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  2. Kotak Debt Hybrid - Growth - Direct

Kotak Debt Hybrid - Growth - Direct

(Erstwhile Kotak Monthly Income Plan - Growth - Direct)

Category: Hybrid: Conservative
Launch Date: 01-01-2013
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 85+15 Conservative Index
Expense Ratio: 1.07% As on (31-05-2018)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 348.95 Cr As on (30-06-2018)
Turn over: 24.23%
NAV as on


CAGR Since Inception


PERFORMANCE of Kotak Debt Hybrid - Growth - Direct

Scheme Performance (%)

Data as on - 14-08-2018

Yearly Performance (%)

Fund Managers

Mr. Abhishek Bisen, Mr. Devender Singhal

Mr. Bisen is a BA and MBA in Finance. Prior to joining Kotak AMC, Abhishek 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.

Investment Objective

The scheme aims to enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments.

RETURNS CALCULATOR for Kotak Debt Hybrid - Growth - Direct

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.



Key Performance and Risk Statistics of Kotak Debt Hybrid - Growth - Direct

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Debt Hybrid - Growth - Direct 4.67 1.99 5.24 0.85 7.71 6.75
Hybrid: Conservative

PEER COMPARISION of Kotak Debt Hybrid - Growth - Direct

Data as on - 14-08-2018
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PORTFOLIO ANALYSIS of Kotak Debt Hybrid - Growth - Direct

Asset Allocation (%)

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