_{Click on + to See NAV}

Fund Nav

Fund Name	NAV Date	NAV	Rupee Change	Percent Change
Kotak Credit Risk Fund - Regular Plan - Standard Income Distribution cum capital withdrawal option	31/May/2023	10.9914	0.0083	0.0756%
Kotak Credit Risk Fund - Direct Plan - Standard Income Distribution cum capital withdrawal option	31/May/2023	20.9409	0.0165	0.0789%
Kotak Credit Risk Fund - Growth	31/May/2023	25.2743	0.0192	0.0760%
Kotak Credit Risk Fund - Growth - Direct	31/May/2023	27.8805	0.0220	0.0790%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Kotak Credit Risk Fund Analysis

Performance Summary of Fund

Bmsmoney Credit Risk Fund Category Rank: 15

Positive Aspects of Fund

Negative Aspects of Fund

Kotak Credit Risk Fund Performance Snapshot (Regular Plan)

_{Rotate the phone! Best viewed in landscape mode on mobile}

KPIs^*	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	0.54	0.64	No	No	No	11/15	0.45 / 0.85
1M Rolling Return %	0.42	0.53	No	No	Yes	14/15	0.42 / 0.75
3M Return %	2.43	2.70	No	No	No	7/15	1.75 / 5.79
3M Rolling Return %	0.93	1.38	No	No	Yes	15/15	0.93 / 1.98
6M Return %	3.11	3.95	No	No	Yes	14/15	2.78 / 6.91
6M Rolling Return %	1.47	2.73	No	No	Yes	15/15	1.47 / 4.13
1Y Return %	5.29	6.91	No	No	Yes	14/15	5.22 / 9.55
1Y Rolling Return %	3.95	7.79	No	No	Yes	13/15	2.90 / 15.57
3Y Return %	5.05	10.06	No	No	Yes	15/15	5.05 / 42.95
3Y Rolling Return %	6.76	2.77	Yes	No	No	5/15	-29.42 / 8.65
5Y Return %	5.73	4.61	Yes	No	No	9/15	-4.30 / 7.58
Standard Deviation	2.89	8.82	Yes	No	No	7/15	1.59 / 77.69
Semi Deviation	2.40	4.22	Yes	No	No	11/15	1.12 / 32.36
Max Drawdown	-2.85	-5.84	Yes	No	No	11/15	-51.83 / -0.67
VaR 1 Y	-3.45	-1.36	No	No	Yes	14/15	-4.11 / -0.10
Average Drawdown	-1.92	-3.01	Yes	No	Yes	12/15	-26.06 / -0.33
Sharpe Ratio	-0.96	-0.21	No	No	Yes	14/15	-1.17 / 0.45
Sterling Ratio	0.33	0.54	No	No	Yes	14/15	0.20 / 0.82
Sortino Ratio	-0.29	-0.02	No	No	Yes	14/15	-0.36 / 0.38

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

May 31, 2023.}
_{Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

March 31, 2023} _{KPIs: Key Performance Indicators}

Kotak Credit Risk Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Kotak Credit Risk Fund

Top Performing Funds in Credit Risk Fund Category

_{Rotate the phone! Best viewed in landscape mode on mobile.}

Fund Name	Category Rank	Analysis	1Y Return	3Y Return	Max Drawdown	VaR _{1Y 95%}	Sharpe Ratio	Sortino Ratio	Hurst Index
Aditya Birla Sun Life Credit Risk Fund	1	The Aditya Birla Sun Life Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 15 funds. The fund has six KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Aditya Birla Sun Life Credit Risk Fund performance snapshot section.	9.55%	8.33%	-2.61%	-0.10%	0.08	0.04	0.54
Icici Prudential Credit Risk Fund	3	The Icici Prudential Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 15 funds. The fund has nine KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Icici Prudential Credit Risk Fund performance snapshot section.	6.91%	7.10%	-0.67%	-0.42%	-0.25	-0.10	0.43
Nippon India Credit Risk Fund	2	The Nippon India Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 15 funds. The fund has nine KPIs that are in top quartile. The fund has 47% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Nippon India Credit Risk Fund performance snapshot section.	7.19%	9.16%	-0.80%	-0.66%	0.27	0.25	0.53

