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  • Kotak Mahindra Mutual Fund
  • Kotak Corporate Bond Fund (G)
Kotak Mutual Fund

Kotak Corporate Bond Fund (G)

DebtCorporate Bond

3521.2309

NAV (Sep 06)

5.708%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
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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

3521.2309

NAV (Sep 6)

Fund Returns

Last 1Y
7.9%
Last 3Y
5.7%
Last 5Y
6.4%
Last 10Y
7.9%
Since Inception
7.7%
6 Month CAGR
4.1%

Scheme Information

Investment Objective

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
0
YTM
Fund Managers

Deepak Agrawal

Fund Manager

Manu Sharma

Fund Manager

Palha Khanna

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Corporate Bond Fund (G)70%8,54,887 1,22,2756.4%
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 2024-06-01

Top Debt Holdings

GOI

15.9%
15.89%

GOI

6.2%
6.21%

National Bank For Agriculture & Rural Development

6.1%
6.13%

GOI

3.6%
3.58%

Bajaj Finance Ltd.

3.5%
3.46%
See all holdings

Comparison with Debt Funds

Fund NameFund Size
BHARAT Bond ETF FOF - April 2032 (G)
BHARAT Bond ETF FOF - April 2032 (G)

₹ 4,457 cr

₹ 9,577 cr

₹ 8,093 cr

₹ 15,209 cr

₹ 4,566 cr

amc-img

About the AMC

Kotak Mahindra Mutual Fund

Kotak Mutual Fund is a part of India's leading financial service conglomerate Kotak Mahindra Group (est. 1985). In 2003, the Kotak Mahindra Group's flagship company received a banking license. Kotak Mahindra Mutual Fund started its operations in 1998. amc-img
phone-img022-61152100 / 1800-22-2626
Fund NameScripbox Opinion
Till Date CAGR

11.182%

13.698%

13.021%

8.011%

-

5.559%

6.236%

6.912%

5.714%

7.299%

Kotak Corporate Bond Fund (G) Review

Kotak Corporate Bond Fund (G) is a Debt Debt fund and has delivered an annualised return of 7.699% over a period of 16 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].

Nav of Kotak Corporate Bond Fund (G) as of 9/6/2024 is ₹3521.23 with the total AUM as of 9/7/2024 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 7.877% 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)?

Kotak Corporate Bond Fund (G) is a Debt 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 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.