Why these 4 funds from Kotak get a Bronze

Dec 12, 2018
 

Kotak Gilt Investment Fund

The fund has had an inconsistent track record. But it does boast of an experienced team and a robust investment process. Hence we believe in its ability to bounce back. You can read the brief analyst note here.

  • Star Rating: 5 stars
  • Analyst Rating: Bronze
  • Credit Quality: High
  • Interest Rate Sensitivity: Limited
  • Category: Government Bond
  • Fund Manager: Abhishek Bisen

Kotak Bond

A stable team supports the process, but performance remains inconsistent owning to its aggressive duration positioning. But we believe that the investment team can revive its position and outperform over the long term. You can read the brief analyst note here.

  • Star Rating: 5 stars
  • Analyst Rating: Bronze
  • Credit Quality: High
  • Interest Rate Sensitivity: Limited
  • Category: Medium to Long Duration
  • Fund Manager: Abhishek Bisen

 Kotak Savings Fund

The fund has not done exceptionally well. But a highly experience manager employing an established process drives our positive view on the fund. You can read the brief analyst note here.

  • Star Rating: 4 stars
  • Analyst Rating: Bronze
  • Credit Quality: High
  • Interest Rate Sensitivity: Limited
  • Category: Ultra Short Duration
  • Fund Manager: Deepak Agrawal

Kotak Bond Fund Short-Term

A robust strategy backed by a strong team and a low expense ratio makes this fund a compelling option. You can read the brief analyst note here.

  • Star Rating: 4 stars
  • Analyst Rating: Bronze
  • Credit Quality: High
  • Interest Rate Sensitivity: Limited
  • Category: Short Duration
  • Fund Manager: Deepak Agrawal
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