% | 8.348% | ||
- | 5.705% | ||
6.219% | 6.895% | ||
5.846% | 7.313% |
Kotak Corporate Bond Fund (G) Review
Kotak Corporate Bond Fund (G) is a Debt Debt fund and has delivered an annualised return of 7.719% over a period of 17 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Deepak Agrawal, Manu Sharma, Palha Khanna.
Nav of Kotak Corporate Bond Fund (G) as of 10/3/2024 is ₹3552.11 with the total AUM as of 10/4/2024 is ₹13506.5472. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Corporate Bond Fund (G) was launched on 2007-09-21. The category risk of the fund is Average.
The minimum SIP amount for Kotak Corporate Bond Fund (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 Fund (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 Nifty Corporate Bond Index A-II.
Kotak Corporate Bond Fund (G) is rated as a null fund in Debt and delivered 8.436% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Corporate Bond Fund (G).
Frequently Asked Questions
What is Kotak Corporate Bond Fund (G)?
How to invest in Kotak Corporate Bond Fund (G)?
You can invest in Kotak Corporate Bond Fund (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 Fund (G)?
The minimum sip amount for Kotak Corporate Bond Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Corporate Bond Fund (G) good to invest in?
As per Scripbox experts, Kotak Corporate Bond Fund (G) is a fund. You can investKotak Corporate Bond Fund (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 Fund (G)?
The expense ratio of the Kotak Corporate Bond Fund (G) is 0.67% for regular plan.