• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Credit Risk Fund (Growth)

Formerly Kotak Income Opp Reg Gr

Kotak Mutual Fund

Kotak Credit Risk Fund (Growth)

DebtCredit Risk

Top Ranked

23.966

NAV (Jun 23)

5%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within credit risk mutual funds.However, Scripbox does not recommend investing in credit risk mutual funds.Credit Risk Funds are mandated to invest more than 65% of the portfolio in Corporate Bonds rated AA or below.

These instruments carry a high default risk.

The events of the recent past have shown the impact of poor credit quality on such funds.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

1,645 Cr. Medium within the category

Impact of Interest Rate Changes

High Interest Rate Risk. The impact on fund value is high when interest rates change

Credit Quality Of Fund's Portfolio

Moderate Credit Risk. The fund has a moderate credit quality compared to other debt funds

Scripbox Recommended Debt Funds

Want the floating rate 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

23.966

NAV (Jun 23)

Fund Returns

Last 1Y

0.7%

Last 3Y

5%

Last 5Y

5.6%

Last 10Y

7.5%

Since Inception

7.5%

6 Month CAGR

-1.7%

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 rated and below corporate securities. The scheme would also seek to maintain reasonable liquidity within the fund.There is no assurance that the investment objective of the Schemes will be realised.

Expense Ratio

1.71

Launched (12y ago)

May 11, 2010

AUM in Crores

1644.738

ISIN

INF174K01DY7

Lock-in

No Lock-in

Benchmark

NIFTY Credit Risk Bond TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Vihag Mishra

Fund Manager

Deepak Agrawal

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-06-23

Top Debt Holdings

tata motors limited

7.7%
7.7%

5.53 9/22/2033 12:00:00 am

7.2%
7.2%

the tata power company limited

6.6%
6.6%

godrej properties limited

6.1%
6.1%

aadhar housing finance limited

6%
6%
See all holdings

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 44,308 cr

5

₹ 14,441 cr

5

₹ 18,739 cr

5

₹ 12,059 cr

5

₹ 44,308 cr

5

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 289,336 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    13.8%

    6.6%

    13.8%

    6.6%

    13.8%

    6.6%

    4.8%

    7.3%

    -

    18.2%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Kotak Credit Risk Fund (G) Review

    Kotak Credit Risk Fund (G) is a Credit Risk Debt fund and has delivered an annualised return of 7.5% over a period of 12 years. The fund was previously known as Kotak Income Opp Reg Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Deepak Agrawal, Vihag Mishra.

    Nav of Kotak Credit Risk Fund (G) as of 6/23/2022 is ₹23.97 with the total AUM as of 6/24/2022 is ₹1644.738. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Credit Risk Fund (G) was launched on May 11, 2010. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for Kotak Credit Risk 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 Credit Risk 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 Credit Risk Bond TR INR.

    Kotak Credit Risk Fund (G) is rated as a 4 fund in Debt and delivered 0.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Credit Risk Fund (G).

    Frequently Asked Questions

    What is Kotak Credit Risk Fund (G)?

    Kotak Credit Risk Fund (G) is a Credit Risk Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in Kotak Credit Risk Fund (G)?

    You can invest in Kotak Credit Risk 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 Credit Risk Fund (G)?

    The minimum sip amount for Kotak Credit Risk Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Kotak Credit Risk Fund (G) good to invest in?

    As per Scripbox experts, Kotak Credit Risk Fund (G) is a Top Ranked fund. You can investKotak Credit Risk 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 Credit Risk Fund (G)?

    The expense ratio of the Kotak Credit Risk Fund (G) is 1.71% for regular plan.