Kotak Credit Risk Fund (IDCW-Standard) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Kotak Credit Risk Fund (IDCW-Standard) (11242) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Kotak Credit Risk Fund (IDCW-Standard)
Kotak Mahindra Asset Management Company Ltd
To generate income by investing in debt/and money market securities across the yield curve and credit spectrum. The scheme would also seek to maintain reasonable liquidity within the fund.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Debt Focused
Management
Experienced Team
Quality Score
Average Quality
Kotak Credit Risk Fund (IDCW-Standard) - 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
Risk Assessment
Risk-adjusted returns
Long-term Track Record
Historical performance consistency
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Equity Exposure
Market exposure level
Investment Timing Insights
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Your Investment
Compare With Popular Options
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 |
|---|---|---|
| Tata Projects | Debt Others | 9.30% |
| GSEC2033 | Govt. Securities | 8.98% |
| Jubilant Bevco | Debt Others | 7.48% |
| Vedanta Ltd | Metal - Others | 7.28% |
| Bamboo Hotel | Debt Others | 7.26% |
| Aditya Birla Real Estate Ltd | Construction - Factories / Offices / Commercial | 6.92% |
| A B Renewables | Debt Others | 5.87% |
| Aadhar Housing Finance Ltd | Finance - Housing - Large | 5.86% |
| Indostar Capital Finance Ltd | NBFC-Others | 5.73% |
| AU Small Finance Bank Ltd | Banks - Private Sector | 4.38% |
Compare against Credit Risk Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Credit Risk Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Credit Risk Fund category
Kotak Credit Risk Fund (IDCW-Standard) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Invesco India Credit Risk Fund - Direct (Disc) | ₹2208.51 | 6.15% | 10.72% | 10.38% |
| Invesco India Credit Risk Fund - Direct (G) | ₹2192.15 | 6.15% | 10.72% | 10.39% |
| Invesco India Credit Risk Fund (G) | ₹1962.80 | 5.53% | 9.43% | 9.11% |
| Invesco India Credit Risk Fund (Discretionary) | ₹1962.19 | 5.53% | 9.43% | 9.11% |
| Invesco India Credit Risk Fund (IDCW-M) | ₹1441.52 | 5.53% | 9.43% | 9.11% |
| Invesco India Credit Risk Fund - Direct (IDCW-M) | ₹1183.20 | 6.11% | 9.80% | 9.99% |
| DSP Credit Risk Fund - Direct (G) | ₹55.12 | 12.83% | 22.81% | 15.44% |
| SBI Credit Risk Fund - Direct (G) | ₹50.46 | 4.84% | 8.89% | 8.66% |
| DSP Credit Risk Fund (G) | ₹50.38 | 12.40% | 21.88% | 14.54% |
| SBI Credit Risk Fund (G) | ₹46.64 | 4.49% | 8.18% | 7.96% |
Category Average Returns
Deepak Agrawal
A seasoned investment professional with over 16 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.