Kotak Corporate Bond Fund - Direct Plan has delivered 39.50% absolute return over the last 5 years.
The average return for Corporate Bond funds is 36.95% .
This fund ranks #4 in its category based on 5-year returns.
The largest portfolio holding is 748% NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT with a portfolio weight of 3.45% .
The fund currently owns more than 108 stocks.
The top 10 holdings account for 26.84% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.23% | 4.58% |
| 2 Year Return | 23.96% | 11.32% |
| 3 Year Return | 34.82% | 18.93% |
| 4 Year Return | 44.56% | 27.44% |
| 5 Year Return | 68.10% | 36.95% |
| 6 Year Return | 86.87% | 47.70% |
| 7 Year Return | 114.16% | 60.80% |
| Expense Ratio | 0.31% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
3.45%
|
||
| 2 | Finance & Investments |
3.03%
|
|
| 3 |
2.95%
|
||
| 4 |
2.92%
|
||
| 5 |
2.85%
|
||
| 6 | Finance & Investments |
2.78%
|
|
| 7 |
2.62%
|
||
| 8 |
2.30%
|
||
| 9 |
1.98%
|
||
| 10 |
1.96%
|
||
| 11 |
1.81%
|
||
| 12 |
1.75%
|
AMC: KOTAKMAHINDRAMF
Category: Debt • Corporate Bond
Launch Date: 01 Jan 2013
Fund Manager: Mr. Deepak Agrawal
Minimum Purchase: ₹100
Exit Load:
Lock-in: 1
Risk: Low Risk
Kotak Corporate Bond Fund - Direct Plan is managed by KOTAKMAHINDRAMF and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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