Kotak Debt Hybrid Direct Growth
Min amount: ₹1,000
- Fund Summary
- More about Fund
- Related funds
- Why Cleartax
|Risk||Moderately High risk|
|Fund Type||Conservative Allocation|
|Exit Load||1% for 365 Days|
More about this fund
|6.22% Govt Stock 2035||13.34%|
|5.15% Govt Stock 2025||11.55%|
|6.79% Govt Stock 2027||5.54%|
|Power Finance Corporation Ltd.||5.42%|
|06.72 KL SDL 2027||2.71%|
|National Bank For Agriculture And Rural Development||2.15%|
|National Cooperative Development Corporation||2.12%|
About Kotak Debt Hybrid Fund
Kotak Debt Hybrid Fund is an open-ended hybrid fund that attempts to enhance the returns over a portfolio of debt instruments along with a moderate exposure to equity and equity-related instruments. The portfolio is a mix of high credit debt market securities across issuers and money market instruments that are at the shorter end of the yield curve. This reduces the interest rate risk for the fund and optimises the carry yield.
Pros and Cons of Kotak Debt Hybrid Fund
The one-year, three-year, and five-year returns of Kotak Debt Hybrid Fund are higher than that of the category-average returns as observed from the historical pattern. The risk-adjusted return of the fund is lower than that of the category. Since this is a hybrid fund with a dynamic portfolio, a portion of it is held for a longer term, while the remaining portion is actively churned out.
Fund Information and Statistics
i) Inception/Launch Date
Kotak Debt Hybrid Fund was rolled out on 2 December 2003.
ii) Risk Level
A moderate risk profile is associated with Kotak Debt Hybrid Fund. This is because the fund invests in debt instruments along with a moderate exposure in equity and equity-related instruments.
Though a lock-in period is not applicable to the principal invested in the fund, an exit load may be charged if you redeem fund units within a year from the date of allotment. That means you can redeem the fund units at any time, at the cost of exit load if applicable.
iv) Fund Manager
Mr Devender Singhal and Mr Abhishek Bisen are the current Fund Managers for the fund.
v) Entry/Exit Load
Entry load is not charged upon the purchase of mutual fund units. However, an exit load of 1% is chargeable when you redeem/switch out units in excess of 8% of the initial investment amount within one year from the date of allotment. After completing one year, no exit load is applicable.
About Kotak Mahindra Mutual Fund
Kotak Mahindra Assets Management Company Limited (KMAMC) began its operations in December 1998. While the sponsor for the AMC is Kotak Mahindra Bank Limited, the trustee company is Kotak Mahindra Trustee Co. Limited. The AMC offers about 94 different folios to its customers as on 30 June 2020.
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Frequently Asked Questions
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Min amount: ₹1,000
All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns