Kotak Credit Risk Fund Growth

• Alpha -1.09%
• Beta 0.93
• Sharpe Ratio0.00
• Std Deviation 3.03%
• Tracking Error 2.20%

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 rated and below corporate securities. The scheme would also seek to maintain reasonable liquidity within the fund.There is no assurance that the investment objective of the Schemes will be realised.

The Kotak Credit Risk Fund Growth has an AUM of 1404.48 crores & has delivered CAGR of 5.53% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.71%. The minimum investment in Kotak Credit Risk Fund Growth is Rs 5000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Low & Moderate respectively.

The top holdings of the fund include 7.42 9/22/2033 12:00:00 Am, The Tata Power Company Limited, Aadhar Housing Finance Limited & Dlf Cyber City Developers Ltd.

The major sectors where the fund is invested are Real Estate Operations.

Some of the similar funds are ICICI Prudential Credit Risk Fund Growth, Aditya Birla Sun Life Credit Risk Fund Regular Plan Growth, SBI Credit Risk Fund Regular Plan Growth, Kotak Credit Risk Fund Growth, Nippon India Credit Risk Fund Institutional Growth. Kotak Credit Risk Fund Growth has a sharpe ratio of 0.00 & a standard deviation of 3.03%.