Kotak Credit Risk Fund Performance Snapshot (Direct Plan)

_{Rotate the phone! Best viewed in landscape mode on mobile.}

KPIs	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	0.63	0.71	No	No	No	11/15	0.53 / 0.90
1M Rolling Return %	0.50	0.59	No	No	Yes	14/15	0.44 / 0.75
3M Return %	2.69	2.90	No	No	No	6/15	1.80 / 6.13
3M Rolling Return %	1.17	1.55	No	No	Yes	15/15	1.17 / 1.88
6M Return %	3.61	4.33	No	No	Yes	13/15	2.89 / 7.56
6M Rolling Return %	1.96	2.95	No	No	Yes	14/15	1.73 / 4.35
1Y Return %	6.32	7.69	No	No	Yes	14/15	5.48 / 10.61
1Y Rolling Return %	4.97	8.27	No	No	Yes	13/15	4.12 / 15.89
3Y Return %	6.10	10.71	No	No	Yes	15/15	6.10 / 43.34
3Y Rolling Return %	7.83	3.46	Yes	Yes	No	4/15	-29.22 / 9.19
5Y Return %	6.76	5.32	Yes	No	No	8/15	-4.05 / 8.33
Standard Deviation	2.89	8.82	Yes	No	No	7/15	1.59 / 77.69
Semi Deviation	2.40	4.22	Yes	No	No	11/15	1.12 / 32.36
Max Drawdown	-2.85	-5.84	Yes	No	No	11/15	-51.83 / -0.67
VaR 1 Y	-3.45	-1.36	No	No	Yes	14/15	-4.11 / -0.10
Average Drawdown	-1.92	-3.01	Yes	No	Yes	12/15	-26.06 / -0.33
Sharpe Ratio	-0.96	-0.21	No	No	Yes	14/15	-1.17 / 0.45
Sterling Ratio	0.33	0.54	No	No	Yes	14/15	0.20 / 0.82
Sortino Ratio	-0.29	-0.02	No	No	Yes	14/15	-0.36 / 0.38

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

May 31, 2023.}
_{Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On :

March 31, 2023} _{KPIs: Key Performance Indicators}

Kotak Credit Risk Fund Regular vs Direct Plan Performance

Parameters	Regular Plan	Direct Plan
1M Return %	0.54%	0.63%
1M Rolling Return %	0.42%	0.50%
3M Return %	2.43%	2.69%
3M Rolling Return %	0.93%	1.17%
6M Return %	3.11%	3.61%
6M Rolling Return %	1.47%	1.96%
1Y Return %	5.29%	6.32%
1Y Rolling Return %	3.95%	4.97%
3Y Return %	5.05%	6.10%
3Y Rolling Return %	6.76%	7.83%
5Y Return %	5.73%	6.76%
Standard Deviation	2.89%	2.89%
Semi Deviation	2.40%	2.40%
Max Drawdown	-2.85%	-2.85%
VaR 1 Y	-3.45%	-3.45%
Average Drawdown	-1.92%	-1.92%
Sharpe Ratio	-0.96%	-0.96%
Sterling Ratio	0.33%	0.33%
Sortino Ratio	-0.29%	-0.29%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Methodology

For Any Question Join Our Group On Facebook

Credit Risk Fund Category Performance Analysis

Return Chart (Regular Plan)

