Kotak Credit Risk Fund
Regular Plan · Standard Income Distribution cum capital withdrawal option · Credit Risk · Scheme code 117715
Fund houseKotak Mahindra Mutual Fund
CategoryCredit Risk
Plan & optionRegular · Standard Income Distribution cum capital withdrawal option
History14.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.60 | 2.71 | 2.92 | 7.12 | 7.65 | 5.78 | 3.78 | 2.59 | 2.05 |
| Credit Risk category median |
— | — | — | 6.41 | 7.59 | 6.80 | — | 6.76 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 1.6% | 0.74 | 1.17 | — | — | -12.5% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 3,173 | -9.3% | 0.9% | 10.0% | 36% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.