Kotak Debt Hybrid - Growth
(Erstwhile Kotak Monthly Income Plan - Growth)
| Category: Hybrid: Conservative |
| Launch Date: 02-12-2003 |
| Asset Class: Mixed Asset |
| Benchmark: S&P BSE India 10 Year Sovereign Bond |
| Expense Ratio: 2.21% As on (29-02-2020) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 253.87 Cr As on (29-02-2020) |
| Turn over: 24.23 |
30.9381
0.47 (1.5331%)
7.16%
S&P BSE India 10 Year Sovereign Bond 6.44%
PERFORMANCE of Kotak Debt Hybrid - Growth
Scheme Performance (%) Data as on - 27-03-2020
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Kotak Debt Hybrid - Growth | 0.85 | 3.55 | 5.95 | 7.67 | 7.16 |
| S&P BSE India 10 Year Sovereign Bond | 17.08 | 6.19 | 8.46 | 6.9 | 6.44 |
| Hybrid: Conservative | -2.14 | 2.83 | 4.79 | 7.03 | 7.74 |
Yearly Performance (%)
Fund Managers
Abhishek Bisen,Devender Singhal
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
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
Riskometer
Key Performance and Risk Statistics of Kotak Debt Hybrid - Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Kotak Debt Hybrid - Growth | 4.64 | 1.75 | 4.09 | 0.85 | 7.69 | 6.07 |
| Hybrid: Conservative | - | - | - | - | - | - |
PEER COMPARISION of Kotak Debt Hybrid - Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Kotak Debt Hybrid - Growth | 02-12-2003 | 0.85 | 2.03 | 3.55 | 5.95 | 7.67 |
| BARODA CONSERVATIVE HYBRID FUND - Plan A - Growth Option | 08-09-2004 | 9.37 | 7.4 | 6.79 | 6.82 | 7.43 |
| Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth | 24-04-1988 | 4.47 | 5.63 | 5.18 | 5.65 | 7.82 |
| LIC MF Debt Hybrid Fund-Regular Plan-Growth | 01-06-1998 | 4.23 | 4.25 | 4.45 | 5.4 | 5.98 |
| BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth Option | 23-09-2004 | 2.57 | 4.09 | 4.81 | 5.74 | 7.35 |
| ICICI Prudential Regular Savings Fund - Plan - Growth | 01-03-2004 | 2.34 | 4.89 | 6.13 | 7.34 | 9.04 |
| L&T Conservative Hybrid Fund- Regular Plan - Growth | 31-07-2003 | 1.43 | 3.27 | 3.8 | 4.83 | 6.42 |
| Indiabulls Savings Income Fund-Regular Plan-Growth Option | 02-12-2015 | 0.81 | 2.51 | 7.21 | 0.0 | 0.0 |
| HSBC Regular Savings Fund - Growth | 24-02-2004 | 0.5 | 2.26 | 2.97 | 4.78 | 7.13 |
| IDFC Regular Savings Fund -Regular Plan-Growth | 05-02-2010 | 0.16 | 2.64 | 3.41 | 5.4 | 7.73 |