_{Click on + to See Details}

Returns (Regular Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Idfc Credit Risk Fund	0.08	1	0.06	14	0.45	15	2.09	14	3.11	13	5.87	13	5.09	14	6.01	8
Kotak Credit Risk Fund	0.08	2	0.24	2	0.54	11	2.43	7	3.11	14	5.29	14	5.05	15	5.73	9
Invesco India Credit Risk Fund	0.05	3	0.10	6	0.59	10	5.79	1	6.91	1	9.27	2	5.27	13	3.36	12
Icici Prudential Credit Risk Fund	0.05	4	0.18	3	0.49	14	2.47	6	3.62	9	6.91	6	7.10	9	7.58	1
Hdfc Credit Risk Debt Fund	0.05	5	0.03	15	0.74	4	2.39	9	3.69	8	6.75	8	7.52	7	7.52	2
Sbi Credit Risk Fund	0.04	6	0.10	9	0.70	5	3.76	2	5.08	2	8.10	3	6.89	10	6.94	4
Aditya Birla Sun Life Credit Risk Fund	0.04	7	0.24	1	0.82	2	2.40	8	3.78	7	9.55	1	8.33	6	6.48	6
Axis Credit Risk Fund	0.04	8	0.10	8	0.67	7	2.39	10	3.82	6	6.81	7	6.35	12	6.06	7
Uti Credit Risk Fund	0.03	9	0.11	5	0.65	9	2.24	12	3.53	11	6.25	12	7.32	8	-1.50	14
Franklin India Credit Risk Fund	0.02	10	0.13	4	0.85	1	2.69	5	4.70	3	6.74	9	11.03	3	6.87	5
Nippon India Credit Risk Fund	0.02	11	0.10	10	0.77	3	2.79	4	4.08	4	7.19	4	9.16	5	4.12	10
Dsp Credit Risk Fund	0.02	12	0.09	12	0.65	8	2.88	3	4.00	5	6.31	11	6.85	11	4.07	11
Baroda Bnp Paribas Credit Risk Fund	0.01	13	0.09	11	0.68	6	2.16	13	3.62	10	6.94	5	11.92	2	6.94	3
Idbi Credit Risk Fund	0.01	14	0.10	7	0.53	12	2.24	11	3.42	12	6.42	10	10.01	4	3.21	13
Bank Of India Credit Risk Fund	0.01	15	0.07	13	0.50	13	1.75	15	2.78	15	5.22	15	42.95	1	-4.30	15

Returns (Direct Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Idfc Credit Risk Fund	0.08	1	0.08	13	0.54	14	2.35	14	3.59	14	6.87	12	6.10	14	7.02	7
Kotak Credit Risk Fund	0.08	2	0.25	2	0.63	11	2.69	6	3.61	13	6.32	14	6.10	15	6.76	8
Invesco India Credit Risk Fund	0.06	3	0.13	6	0.70	10	6.13	1	7.56	1	10.61	1	6.52	13	4.51	12
Icici Prudential Credit Risk Fund	0.05	4	0.19	3	0.55	13	2.64	7	3.97	10	7.64	7	7.82	9	8.33	1
Hdfc Credit Risk Debt Fund	0.05	5	0.05	15	0.79	4	2.55	10	4.01	9	7.41	8	8.14	8	8.12	2
Sbi Credit Risk Fund	0.05	6	0.11	10	0.76	5	3.93	2	5.42	2	8.78	3	7.56	11	7.63	4
Aditya Birla Sun Life Credit Risk Fund	0.05	7	0.26	1	0.90	1	2.62	8	4.24	7	10.50	2	9.25	5	7.42	5
Axis Credit Risk Fund	0.04	8	0.12	7	0.75	7	2.62	9	4.26	6	7.73	6	7.35	12	7.15	6
Uti Credit Risk Fund	0.03	9	0.13	5	0.72	9	2.45	11	3.94	11	7.10	11	8.15	7	-0.66	14
Nippon India Credit Risk Fund	0.02	10	0.11	8	0.85	3	3.00	4	4.45	5	7.93	4	9.86	4	4.81	11
Dsp Credit Risk Fund	0.02	11	0.10	12	0.72	8	3.14	3	4.51	4	7.25	9	7.75	10	4.93	10
Franklin India Credit Risk Fund	0.02	12	0.13	4	0.85	2	2.69	5	4.70	3	6.74	13	9.21	6	6.11	9
Baroda Bnp Paribas Credit Risk Fund	0.01	13	0.10	11	0.75	6	2.38	13	4.04	8	7.84	5	12.77	2	7.81	3
Idbi Credit Risk Fund	0.01	14	0.11	9	0.60	12	2.44	12	3.80	12	7.20	10	10.80	3	3.96	13
Bank Of India Credit Risk Fund	0.01	15	0.07	14	0.53	15	1.80	15	2.89	15	5.48	15	43.34	1	-4.05	15

