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you are here: Moneycontrol Mutual Funds Credit Opportunities Funds Kotak Mahindra Mutual Fund Kotak Income Opportunities Fund - Direct Plan (WD)

Kotak Income Opportunities Fund - Direct Plan (WD)

Previous Name:
Plan: Direct | Option: Dividend | Type : Open-Ended
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0 0.00 ( 0.00 %)
NAV as on 01 Jan, 1970
Crisil MF Rank
Riskometer
MODERATELY LOW
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Info

Good performance in the category

The scheme is ranked 2 in Credit Opportunities Funds category by Crisil (for quarter ended Mar 2018 ) rank unchanged from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Jan 01, 1970)
Period Returns(%) Rank#
1 Month 1.2
3 Months 1.6
6 Months 3.7
1 Year 10.9
2 Years 11.0
3 Years 11.2
5 Years - -

# Moneycontrol Rank within 57 Credit Opportunities Funds Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

No record found

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 1.2 1.6 3.7 10.9 10.9 11 11.2
Category average 0.7 1.1 2.5 5.4 7.9 8.2 6.3
Difference of Fund returns and Category returns 0.5 0.5 1.2 5.5 3 2.8 4.9
Best of Category 1 5 5.5 8 9.9 10.3 9.8
Worst of Category 0.6 0.5 1.6 4 7 7.6 7
Benchmark returns # 0 0 0 0 0 0 0
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0

Investment Information

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 credit spectrum. The schemewould also seek to maintain reasonable liquidity within the fund.rnThere is no assurance that or guarantee that the investment objective of the scheme will be achieved.

Registrars
Load Details
  • Entry Load:

    N.A

  • Exit Load:

    1.00%

  • Load Comments:

    Exit Load 1% for redemptions/switch-outs (including SIP/STP) within 1 year, from the date of allotment of units, irrespective of the amount of investment.

Contact Details
  • Regd. Office:

    N.A.

  • Tel No.:

  • Email:

  • Website:

  • Fax No.:

peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
Aditya Birla Sun Life Medium Term Plan - Institutional Plan (G) 2.60 21.5 1.1 2.5 5.1 8.4 9.1
HDFC Credit Risk Debt Fund - Regular Plan (G) 11,131.67 14.4 0.5 1.6 4.0 8.0 0.0
HDFC Credit Risk Debt Fund - Direct Plan (G) 2,635.10 15 0.7 2.0 4.9 9.0 0.0
Aditya Birla Sun Life Medium Term Plan - Direct Plan (G) 1,807.22 22.9 1.3 2.9 5.9 9.1 9.8
Reliance Credit Risk Fund - Direct Plan (G) 1,712.82 25.5 1.1 2.7 6.2 8.8 9.4
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Mar 31, 2018
Company Sector Value %Assets
Karelides Traders Private Ltd. ( backed by unconditional and irrevocable undertaking by a wholly owned subsidiary of Piramal Enterprises Ltd ) ICRA AA-(SO) 22.57 4.69
Suhani Trading and Investment Consultants Pvt Ltd ( Secured by Equity shares of Future Ratails Ltd & Future Lifestyle Fashions Ltd. ) BRICKWORK BWR A+(SO) 36.26 3.84
Reliance Jio Infocomm Ltd. CRISIL AAA 21.72 3.20
Punjab & Sind Bank ICRA A+ 30.22 2.74
Karelides Traders Private Ltd. ( backed by unconditional and irrevocable undertaking by a wholly owned subsidiary of Piramal Enterprises Ltd ) ICRA AA-(SO) 22.57 2.58
HDFC Ltd. CRISIL AAA 20.49 2.39
Manav Investment And Trading Company Ltd. ( backed by unconditional underwriting obligation by Axis Capital ) ICRA AAA 21.82 2.31
India Infoline Housing Finance Ltd. ICRA AA 25.88 2.30
Andhra Bank CRISIL AA- 20.30 2.17
Andhra Bank CRISIL AA- 20.30 2.15
Asset Allocation (%) As on Mar 31, 2018
Equity 0.00
Others 0.00
Debt 89.55
Mutual Funds 0.00
Money Market 7.11
Cash / Call 3.40
Sector Allocation (%) As on Mar 31, 2018
Sector %
No Sector Allocation Data Available
Concentration As on Mar 31, 2018
Holdings %
Top 5 17.05
Top 10 89.55
Sectors %
Top 3 0
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