Kotak Debt Hybrid Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 18.87 | 12.19 | 13.16 | 10.74 |
Average Rolling Returns(%) | 12.15 | 11.34 | 10.54 | 11.09 |
The Current NAV of Kotak Debt Hybrid Fund - Growth - Direct Plan is ₹59.32.
Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.
Kotak Debt Hybrid Fund - Growth - Direct Plan fund’s expense ratio is 0.50%
The process for redemption is
The AUM of Kotak Debt Hybrid Fund - Growth - Direct Plan is currently ₹2,302 Crores.
The Top three stocks are Maruti Suzuki, Power Finance Corp and Hero MotoCorp and account for 5% of its portfolio. Top 5 and 10 stocks of fund account for 7% and 12% of fund’s portfolio respectively.
Top three sectors of Kotak Debt Hybrid Fund - Growth - Direct Plan fund are Others, BFSI and Auto accounting for 84% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Conservative Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Debt Hybrid Fund - Growth - Direct Plan Fund is Hybrid - Conservative Hybrid Fund.
Devender Singhal and Abhishek Bisen manage the Kotak Debt Hybrid Fund - Growth - Direct Plan Fund.
Kotak Debt Hybrid Fund - Growth - Direct Plan current PE ratio is 31.77 and PB ratio is 5.17
The asset allocation of Kotak Debt Hybrid Fund - Growth - Direct Plan is Stocks : 24.09%, Debt : 75.88% and Gold : 0.24%
The minimum SIP amount for Kotak Debt Hybrid Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Kotak Debt Hybrid Fund - Growth - Direct Plan is Nil upto 8% of investments and 1% for remaining investments on or before 6 months, Nil after 6 months