Rolling Returns (Regular Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Credit Risk Fund	0.55	6	1.66	2	3.89	2	6.93	7	6.13	9
Axis Credit Risk Fund	0.56	3	1.47	4	2.62	7	5.28	11	6.37	7
Franklin India Credit Risk Fund	0.75	1	1.98	1	4.13	1	11.44	3	6.29	8
Boi Axa Credit Risk Fund	0.42	15	1.19	13	2.56	10	15.57	1	-29.42	15
Dsp Credit Risk Fund	0.49	11	1.27	12	3.54	3	6.83	8	4.04	10
Hdfc Credit Risk Debt Fund	0.54	7	1.33	9	2.42	12	5.67	10	8.65	1
Icici Prudential Credit Risk Fund	0.52	9	1.43	5	2.48	11	6.10	9	8.39	2
Idbi Credit Risk Fund	0.56	5	1.34	8	2.58	9	10.61	4	2.20	13
Idfc Credit Risk Fund	0.48	12	1.29	11	2.30	13	3.84	14	6.42	6
Invesco India Credit Risk Fund	0.48	13	1.15	14	2.01	14	2.90	15	3.76	11
Kotak Credit Risk Fund	0.42	14	0.93	15	1.47	15	3.95	13	6.76	5
Nippon India Credit Risk Fund	0.56	4	1.41	6	2.69	5	9.82	6	3.05	12
Sbi Credit Risk Fund	0.53	8	1.38	7	2.64	6	5.04	12	6.80	4
Uti Credit Risk Fund	0.50	10	1.30	10	2.60	8	10.24	5	-5.69	14
Baroda Bnp Paribas Credit Risk Fund	0.57	2	1.55	3	3.03	4	12.65	2	7.79	3

Rolling Returns (Direct Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Credit Risk Fund	0.63	4	1.88	1	4.35	1	7.88	6	7.07	8
Axis Credit Risk Fund	0.64	2	1.68	4	3.05	4	6.24	11	7.49	5
Franklin India Credit Risk Fund	0.75	1	1.81	2	1.73	15	7.22	8	5.25	9
Boi Axa Credit Risk Fund	0.44	15	1.27	14	2.71	12	15.89	1	-29.22	15
Dsp Credit Risk Fund	0.56	12	1.48	12	4.02	2	7.69	7	4.92	11
Hdfc Credit Risk Debt Fund	0.59	7	1.49	11	2.74	11	6.30	10	9.19	1
Icici Prudential Credit Risk Fund	0.58	10	1.60	5	2.83	9	6.80	9	9.08	2
Idbi Credit Risk Fund	0.63	5	1.52	9	2.96	8	11.37	3	2.91	13
Idfc Credit Risk Fund	0.56	13	1.53	8	2.78	10	4.85	14	7.41	7
Invesco India Credit Risk Fund	0.58	9	1.45	13	2.63	13	4.12	15	4.98	10
Kotak Credit Risk Fund	0.50	14	1.17	15	1.96	14	4.97	13	7.83	4
Nippon India Credit Risk Fund	0.62	6	1.57	6	3.01	5	10.49	5	3.72	12
Sbi Credit Risk Fund	0.58	8	1.54	7	2.96	7	5.70	12	7.47	6
Uti Credit Risk Fund	0.57	11	1.50	10	3.00	6	11.05	4	-4.88	14
Baroda Bnp Paribas Credit Risk Fund	0.63	3	1.76	3	3.46	3	13.51	2	8.63	3

