- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Credit Risk Fund (G)
Kotak Credit Risk Fund (G)
₹ 27.737
NAV (Sep 30)
Credit Risk 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.
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 27.737
NAV (Sep 30)
Fund Returns
Last 1Y | 8.1% |
Last 3Y | 4.6% |
Last 5Y | 5.5% |
Last 10Y | 6.9% |
Since Inception | 7.3% |
6 Month CAGR | 3.1% |
Scheme Information
The scheme seeks to generate income by investing in debt /and money market securities across the yield curve and predominantly in AA rated and below corporate securities.
Expense Ratio | 1.71 |
Launched (0y ago) | 1.71 |
AUM in Crores | 779.5 |
ISIN | INF174K01DY7 |
Lock-in | - |
Benchmark | CRISIL Credit Risk Debt B-II Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 2 |
Beta | 2.6 |
Sharpe Ratio | -0.4 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Credit Risk Fund (G) | 8,36,457 | 1,03,845 | 5.5% | |
| 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
9.5%Tata Power Company Ltd.
8.8%Godrej Industries Ltd.
6.4%Tata Projects Ltd.
6.4%Aadhar Housing Finance Ltd
5.7%Allocation by Sector
Construction
4.48%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 9,577 cr | ||
₹ 8,093 cr | ||
₹ 15,209 cr | ||
₹ 4,457 cr | ||
₹ 13,722 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.788% | 15.279% | ||
16.082% | 8.346% | ||
- | 5.673% | ||
6.24% | 6.899% | ||
5.833% | 7.314% |
Kotak Credit Risk Fund (G) Review
Kotak Credit Risk Fund (G) is a Debt Debt fund and has delivered an annualised return of 7.342% over a period of 14 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Deepak Agrawal, Palha Khanna, Sunit Garg.
Nav of Kotak Credit Risk Fund (G) as of 9/30/2024 is ₹27.74 with the total AUM as of 10/1/2024 is ₹779.4602. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Credit Risk Fund (G) was launched on 2010-05-11. The category risk of the fund is High.
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 CRISIL Credit Risk Debt B-II Index.
Kotak Credit Risk Fund (G) is rated as a 3 fund in Debt and delivered 8.087% 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)?
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 3 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.