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Kotak Debt Hybrid - Growth

  • Hybrid
  • Conservative
  • Moderately High
  • Current NAV

    ₹51.87 0.1086%

    18-03-2024
  • Annual Returns

    16.83%

  • Min. SIP ₹100

    Min. Investment ₹100

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Calculate SIP Returns of Kotak Debt Hybrid - Growth

Monthly SIP Target Amount

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I can wait for

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Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W -1.1% -0.62% 0.1%
1M -0.82% 0.28% 1.21%
3M 2.8% 2.29% 3.03%
6M 7.53% 5.3% 4.25%
1Y 16.83% 13.43% 9.71%
2Y 10.91% 9.3% 6.46%
3Y 10.55% 8.72% 6.17%
5Y 11.14% 7.97% 7.29%
ALL 8.45% 8.65% 6.38%

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Risk scale

Moderately High

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Fund Managers

Devender Singhal
Devender Singhal

Fund Manage - 13

Total AUM. - 0Cr.

Abhishek Bisen
Abhishek Bisen

Fund Manage - 34

Total AUM. - 0Cr.

Palha Khanna
Palha Khanna

Fund Manage - 19

Total AUM. - 165698Cr.

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Portfolio Analysis

Equity25.03% Debt70.01% Others4.71%

Market Cap

Top 5 Sectors

Financial

Automobile

Energy

Consumer Staples

Materials

Top 5 Companies

Power Finance Corporation Ltd.

Maruti Suzuki India Ltd.

Hero Motocorp Ltd.

HDFC Bank Ltd.

NTPC Ltd.

Market Cap

Top 5 Sectors

Sovereign

Financial

Energy

Communication

Capital Goods

Top 5 Companies

7.18% GOI 24/07/2037

GOI% 22/09/2033

7.26% GOI 06/02/2033

7.25% GOI 12/06/2063

7.17% GOI 17/04/2030

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From

Kotak Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
Kotak Multicap Fund-Regular Plan-Growth -3.3% 7.3% 20.22% 55.26% 0%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option -0.21% 11.64% 25.8% 54.93% 0%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth 0.03% 6.35% 16.39% 47.3% 0%
Kotak India EQ Contra Fund - Growth -2.09% 6.67% 19.84% 46.63% 19.15%
Kotak Manufacture in India Fund - Regular Plan IDCW Option -0.07% 8.37% 14.07% 43.48% 0%
Kotak Manufacture in India Fund - Regular Plan Growth -0.07% 8.37% 14.07% 43.48% 0%
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth -0.6% 8.41% 16.11% 42.9% 22.53%
Kotak Pioneer Fund- Regular Plan- Growth Option -0.02% 4.54% 12.75% 41.75% 0%
Kotak Equity Opportunities Fund - Growth -0.26% 4.91% 11.85% 38.49% 18.63%
See More About Kotak Mutual Fund

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Suitability

This fund is suitable for those investors
  • PurposePurpose
  • Ideal for a wide range of investors seeking investment opportunities from short to long periods, offering a versatile approach to wealth accumulation.
  • StrategyStrategy
  • Utilizes a combination of equity and debt investments, dynamically adjusting the mix to respond to market conditions, aiming to optimize returns while minimizing risk.
  • DurationDuration
  • A recommended minimum investment period of 1-3 years allows investors to benefit from both the growth potential of equities and the stability of fixed-income securities through various market phases.
  • Risk ToleranceRisk Tolerance
  • Anticipates low volatility due to the diversified blend of equities and fixed-income securities, with the fund
  • Returns ExpectationReturns Expectation
  • Targets a balanced compounded annual growth rate (CAGR) of 10-15%, offering a harmonious blend of stability and growth potential.

Frequently Asked Questions

What is the current NAV of Kotak Debt Hybrid - Growth?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Kotak Debt Hybrid - Growth as of 18-03-2024 is 51.868.

What is the expense ratio of Kotak Debt Hybrid - Growth?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of Kotak Debt Hybrid - Growth?

Kotak performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of Kotak Debt Hybrid - Growth?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Kotak Debt Hybrid - Growth is Rs 2188.53 Crs.

Is Kotak Debt Hybrid - Growth a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in Kotak Debt Hybrid - Growth?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of Kotak Debt Hybrid - Growth?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Automobile, Energy, Consumer Staples, Materials.

How to start online SIP in Kotak Debt Hybrid - Growths?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in Kotak Debt Hybrid - Growth?

Redeeming your investments in Kotak Debt Hybrid - Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Abhishek Bisen, Devender Singhal, Palha Khanna, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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