Returns (Lumpsum)
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Since Inception (Mar 2026)-0.58%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP—
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Since Inception (Mar 2026)—
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryConservative Hybrid
Plan Typeregular
Optiongrowth
AUM₹3,031 Cr
Expense Ratio1.66%
Min SIP₹100
Min Lumpsum₹100
Launch Date27 Mar 2026
AMFI Code114859
Risk Metrics
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Sharpe Ratio
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Alpha
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Max Drawdown
Performance Comparison
Performance Comparison
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View all Conservative Hybrid fundsInvestment Objective
Kotak Debt Hybrid - Growth invests 75-90% in debt instruments and 10-25% in equity, aiming to provide regular income with moderate capital appreciation. It is suitable for conservative investors seeking stable returns with limited equity exposure.
About This Fund
Kotak Debt Hybrid - Growth is a Conservative Hybrid mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹3,031 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.66%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations