Kotak Credit Risk Fund Regular Dividend Weekly+0.07%

4Groww
7.94%
1 Year Return
Debt
Credit Risk
4.0 star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Credit Risk Fund Regular Dividend Weekly

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio1.65%
NAV10.0 (21 Aug 2019)
Fund Started11 May 2010
Fund Size4,745 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Credit Risk Fund Regular Dividend Weekly
7.9%
7.3%
8.4%
8.3%
Category Average
0.7%
4.6%
7.7%
-
Rank within category
4
4
4
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 7.9% annual returns

    Comparison

    Data not available
    Pros
    1. 3Y Returns are higher than the benchmark
    2. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. Higher expense ratio

    Top Holdings

    NameSectorInstrument% Assets
    JSW Techno Projects Management Ltd.EngineeringZCB4.6%
    Talwandi Sabo Power Ltd.EngineeringDebenture4.0%
    Punjab & Sind BankFinancialBonds3.0%
    Andhra BankFinancialBonds2.9%
    Housing Development Finance Corpn. Ltd.FinancialDebenture2.7%
    Sarvoday Advisory Services Pvt. Ltd.FinancialZCB2.5%
    Andhra BankFinancialBonds/Deb2.4%
    Power Finance Corpn. Ltd.FinancialNCD2.2%
    LIC Housing Finance Ltd.FinancialDebenture2.1%
    Coastal Gujarat Power Ltd.EngineeringDebenture2.1%
    See All

    Fund Managers

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

    Other Details

    Kotak Credit Risk Fund Regular Dividend Weekly is a Debt Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was introduced to investors on 11 May 2010. Deepak Agrawal is the Current Fund Manager of Kotak Credit Risk Fund Regular Dividend Weekly.The fund currently has an Asset Under Management(AUM) of ₹4,745 Cr and the Latest NAV as of 21 Aug 2019 is ₹10.0.

    The Kotak Credit Risk Fund Regular Dividend Weekly is rated Moderately Low risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. For units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 1 year.

    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 credit spectrum. The scheme would also seek to maintain reasonable liquidity within the fund.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units more than 10% of the allotted, an exit load of 1% will be charged if redeemed within 1 year
    Exit Load

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    About Kotak Mahindra Mutual Fund

    Address
    27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
    Phone
    022 - 66384444
    Launch Date
    22 Jun 1998
    Kotak Mahindra Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
    Enter investment amount
    + ₹1,000
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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