Kotak Debt Hybrid Reg Gr
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. There is no assurance that the investment objective of the Schemes will be realised.
| Min SIP Amount | 1000.00 |
| Expense Ratio | 1.77% |
| Min Lumpsum Amount | 5000.00 |
| Lock in Period | NA |
| Risk | Moderately High risk |
| Launch Date | 02 Dec 2003 |
| Benchmark Name | CRISIL Hybrid 85+15 - ConservativeTR INR |
52 Week High
46.65%
(07 Jun 2023)
52 Week Low
41.19%
(20 Jun 2022)
| Durations | 1 Yr. | 3 Yr. | 5 Yr. | Since Inspection |
|---|---|---|---|---|
| Annualised Returns | 11.18 | 11.95 | 9.68 | 8.20 |
| Absolute Returns | 0.00 | 0.00 | 58.73 | 365.44 |
Fund Manager:
Mr. Abhishek Bisen (Since 15 Apr 2008)