Kotak Corporate Bond Fund-Regular (IDCW-M) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Kotak Corporate Bond Fund-Regular (IDCW-M) (5920) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Kotak Corporate Bond Fund-Regular (IDCW-M)
Kotak Mahindra Asset Management Company Ltd
To generate optimal returns commensurate with low risk and a high liquidity, from a portfolio constituted of debt securities and money market securities.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Good Returns
Risk
Moderate Risk
Expenses
Low Expense Ratio
Portfolio Mix
Debt Focused
Management
Experienced Team
Quality Score
Average Quality
Kotak Corporate Bond Fund-Regular (IDCW-M) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Cost Efficiency
Fund management costs
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| N A B A R D | Debt Others | 9.19% |
| GSEC2033 | Govt. Securities | 8.89% |
| S I D B I | Debt Others | 8.81% |
| Power Finance Corporation Ltd | Finance - Term-Lending Institutions | 7.39% |
| REC Ltd | Finance - Term-Lending Institutions | 6.26% |
| LIC Housing Finance Ltd | Finance - Housing - Large | 4.25% |
| Jamnagar Utiliti | Debt Others | 3.58% |
| Bajaj Finance Ltd | Finance - Large | 3.25% |
| GSEC2034 | Govt. Securities | 2.87% |
| GSEC2034 | Govt. Securities | 2.64% |
Compare against Corporate Bond Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Corporate Bond Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Corporate Bond Fund category
Kotak Corporate Bond Fund-Regular (IDCW-M) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Kotak Corporate Bond Fund-Dir(G) | ₹4031.59 | 4.68% | 8.60% | 7.85% |
| Kotak Corporate Bond Fund-Regular (G) | ₹3857.38 | 4.50% | 8.23% | 7.49% |
| Invesco India Corporate Bond Fund-Direct (Dis) | ₹3481.86 | 4.65% | 8.48% | 7.68% |
| Invesco India Corporate Bond Fund-Direct (G) | ₹3480.75 | 4.65% | 8.48% | 7.68% |
| Invesco India Corporate Bond Fund (Discret) | ₹3408.07 | 4.45% | 8.08% | 7.30% |
| Invesco India Corporate Bond Fund (G) | ₹3244.33 | 4.44% | 8.05% | 7.27% |
| Invesco India Corporate Bond Fund (IDCW-A) | ₹2003.68 | 4.44% | 8.05% | 7.27% |
| Invesco India Corporate Bond Fund (IDCW-M) | ₹1859.54 | 4.44% | 8.05% | 7.27% |
| Invesco India Corporate Bond Fund-Direct (IDCW-A) | ₹1282.17 | 4.65% | 8.49% | 7.68% |
| Invesco India Corporate Bond Fund-Direct (IDCW-M) | ₹1263.71 | 4.63% | 7.54% | 7.35% |
Category Average Returns
Deepak Agrawal
A seasoned investment professional with over 18 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.