+91 73377 40002

9AM - 8PM

Asset Size:4523Cr
Expense Ratio:0.6%
Fund Manager(s):Deepak Agrawal,
5year Returns:8.3%

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Kotak Corporate Bond- Standard Plan-Growth

Kotak       

Debt
Corporate Bond

Nav : 2682.9329 ( 0.04%) February 26th, 2020

People currently viewing this : 1

Rank (of 245)

13

Annualized Returns(5 yrs)

8.3%

Investment Horizon

>3 Yr

Doubled Money

8yrs 9m

Returns since September 21st, 2007

8.26%

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

41.2L

Projected Maturity Amount

98.4L

Kotak     

Debt
Corporate Bond

Nav : 2682.9329 ( 0.04%) February 26th, 2020

People currently viewing this : 1

Upwardly's Take :

Investors can look to get better returns in low interest environment by investing in these fund. Get tax benefits (through indexation) by holding this fund for more than 3 years and get much better returns than Fixed deposits post tax.

Ideal for a short to medium term goal like vacation, down-payment for home, wedding and car purchase.

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

41.2L

Projected Maturity Amount

98.4L

Rank (of 245)

13

Annualized Returns(5 yrs)

8.3%

Investment Horizon

>3 Yr

Doubled Money

8yrs 9m

Returns since September 21st, 2007

8.26%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

FUND DETAIL INFORMATION

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+ and above rated corporate securities. The scheme would also seek to maintain reasonable liquidity within the fund. There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Basic Details
Fund House
Kotak
Launch Date
September 21st, 2007
Expense Ratio
0.6%
Fund Category Risk
Moderate
Std Dev (1Yr)
1.333
Std Dev (3Yr)
1.019
Std Dev (5Yr)
1.095
Asset Size
4523Cr
Investment Details
Investment Plan
Growth
Return since Launch
8.26 %
Exit Load
No Exit Load
YTM
6.63 %
Modified Duration
1.42
Contact Details
Fund Manager(s)
Phone No.
+91 22 66384444