- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Debt Hybrid Fund (G)
Kotak Debt Hybrid Fund (G)
₹ 57.181
NAV (Oct 15)
Conservative Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.
They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 57.181
NAV (Oct 15)
Fund Returns
Last 1Y | 18.4% |
Last 3Y | 9.8% |
Last 5Y | 12.2% |
Last 10Y | 10.1% |
Since Inception | 8.7% |
6 Month CAGR | 8.9% |
Scheme Information
The Scheme seeks to enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments. By investing in debt securities, the Scheme will aim at generating regular returns, while enhancement of return is intended through investing in equity and equity related securities.
Expense Ratio | 1.69 |
Launched (0y ago) | 1.69 |
AUM in Crores | 2885.6 |
ISIN | INF174K01393 |
Lock-in | - |
Benchmark | CRISIL Hybrid 85+15 Conservative Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 4.3 |
Beta | 0.7 |
Sharpe Ratio | 1.1 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Debt Hybrid Fund (G) | 9,89,095 | 2,56,483 | 12.2% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
GOI
13.8%GOI
8%GOI
7.9%GOI
4.8%GOI
4.4%Allocation by Sector
Financial
5.9%Automobile
4.7%Energy
4.1%Consumer Staples
3.7%Technology
1.6%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.7% | 15.7% | ||
14.8% | 8.4% | ||
- | 5.8% | ||
6.3% | 6.9% | ||
5.9% | 7.3% |
Kotak Debt Hybrid Fund (G) Review
Kotak Debt Hybrid Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.702% over a period of 20 years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Abhishek Bisen, Devender Singhal, Palha Khanna.
Nav of Kotak Debt Hybrid Fund (G) as of 10/15/2024 is ₹57.18 with the total AUM as of 10/16/2024 is ₹2885.6211. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Debt Hybrid Fund (G) was launched on 2003-12-02. The category risk of the fund is Average.
The minimum SIP amount for Kotak Debt Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Kotak Debt Hybrid Fund (G)?
How to invest in Kotak Debt Hybrid Fund (G)?
You can invest in Kotak Debt Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Kotak Debt Hybrid Fund (G)?
The minimum sip amount for Kotak Debt Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Debt Hybrid Fund (G) good to invest in?
As per Scripbox experts, it is a 3 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Kotak Debt Hybrid Fund (G)?
The expense ratio of the Kotak Debt Hybrid Fund (G) is 1.69% for regular plan.
What is the NAV of Kotak Debt Hybrid Fund (G)?
Today's Kotak Debt Hybrid Fund (G) NAV is ₹57.18.