Kotak Mahindra Mutual Fund offers a conservative hybrid mutual fund scheme called Kotak Debt Hybrid Fund Direct Growth. This fund was launched on January 1, 2013, making it 11 years old. The Kotak Debt Hybrid Fund Direct Growth has assets under management (AUM) of ₹2,548 Crores, making it a medium-sized fund in its category.
The fund’s equity investments are mainly in the financial, automotive, energy, consumer staples and communication sectors. It has less exposure to the financial and automobile industries than other funds in the category.
Kotak Debt Hybrid Fund Performance
The growth returns over the last year for the Kotak Debt Hybrid Fund Direct were 17.39%. It has generated 11.32% average yearly returns since its launch. Every six years, the fund doubles the fund invested in it.
The Kotak Debt Hybrid Fund Direct -Growth scheme outperforms the majority of funds in its category in terms of consistent returns. Its capacity to manage losses in a falling market is average.
Kotak Debt Hybrid Fund Returns
| Period | This fund | Category average |
|---|---|---|
| 1 month | 0.96% | 1.26% |
| 3 months | 5.44% | 4.61% |
| 6 months | 8.77% | 7.65% |
| 1 year | 17.22% | 13.65% |
| 3 years | 12.23% | 10.01% |
| 5 years | 13.25% | 10.03% |
Kotak Debt Hybrid Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
GOI
|
Sovereign | GOI Sec | 13.21% |
|
GOI
|
Sovereign | GOI Sec | 7.80% |
|
GOI
|
Sovereign | GOI FRB | 6.87% |
|
GOI
|
Sovereign | GOI Sec | 6.39% |
|
GOI
|
Sovereign | GOI Sec | 5.03% |
|
GOI
|
Sovereign | GOI Sec | 3.92% |
Kotak Debt Hybrid Fund Suitability
Conservative hybrid funds invest around a quarter of your money in equity shares and the remainder in bonds. These funds are appropriate for investors who are unable to tolerate many fluctuations in their investment value and who can tolerate higher returns that are slightly higher than those of fixed income options.
Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.