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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹3,044 Cr

Lock In Period

N/A

Expense Ratio

1.66

Benchmark

CRISIL Hybrid 85+15 - Conservative Index

Exit Load

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.

Summary

Latest details for Kotak Debt Hybrid Fund - Growth include a ₹59.383 NAV as of Feb 20,2026 and returns since inception of 33.55%. Minimum investments start at SIP ₹100. The Kotak Debt Hybrid Fund - Growth AUM is ₹3,044 Cr, with a lock-in of N/A years, expense ratio of 1.66%, and benchmark CRISIL Hybrid 85+15 - Conservative Index. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

  • Equity:
  • Debt:
  • Others
As on: 2026-01-31
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About Fund

Kotak Debt Hybrid Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Conservative Fundsscheme with Assets Under Management of ₹3,044 Crore. The fund benchmarks its performance against the CRISIL Hybrid 85+15 - Conservative Index while maintaining an expense ratio of 1.66. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundHSBC Conservative Hybrid Fund Growth2138.11 CR2.14
This FundDSP Regular Savings Fund Growth2182.7 CR1.21
This FundHDFC Hybrid Debt Fund - Growth43321.63 CR1.75
This FundSBI Conservative Hybrid Fund Growth39760.91 CR1.54
This FundKotak Debt Hybrid Fund - Growth43043.65 CR1.66
Fund Name1Y3Y
This FundHSBC Conservative Hybrid Fund Growth7.921632.1022
This FundDSP Regular Savings Fund Growth8.104332.8235
This FundHDFC Hybrid Debt Fund - Growth6.894633.0341
This FundSBI Conservative Hybrid Fund Growth9.323233.4332
This FundKotak Debt Hybrid Fund - Growth6.887733.5515

FAQs

Kotak Debt Hybrid Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Debt Hybrid Fund - Growth is 1.66. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Debt Hybrid Fund - Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Kotak Debt Hybrid Fund - Growth are updated daily based on NAV of ₹ 59.383 as on Feb 20,2026. Since inception, the return has been 33.55%.

You can invest in Kotak Debt Hybrid Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Debt Hybrid Fund - Growth is ₹3,044 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Debt Hybrid Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500