Kotak Credit Risk Fund - Regular Plan - Standard Income Distribution cum capital withdrawal option

Kotak Credit Risk Fund - Regular Plan - Standard Income Distribution cum capital withdrawal option is a scheme launched by Kotak Mutual Fund on May 11, 2010, and falls under the Credit Risk fund category. It currently manages an AUM of Rs 688.77 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.71% for managing the portfolio.

• Investing Strategy:

  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.

• Performance:

  Kotak Credit Risk Fund - Regular Plan - Standard Income Distribution cum capital withdrawal option trailing returns over different times are 8.82% (1 year), 7.58% (3 year) and 4.56% (5 year). The average annual return of this fund stands at 8.21%.