Kotak Debt Hybrid - Growth

Conservative NAV 48.3086 0 27 September, 2023

Kotak Asset Management Company Limited is known to provide the best investment plan to the moderate risk takers for helping them in achieving their financial goals early, and one such scheme is Kotak Debt Hybrid Fund. It is a conservative hybrid fund that diversify the assets in a combination of debt and equities. Doing so, the mutual fund aims to provide stability of debt instruments, and high returns are targeted through equity & equity related instruments. Therefore, it is one of the best hybrid schemes that can provide good stability, better returns, and best growth.

Fund Details

Category Conservative
Fund Type Open Ended
Investment Plan Growth
Launch Date 02 December, 2003
Benchmark CRISIL MIP Blended
Asset Size(Cr) 1833.645
Turn over 492.24%
Min Investment ₹ 100
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 100
Exit Load For units in excess of 8% of the investment,1% will be charged for redemption within 180 days
Expense Ratio 1.77
Fund Manager Abhishek Bisen, Devender Singhal, Vihag Mishra
Fund House Kotak Mutual Fund

Investment Returns (As on 27 Sep, 2023)

Duration Returns Benchmark Category
1 W 0.71% 0.5% 0.55%
1 M 2.09% 2.56% 1.65%
3 M 2.17% 3.36% 1.97%
6 M 3.11% 6.35% 2.89%
1 Y 6.77% 7.87% 5.59%
2 Y 8.11% 4.87% 7.5%
3 Y 12.23% 4.97% 10.34%
5 Y 9.07% 7.61% 6.5%

Risk Mesasures (As on 27 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 4.42 1.73 3.37 0.67
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 7.19%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak Debt Hybrid - Growth 6.77% 12.23% 9.07%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 5.02% 13.87% 6.84%
Nippon India Hybrid Bond Fund-Growth Plan 7.56% 9.24% 3.23%
Axis Regular Saver Fund - Regular Plan - Growth Option 3.57% 9.1% 6.02%
DSP Regular Savings Fund- Regular Plan - Growth 4.79% 8.9% 4.8%

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Kotak Debt Hybrid Fund: Good Stability, Better Returns, Best Growth

Slow and steady wins the raise, this is however, a very apt saying in the mutual fund market as well. This mutual fund diversify 75% to 90% of the corpus in the debt instruments and 10% to 25% of the corpus in the stocks. In this manner, the fund aims to provide steady returns in the long term and thus, justifies the saying
The mutual fund was launched on 2nd December, 2002 and has given 7.57% of the returns since the date of inception. The conservative hybrid fund of Kotak has set a benchmark among the peer competitors on the basis of growth and performance. Moreover, the minimum online SIP investment required for beginning the investment journey is Rs. 1000.


Investment Style Analysis of Kotak Debt Hybrid Fund

The hybrid fund of Kotak follows a unique investment strategy and diversify the assets in lesser number of securities & stocks rather than pooling in large numbers. Thus, a focused approach towards asset selection has played a vital role in the remarkable growth of Kotak Debt Hybrid Fund- Regular Plan. In case of debt market, the fund manager, Mr. Abhishek Bisen and Mr. Devender Singhal targets the securities having high credit quality and medium interest rate sensitivity for stable growth. On the other hand, in case of stock/equities the mutual fund targets the growth stock of large cap companies. In this way, the scheme maintains a balance between risk and returns and that is why it is the best mutual fund investment.


Portfolio Management of Kotak Debt Hybrid Fund

Portfolio Management is an important characteristic that decides the future growth prospect of the scheme. Thus, it is necessary that a mutual fund should maintain a very tight and sound portfolio. The portfolio analysis of Kotak Debt Hybrid Fund promises of a successful future growth prospect. Among the debt instruments, the mutual fund allocates a significant percentage of assets to the cash equivalents, AAA, A (and below), AA, and A1+ credit quality papers followed by SOVs and term deposits. Moreover, targeting the growth stocks of large cap companies helps in surging better risk-adjusted returns.


An Overview of the Past Performance of Kotak Debt Hybrid Fund

Over the years, the scheme has provided excellent returns and has achieved a milestone. The 5, 7, and 10-year annualized returns of the mutual fund is 9.23%, 9.14%, and 8.87%, respectively. The conservative hybrid fund of Kotak Mutual Fund has provided extraordinary returns in the long term and have surpassed the benchmark and category’s average by a huge margin.
If you are an investor with low risk appetite, then it is one of the best investment plans to begin the investment journey. Moreover, for a safe roller coaster ride, you should consider using SIP Return Calculator before investing.


Who Should Invest in Kotak Debt Hybrid Fund?

Returns are important but not a sole criteria to be considered before investing in any mutual fund. An investor should always know his risk appetite beforehand and then start investing. In case of Kotak Debt Hybrid Fund, the investors having moderate risk appetite can pool his money in this fund. If you are also an investor in search of regular income through mutual funds without exposing your corpus towards risk, then you should also consider investing in this top recommended scheme of Kotak.

The scheme is again a good pick for the investors having long term investment perspective.


Top 3 Advantages of Investing in Kotak Debt Hybrid Fund

  1. Stability with High Returns: Kotak Debt Hybrid Fund provides a privilege to the Indian investors to enjoy the stability of debt instruments and high returns of the equities.
  2. Low Risk: The hybrid scheme of Kotak AMC diversify large percentage of assets in the debt instruments which makes it a low risky fund than the pure equity funds.
  3. Experienced Fund Manager: The fund managers, Mr. Abhishek Bisen and Mr. Devender Singhal have great expertise in the finance management and thus, your hard earned money are in the safe hands.

Reading so far, you must have acquired all the basic details about Kotak Debt Hybrid Fund which is one of the best schemes of Kotak AMC. Thus, if you are an investor with moderate risk appetite and want to earn stable returns, then you should start your online SIP in this mutual fund now.

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