Kotak Debt Hybrid Fund

Plan : Regular | Direct Add to Portfolio Compare
Assets
₹259 Cr
Expense
2.21 %
Turnover
0%
Category
Hybrid - Conser...
Benchmark
I-BEX (I-Sec So...
Underlying Asset Quality
Investment StyleLarge, Green
Different Than Benchmark
100%
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Fund Overview

Kotak Debt Hybrid Fund - Growth

Launch Date 02 Dec 2003
Benchmark I-BEX (I-Sec Sovereign Bond Index)
Riskometer Moderate
Turnover -
Type Open ended scheme
Return Since Launch 7.72%
Min. Investment ₹5000.00
Min. Additional investment ₹1000.00
Min. SIP ₹1000.00
Min. Cheques 6
Min. Withdrawal ₹1000.00
Min. Balance ₹1000.00
Exit Load 1.00%
Remark Nil for 10% of investment and 1% for remaining Investment on or before 1Y, Nil after 1Y

Investment Objective

The investment objective of the Scheme is 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. The Scheme may also use various derivative and hedging products from time to time, in the manner permitted by SEBI.

Managers

Fund Manager Devender Singhal
Sub Managers Abhishek Bisen
Puchho Befikar