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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹0 & Lump. ₹5000

AUM (Fund size)

₹104 Cr

Lock In Period

N/A

Expense Ratio

2.25

Benchmark

Crisil MIP Blended Index

Exit Load

Nil

Summary

Latest details for Kotak Hybrid Fixed Term - Series 2 Growth include a ₹ NAV as of Apr 26,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The Kotak Hybrid Fixed Term - Series 2 Growth AUM is ₹104 Cr, with a lock-in of N/A years, expense ratio of 2.25%, and benchmark Crisil MIP Blended Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.66% and a category best of 297.26%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.66297.26
6M0.000.86315.31
1Y0.003.85339.02
3Y0.0011.6355.84

Portfolio Analysis

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About Fund

Kotak Hybrid Fixed Term - Series 2 Growth managed by Kotak Mahindra Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹104 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 2.25. 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 NameRatingsAUMExpense Ratio
This FundICICI Prudential Capital Protection Oriented Fund VIII - Plan J Growth040.98 CR1.99
This FundSBI Dual Advantage Fund - Series XXVIII Growth01003.5 CR1.09
This FundKotak Hybrid Fixed Term - Series 2 Growth0103.91 CR2.25
Fund Name1Y3Y
This FundICICI Prudential Capital Protection Oriented Fund VIII - Plan J Growth9.43090
This FundSBI Dual Advantage Fund - Series XXVIII Growth11.08850
This FundKotak Hybrid Fixed Term - Series 2 Growth

FAQs

Kotak Hybrid Fixed Term - Series 2 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 Hybrid Fixed Term - Series 2 Growth is 2.25. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Hybrid Fixed Term - Series 2 Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Kotak Hybrid Fixed Term - Series 2 Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Kotak Hybrid Fixed Term - Series 2 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 Hybrid Fixed Term - Series 2 Growth is ₹104 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Hybrid Fixed Term - Series 2 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