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17786
20327
Kotak Conservative Hybrid Fund - Direct (G)
9.22
5.10
9.20
-0.16
0.38
2.84
1.31
10.38
5
1.55
9.2
Kotak Conservative Hybrid Fund - Direct (G)
1.55
9.2
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    70.15

    28 Aug 2026

  • -0.01%

     1 Day

  • 9.22%

    3Y CAGR returns

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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.6114%

    Expense Ratio

  • 4

     Rating

  • 2,860 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 28 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 5.10%
  • 9.22%
  • 9.20%
  • 10.38

Scheme Allocation

By Holding By Sector By Asset
14.06%
7.23%
6.73%
3.77%
3.50%
64.71%
View All

Advance Ratio

  • 3.38Alpha
  • 1.54SD
  • 0.35Beta
  • 0.69Sharpe

Exit Load & Tax Implication

  • 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. 1.00% - If units redeemed or switched out are in excess of the limit within 6 Months from the date of allotment. Nil - If units are redeemed or switched out on or after 6 Months from the date of allotment.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

To enhance returns over a portfolio of debt instrument with a moderate exposure in equity and equity related instruments.

Fund Managers

Abhishek Bisen

Risk-o-meter

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moderate Moderate Moderately
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High

Peer Comparison

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More Funds from Kotak Mahindra Mutual Fund

20327
  • Fund Name

AMC Contact Details

  • Address :
  • 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
    • Contact :
    • +91022 61152100
    • Email ID :
    • fundaccops@kotakmutual.com
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