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for top ranked funds in
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.
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.
Low
Moderately Low
Moderate
Moderately High
High
Moderately Low risk
1.77%
Expense Ratio
11th May, 2010
Launched (10y ago)
₹
1,905
AUM in Crores
INF174K01EC1
ISIN
No Lock-in
Lock-in
NIFTY Credit Risk Bond TR INR
Benchmark
₹
1000
SIP Minimum
₹
5000
Lumpsum Min.
Fund Managers
Deepak Agrawal
Fund Manager
Returns Calculator Comparison
of
for
Instrument
Returns
Total Corpus
Gains
Annualised %
Mutual Fund
11.25%
EPF
Property
PPF
Bank FD
Gold
Savings Bank
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.
Kotak Mahindra Asset Management Co Ltd manages assets worth ₹ 185,697 crores. It's current offering of mutual fund schemes includes 34 equity, 162 debt and 26 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
These funds are the top performers within a category of mutual funds considering a combination of criteria. The best amongst these funds are also labelled as Scripbox Recommended.
Not Recommended
Scripbox algorithm classifies funds as "not recommended" when they perform poorly on a combination of criteria. These funds are usually the poorest performers within a category.
Track Record
We look at consistent and long historical performance for our analysis
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are
preferred
Category View
We check if the sub-category of the fund is recommended by us
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack
Track Record
We look at consistent and long historical performance for our analysis
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better
Equity Funds
Debt Funds
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Scripbox has helped over 2500 people become millionaires in the last 7
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About Kotak Credit Risk fund (Dividend Payout - Monthly)
About Kotak Credit Risk fund (Dividend Payout - Monthly)
Kotak Credit Risk fund (Dividend Payout - Monthly) is a Credit Risk Debt fund and has delivered an annualised return of 0.0% over a period of 10 years.
The fund was previously known as Kotak Income Opp Reg Mn DP.
The fund is managed by Kotak Mahindra Asset Management Co Ltd.
The fund manager’s name is Deepak Agrawal.
Kotak Credit Risk fund (Dividend Payout - Monthly) 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.
However, there is no assurance that the objective of the scheme will be realized.
Kotak Credit Risk fund (Dividend Payout - Monthly) NAV, AUM and Risk
The fund was launched on 2010-05-11. The NAV of the fund as of 2020-10-28 is ₹ 10.35. The total AUM of the fund as of 2020-10-28 is ₹ 1,905 Cr. The category risk of the fund is Moderately Low risk
The fund charges 1.77 % as expense ratio.
Kotak Credit Risk fund (Dividend Payout - Monthly) Holdings
The fund’s highest allocation is towards debt and has invested 91.8% in this asset class.
The top three holdings of the fund are talwandi sabo power limited, punjab & sind bank and coastal gujarat power limited.
Kotak Credit Risk fund (Dividend Payout - Monthly) 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 Credit Risk fund (Dividend Payout - Monthly) 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 NIFTY Credit Risk Bond TR INR.
