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Value Research Rating
As on 25-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Kotak Debt Hybrid Fund - Direct Plan
|
|
|
Moderately High
|
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0.45 |
|
|
|
Moderately High
|
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0.61 |
||
 |
|
Moderately High
|
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0.92 |
||
|
|
Moderately High
|
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1.30 |
||
|
|
Moderately High
|
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0.57 |
1 min read•By News Desk
Kotak Debt Hybrid Fund - Direct Plan invests 75-90 per cent of its assets in bonds and the remaining 10-25 per cent in equity stocks.
Mutual funds can be bought directly from the website of the fund house. For instance, Kotak Debt Hybrid Fund - Direct Plan fund can be purchased from the website of Kotak Mahindra Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Kotak Debt Hybrid Fund - Direct Plan is ₹54.4882 as of 26-Sep-2023.
The AUM of Kotak Debt Hybrid Fund - Direct Plan Fund is ₹1,975 Cr as of 31-Aug-2023
The riskometer level of Kotak Debt Hybrid Fund - Direct Plan is Moderately High. See More
| Company | Percentage of Portfolio |
|---|---|
|
1.71
|
|
|
1.43
|
|
|
1.35
|
|
|
1.23
|
|
|
1.12
|
As of 31-Aug-2023, Kotak Debt Hybrid Fund - Direct Plan had invested 68.41% in Debt, 24.59% in Equity and 7% in Cash & Cash Eq. See More
Kotak Debt Hybrid Fund - Direct Plan is 10 years 9 months old. It has delivered 10.74% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
11.67%
|
12.96%
|
11.93%
|
9.95%
|
11.61%
|
10.74%
|
The minimum SIP amount of Kotak Debt Hybrid Fund - Direct Plan is ₹100.
No, There is no lock in period in Kotak Debt Hybrid Fund - Direct Plan.
The expense ratio of Kotak Debt Hybrid Fund - Direct Plan is 0.45%.
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