Kotak Credit Risk Fund
Direct Plan · Standard Income Distribution cum capital withdrawal option · Credit Risk · Scheme code 119740
Fund houseKotak Mahindra Mutual Fund
CategoryCredit Risk
Plan & optionDirect · Standard Income Distribution cum capital withdrawal option
History12.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.67 | 2.94 | 3.39 | 8.10 | 8.65 | 6.79 | 7.12 | 7.47 | 8.24 |
| Credit Risk category median |
— | — | — | 6.91 | 8.41 | 7.00 | — | 7.66 | — |
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% | 1.38 | 2.50 | — | — | -6.5% | — |
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 |
|---|---|---|---|---|
| 2,765 | 0.0% | 8.2% | 17.8% | 0% |
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.