Kotak Mahindra Mutual Fund

Kotak Corporate Bond Fund

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Kotak Corporate Bond Fund is a Hybrid fund managed by Kotak Mahindra Mutual Fund.

Category: Hybrid
3.5/5
high Risk

1Y

5.18%

3Y

7.52%

5Y

6.52%

10Y

%

Since Inception

0%

Current NAV

₹4199.24

Lumpsum

₹5,000

SIP

₹500/month

VIEW ON BROKER on Kotak Mahindra Mutual Fund's website

Start SIP or make lumpsum investment

Investment Objective

To provide long-term capital appreciation by investing in a diversified portfolio of a mix of equity and debt instruments. The fund follows a Hybrid investment strategy managed by Kotak Mahindra Mutual Fund.

Key Features

  • 7.52% CAGR over 3 years
  • Hybrid category fund
  • Managed by Kotak Mahindra Mutual Fund
  • Min SIP: ₹500/month

Portfolio Holdings

Asset Allocation

Asset allocation data not available for this fund.

Top 5 Holdings

Sector Allocation

Strengths

    Limitations

      Fund Details

      Expense Ratio

      0%

      Exit Load

      Nil

      AUM

      ₹0 Cr

      Fund Manager

      Fund Management Team

      Why this card?

      Low Expense

      Calculated based on rewards, fees, and benefits analysis.

      5.9
      Pro Score
      Returns3/10
      Cost Efficiency10/10
      Rating7/10

      This card ranks in the Top 10% for cost efficiency.

      Start Investing

      SIP from ₹500/month

      VIEW ON BROKER on Kotak Mahindra Mutual Fund's website

      Zero commission • Instant investment

      Suitable For

      • Balanced risk-return seekers
      • First-time mutual fund investors
      • Medium-term financial goals

      Tax Information

      Debt taxation: All gains taxed at income tax slab rate regardless of holding period.

      Important: InvestingPro.in is NOT a SEBI registered investment advisor. We provide decision support and educational content only. All financial decisions are made at your own risk.

      Fair Use: Brand names/logos are property of their owners, used here for comparison under Fair Use.

      AI Logic: "Smart Advisor" recommendations are simulated algorithmic suggestions, not personalized advice.

      Please consult a SEBI-registered investment advisor before making any financial decisions.

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      Returns vs Benchmark (CRISIL Composite Bond)

      PeriodKotak Corporate Bond FundCRISIL Composite BondDifference
      1Y5.18%——
      3Y7.52%——
      5Y6.52%——

      Return Calculator

      Monthly investment

      Based on 6.52% CAGR (5Y returns)

      PeriodInvestedValueGain
      1Y₹60,000₹62,162+₹2,162
      3Y₹1.8 L₹2.0 L+₹19,295
      5Y₹3.0 L₹3.6 L+₹55,473
      10Y₹6.0 L₹8.5 L+₹2.5 L
      15Y₹9.0 L₹15.3 L+₹6.3 L
      20Y₹12.0 L₹24.7 L+₹12.7 L

      Projections are illustrative. Mutual fund investments are subject to market risks. Past performance does not guarantee future returns.

      How to Invest in Kotak Corporate Bond Fund

      1

      Complete KYC

      PAN + Aadhaar verification (one-time, 2 min)

      2

      Choose Plan

      Direct plan recommended (lower expense ratio)

      3

      Set SIP Amount

      Minimum ₹500/month

      4

      Start Investing

      Auto-debit from bank account every month

      Frequently Asked Questions

      Is Kotak Corporate Bond Fund a good investment?

      Kotak Corporate Bond Fund has delivered 7.52% returns over 3 years with a high risk profile. It's rated 3.5/5. Whether it's good for you depends on your investment horizon (we recommend 5+ years for equity funds) and risk tolerance.

      What is the minimum SIP amount for Kotak Corporate Bond Fund?

      The minimum SIP amount is ₹500/month. For lumpsum investment, the minimum is ₹5,000.

      What is the expense ratio of Kotak Corporate Bond Fund?

      The expense ratio is 0%. This is the annual fee charged by Kotak Mahindra Mutual Fund for managing the fund. We recommend comparing with similar funds in the Hybrid category.

      Should I choose Direct or Regular plan?

      Direct plans have 0.5-1% lower expense ratios (no distributor commission). Over 10+ years, this difference compounds to lakhs. We always recommend Direct plans for informed investors.

      Can I withdraw from Kotak Corporate Bond Fund anytime?

      Yes, you can redeem your investment anytime. Exit load: Nil. Redemption amount is typically credited within 1-3 business days.

      How are returns taxed?

      Debt taxation: All gains taxed at income tax slab rate regardless of holding period.

      Frequently Asked Questions

      Is Kotak Corporate Bond Fund a good investment?›
      Kotak Corporate Bond Fund has delivered 7.52% returns over 3 years with a high risk profile. It's rated 3.5/5. Whether it's good for you depends on your investment horizon (we recommend 5+ years for equity funds) and risk tolerance.
      What is the minimum SIP amount for Kotak Corporate Bond Fund?›
      The minimum SIP amount is ₹500/month. For lumpsum investment, the minimum is ₹5,000.
      What is the expense ratio of Kotak Corporate Bond Fund?›
      The expense ratio is 0%. This is the annual fee charged by Kotak Mahindra Mutual Fund for managing the fund. We recommend comparing with similar funds in the Hybrid category.
      Should I choose Direct or Regular plan?›
      Direct plans have 0.5-1% lower expense ratios (no distributor commission). Over 10+ years, this difference compounds to lakhs. We always recommend Direct plans for informed investors.
      Can I withdraw from Kotak Corporate Bond Fund anytime?›
      Yes, you can redeem your investment anytime. Exit load: Nil. Redemption amount is typically credited within 1-3 business days.
      How are returns taxed?›
      Debt taxation: All gains taxed at income tax slab rate regardless of holding period.
      InvestingPro Verdict

      Kotak Corporate Bond Fund

      3.5
      Returns4.0/10
      Consistency4.0/10
      Expense Ratio10.0/10
      Fund Management7.0/10

      Kotak Corporate Bond Fund is a Hybrid fund managed by Kotak Mahindra Mutual Fund with an expense ratio of 0%. It has delivered 7.52% CAGR over 3 years. Best for investors with high risk appetite and long horizon.

      Reviewed by InvestingPro Editorial Team

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