Kotak Conservative Hybrid Fund - Growth Return
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- 6M
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- 5Y
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Showing Funds Performance since Sep 07, 2020
Kotak Conservative Hybrid Fund - Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹2,791 Cr
N/A
1.76
For redemption / switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 6 months from the date of allotment: Nil.If units redeemed or switched out are in excess of the limit within 6 months from the date of allotment: 1%If units are redeemed or switched out after 6 months from the date of allotment: Nil.
CRISIL Hybrid 85+15 - Conservative Index
Kotak Conservative Hybrid Fund - Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.53 | -1.07 | 1.53 |
| 6M | 2.88 | 2.76 | 11.03 |
| 1Y | 0.43 | 4.05 | 14.16 |
| 3Y | 6.86 | 11.73 | 29.58 |
Portfolio Analysis
- Equity: 23.28%
- Debt: 76.04%
- Others
About Fund Kotak Conservative Hybrid Fund - Growth
Kotak Conservative Hybrid Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Conservative Fundsscheme with Assets Under Management of ₹2,791 Crore. The fund benchmarks its performance against the CRISIL Hybrid 85+15 - Conservative Index while maintaining an expense ratio of 1.76. Under the expert guidance of Abhishek Bisen ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Abhishek Bisen
Mr. Abhishek holds B.A (Management) and MBA (Finance). He has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| UTI Conservative Hybrid Fund Growth | 2 | 1,646 CR | 1.85 |
| Franklin India Conservative Hybrid Fund - Plan A Growth | 2 | 204 CR | 1.37 |
| Kotak Conservative Hybrid Fund - Growth | 4 | 2,790 CR | 1.76 |
| Parag Parikh Conservative Hybrid Fund Growth | 5 | 3,480 CR | 0.66 |
| Baroda Conservative Hybrid Fund Growth | 0 | 29 CR | 2.13 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Conservative Hybrid Fund Growth | 0.1776 | 21.4847 |
| This FundFranklin India Conservative Hybrid Fund - Plan A Growth | 0.835 | 21.5385 |
| This FundKotak Conservative Hybrid Fund - Growth | 0.4309 | 22.0284 |
| This FundParag Parikh Conservative Hybrid Fund Growth | 3.1791 | 28.3247 |
| This FundBaroda Conservative Hybrid Fund Growth | 3.444 | 29.577 |
Kotak Conservative Hybrid Fund - Growth FAQs
- 1 Month : -1.53%
- 6 Months : 2.88%
- 1 Year : 0.43%
- 3 Years : 6.86%