Category Risk

Fund Name	VaR 1 Y _95%		Max Drawdown		Average Drawdown		Standard Deviation		Semi Deviation
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Credit Risk Fund	-0.10	1	-2.61	10	-1.44	11	2.91	8	2.05	9
Axis Credit Risk Fund	-0.50	5	-1.31	5	-0.94	7	1.64	2	1.30	4
Franklin India Credit Risk Fund	-4.11	15	-3.16	12	-1.40	10	5.62	11	3.51	13
Bank Of India Credit Risk Fund	-0.13	2	-51.83	15	-26.06	15	77.69	15	32.36	15
Dsp Credit Risk Fund	-1.07	8	-2.54	9	-0.85	6	4.31	10	1.99	8
Hdfc Credit Risk Debt Fund	-1.17	9	-2.07	8	-1.01	8	2.54	5	1.87	7
Icici Prudential Credit Risk Fund	-0.42	4	-0.67	1	-0.33	1	1.59	1	1.12	1
Idbi Credit Risk Fund	-1.55	11	-1.97	7	-1.12	9	6.21	13	2.38	10
Idfc Credit Risk Fund	-1.81	12	-1.75	6	-0.67	4	2.07	4	1.60	6
Invesco India Credit Risk Fund	-1.31	10	-0.83	3	-0.59	2	2.88	6	1.26	2
Kotak Credit Risk Fund	-3.45	14	-2.85	11	-1.92	12	2.89	7	2.40	11
Nippon India Credit Risk Fund	-0.66	6	-0.80	2	-0.73	5	3.87	9	1.45	5
Sbi Credit Risk Fund	-0.92	7	-1.21	4	-0.60	3	1.84	3	1.29	3
Uti Credit Risk Fund	-0.41	3	-8.84	14	-4.62	14	10.48	14	5.58	14
Baroda Bnp Paribas Credit Risk Fund	-2.74	13	-5.22	13	-2.85	13	5.79	12	3.13	12

Category Risk Adjusted Return/Fund Ratio

Fund Name	Sharpe Ratio		Sortino Ratio		Sterling ratio		Hurst Index	Jensen’s Alpha		Beta		R²		Treynor Ratio		Modigliani² Measure		Active Return
Fund Name	%	Rank	%	Rank	%	Rank	Hurst Index	%	Rank	Value	Rank	Value	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Credit Risk Fund	0.08	5	0.04	6	0.59	6	0.54	-3.77	8	1.56	1	0.57	3	0.00	2	3.67	4	-0.01	7
Axis Credit Risk Fund	-0.76	13	-0.24	12	0.52	9	0.49
Franklin India Credit Risk Fund	0.45	1	0.25	3	0.75	3	0.47	7.48	3	0.36	6	0.01	7	0.07	1	3.44	5	0.05	2
Bank Of India Credit Risk Fund	0.06	6	0.25	4	0.20	15	0.57	13.21	2	-0.33	7	0.00	8	-0.13	8	0.84	8	0.09	1
Dsp Credit Risk Fund	-0.36	10	-0.19	10	0.44	11	0.56
Hdfc Credit Risk Debt Fund	-0.16	8	-0.05	8	0.56	7	0.50	0.42	4	1.13	3	0.39	4	-0.00	4	4.78	3	0.01	4
Icici Prudential Credit Risk Fund	-0.25	9	-0.10	9	0.64	4	0.43	-1.32	6	1.08	4	0.67	2	-0.00	5	5.75	2	-0.01	5
Idbi Credit Risk Fund	0.39	2	0.38	1	0.82	1	0.54
Idfc Credit Risk Fund	-1.17	15	-0.36	15	0.39	12	0.49
Invesco India Credit Risk Fund	-0.55	11	-0.29	13	0.51	10	0.50	-3.13	7	1.19	2	0.24	5	-0.01	6	2.82	6	-0.01	6
Kotak Credit Risk Fund	-0.96	14	-0.29	14	0.33	14	0.48
Nippon India Credit Risk Fund	0.27	4	0.25	2	0.77	2	0.53
Sbi Credit Risk Fund	-0.59	12	-0.21	11	0.54	8	0.47	0.18	5	0.70	5	0.69	1	-0.02	7	6.81	1	-0.02	8
Uti Credit Risk Fund	-0.00	7	0.02	7	0.38	13	0.58	14.42	1	-1.53	8	0.03	6	0.00	3	1.66	7	0.02	3
Baroda Bnp Paribas Credit Risk Fund	0.36	3	0.23	5	0.62	5	0.54

Kotak Credit Risk Fund Additional Return Analysis

Kotak Credit Risk Fund Value of Investment

Plan Type	1 Day	1 Week	1 Month	3 Month	6 Month	1 Year	3 Year	5 Year
Regular Plan _{Value of 1000 Rupee}	1000.76	1002.35	1005.44	1024.33	1031.05	1052.92	1159.24	1321.48
Direct Plan _{Value of 1000 Rupee}	1000.79	1002.54	1006.32	1026.92	1036.09	1063.23	1194.43	1387.17

Fund Information

Fund Launch Date: 12/Apr/2010
Fund Category: Credit Risk Fund
Investment Objective: 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. There is no assurance that the investment objective of the Schemes will be realised.
Fund Description: An open-ended debt scheme predominantly investing in aa and below rated corporate bonds (excluding AA+ rated corporate bonds)
Fund Benchmark: Nifty Credit Risk Bond Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

For Any Question Join Our Group On Facebook

Bmsmoney Highlights

म्यूचुअल फंड के फायदे और नुकसान क्या है?

फायदा:

विविधता
व्यावसायिक प्रबंधन
पैमाने की अर्थव्यवस्थाएं (ईकानमी ऑफ स्केल)
तरलता (लिक्विडिटी)
विभिन्न प्रकार के निवेश विकल्प
स्वत: पुनर्निवेश

नुकसान:

शुल्क और व्यय
रिटर्न की कोई गारंटी नहीं
सीमित नियंत्रण
अंडरपरफॉर्मेंस की संभावना
कर (टैक्स)

Read Full Article Here

Understanding The Treynor Ratio A Comprehensive Guide For Mutual Fund Investments

The Treynor Ratio is a performance metric for mutual funds, measuring returns earned above a risk-free investment per unit of market risk.
Advantages include risk-adjusted performance evaluation, simplicity, and usefulness for diversified portfolios.
Disadvantages involve ignoring unsystematic risk, dependence on beta accuracy, and lack of consideration for current market conditions.
The Treynor Ratio is a valuable tool for informed investment decisions but should not be used in isolation.

Read Full Article Here

Understanding The Sortino Ratio In Mutual Funds, Its Advantages And Disadvantages: A Guide For Layman Investors

The Sortino Ratio is a risk-adjusted performance measure that evaluates mutual funds based on their downside volatility.
It emphasizes downside risk, making it useful for risk-averse investors concerned about capital preservation.
The Sortino Ratio helps investors choose funds aligned with their risk tolerance and investment goals.
It identifies consistent performers with better risk-adjusted returns.
However, the Sortino Ratio neglects the upside potential of investments.

Read Full Article Here

Table of Contents

Kotak Credit Risk Fund

Fund Nav

Fund Performance Analysis

Kotak Credit Risk Fund Analysis

Performance Summary of Fund

Bmsmoney Credit Risk Fund Category Rank: 15

Positive Aspects of Fund

Negative Aspects of Fund

Kotak Credit Risk Fund Performance Snapshot (Regular Plan)

Kotak Credit Risk Fund Performance vs Category Average

Top Performing Peers of Kotak Credit Risk Fund

Top Performing Funds in Credit Risk Fund Category

Kotak Credit Risk Fund Performance Snapshot (Direct Plan)

Kotak Credit Risk Fund Regular vs Direct Plan Performance

Methodology

For Any Question Join Our Group On Facebook

Credit Risk Fund Category Performance Analysis

Return Chart (Regular Plan)

Returns (Regular Plan)

Returns (Direct Plan)

Rolling Returns (Regular Plan)

Rolling Returns (Direct Plan)

Category Risk

Category Risk Adjusted Return/Fund Ratio

Kotak Credit Risk Fund Additional Return Analysis

Kotak Credit Risk Fund Value of Investment

Fund Information

For Any Question Join Our Group On Facebook

Bmsmoney Highlights

Mutual Funds Generating More Than Saving A/C Return

Mutual Funds Generating More Than Fixed Deposit Return

Mutual Funds Beating Inflation

Top Performing Equity Funds

Top Performing Debt Funds

Top Banking & Financial Services Funds

Top Consumption Funds

Top Focused Funds

Top Performing Overnight Funds

Top Performing Gilt Funds

Top Performing Credit Risk Funds

म्यूचुअल फंड के फायदे और नुकसान क्या है?

Understanding The Treynor Ratio A Comprehensive Guide For Mutual Fund Investments

Understanding The Sortino Ratio In Mutual Funds, Its Advantages And Disadvantages: A Guide For Layman Investors