Kotak Credit Risk Fund - Growth

(Erstwhile Kotak Income Opportunities Fund - Growth)

Category: Debt: Credit Risk
Launch Date: 11-05-2010
Asset Class: Fixed Interest
Benchmark: CRISIL AA Short-Term Bond Fund Index
Expense Ratio: 2.02% As on ( 31-10-2018)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,958.87 Cr As on ( 30-11-2018)
Turn over: 0.0
NAV as on 11-12-2018

19.8111

0 ( 0.0091% )

CAGR Since Inception

8.25%

PERFORMANCE of Kotak Credit Risk Fund - Growth

Scheme Performance (%) Data as on - 11-12-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Credit Risk Fund - Growth 5.54 7.72 8.59 - 8.25
Benchmark - - - - -
Debt: Credit Risk 4.79 7.56 8.5 7.59 7.66

Yearly Performance (%)

Fund Managers

Mr. Deepak Agrawal

Mr. Agrawal is Post Graduate in Commerce from Mumbai University, Chartered Accountant, Company Secretary and CFA. He has been associated with Kotak AMC since 2000.

Investment Objective

The scheme aims to maximise returns through an active management of a portfolio of debt and money market securities.

RETURNS CALCULATOR for Kotak Credit Risk Fund - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of Kotak Credit Risk Fund - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Credit Risk Fund - Growth 1.3 4.7 -1.92 1.16 8.39 1.73
Debt: Credit Risk - - - - - -

PEER COMPARISION of Kotak Credit Risk Fund - Growth

Period
Data as on - 11-12-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Credit Risk Fund - Growth 11-05-2010 5.54 6.11 7.72 8.59 0.0
Franklin India Credit Risk Fund - Growth 07-12-2011 7.45 8.06 8.35 9.21 0.0
Sundaram Short Term Credit Risk Fund-Appreciation 19-07-2002 6.67 6.66 6.82 8.02 6.33
Baroda Credit Risk Fund -Plan B-Growth Option 08-01-2015 6.37 8.22 9.76 0.0 0.0
Principal Credit Risk Fund - Regular Plan - Growth Option 14-09-2004 6.16 6.87 7.43 8.21 7.69
ICICI Prudential Credit Risk Fund - Growth 03-12-2010 6.05 6.57 7.62 8.56 0.0
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth 01-04-2015 5.93 7.11 8.3 0.0 0.0
SBI CREDIT RISK FUND - REGULAR PLAN - GROWTH 14-07-2004 5.56 6.36 7.82 8.75 8.34
Baroda Credit Risk Fund -Plan A -Growth Option 23-01-2015 5.37 7.02 8.52 0.0 0.0
Reliance Credit Risk Fund - Growth Plan 08-06-2005 5.28 6.33 7.67 8.49 8.09

PORTFOLIO ANALYSIS of Kotak Credit Risk Fund - Growth

Asset Allocation (%)

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