Kotak Debt Hybrid Reg Gr

Morningstar® rating
  • 46.54 -0.23%
    As on 08 Jun 2023
  • Allocation
  • Conservative Allocation
  • 1817.84 Cr
    Fund Size (As on 15 May 2023)
  • One-Time SIP

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


(07 Jun 2023)

52 Week Low


(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)

Exit Load:1.00000% if redeemed before completion of 1yr, Nil there after

  • 209

    Rank (of 245)

  • 8yrs 7m

    Doubled Money