FAQ : Kotak Debt Hybrid Fund - Growth

Kotak Debt Hybrid Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 17.32 10.69 11.73 9.37
Average Rolling Returns(%) 10.71 10.21 9.59 8.84

The Current NAV of Kotak Debt Hybrid Fund - Growth is ₹51.87.

You should look for a fund with better more consistent performance track record. 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 fund’s expense ratio is 1.72%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Debt Hybrid Fund - Growth 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 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 Fund is Hybrid - Conservative Hybrid Fund.

Devender Singhal and Abhishek Bisen manage the Kotak Debt Hybrid Fund - Growth Fund.

Kotak Debt Hybrid Fund - Growth current PE ratio is 31.77 and PB ratio is 5.17

The asset allocation of Kotak Debt Hybrid Fund - Growth is Stocks : 24.09%, Debt : 75.88% and Gold : 0.24%

The minimum SIP amount for Kotak Debt Hybrid Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak Debt Hybrid Fund - Growth is Nil upto 8% of investments and 1% for remaining investments on or before 6 months, Nil after 6 months

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