Kotak Credit Risk Fund - Direct Plan has delivered 38.63% absolute return over the last 5 years.
The average return for Credit Risk funds is 30.43% .
This fund ranks #6 in its category based on 5-year returns.
The largest portfolio holding is JUBILANT BEVCO LTD with a portfolio weight of 7.20% .
The fund currently owns more than 44 stocks.
The top 10 holdings account for 58.41% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 13.73% | 0.03% |
| 2 Year Return | 28.14% | 6.87% |
| 3 Year Return | 35.67% | 14.06% |
| 4 Year Return | 49.27% | 22.10% |
| 5 Year Return | 70.58% | 30.43% |
| 6 Year Return | 87.61% | 39.86% |
| 7 Year Return | 119.77% | 50.35% |
| Expense Ratio | 0.69% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
7.20%
|
||
| 2 |
6.50%
|
||
| 3 |
6.47%
|
||
| 4 |
6.44%
|
||
| 5 |
6.41%
|
||
| 6 | Finance & Investments |
5.84%
|
|
| 7 |
5.83%
|
||
| 8 |
5.17%
|
||
| 9 | Investment Trust |
4.67%
|
|
| 10 |
3.88%
|
||
| 11 | Real Estate Investment Trusts (REIT) |
3.25%
|
|
| 12 |
3.23%
|
AMC: KOTAKMAHINDRAMF
Category: Debt • Credit Risk
Launch Date: 01 Jan 2013
Fund Manager: Mr. Deepak Agrawal
Minimum Purchase: ₹100
Exit Load: For redemption / switch out of upto 6% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.
Lock-in: 1
Risk: Low Risk
Kotak Credit Risk 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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