Kotak Debt Hybrid
Conservative Hybrid Fund · Kotak Mahindra Asset Management Company Limited.
Among the 104 similar conservative hybrid funds we track, this one has grown money faster than most. ₹1 lakh invested 5 years ago would be about ₹1.5 lakh today. Investing ₹10,000 every month for the last 10 years would have put in ₹12.1 lakh and grown it to about ₹20 lakh. Be warned: in its worst stretch, ₹1 lakh briefly shrank to about ₹88,200. Its ride has historically been comparatively steady.
New to fund research? Start with the 5-minute guide. The detailed numbers below back all of this up.Kotak Debt Hybrid is a conservative hybrid fund from Kotak Mahindra Asset Management Company Limited.. It has a track record of about 13.6 years. As of the latest data it carries an RS rating of 83/99 (its recent momentum versus category peers) and a King Score of 88/100 (a long-term quality composite). The current NAV is ₹69.53 (as of 2026-09-16).
Growth of ₹100 - last 5 years
Kotak Debt Hybrid returns: last 1, 3, 5 and 10 years
| Period | This fund | Category average |
|---|---|---|
| 1 month | -1.48% | -1.31% |
| 3 months | 0.9% | 0.56% |
| 6 months | 2.15% | 1.87% |
| 1 year | 3.1% | 2.45% |
| 3 years (CAGR) | 8.45% | 6.88% |
| 5 years (CAGR) | 8.34% | 6.5% |
| 10 years (CAGR) | 9.59% | 6.97% |
The last 10 years return of Kotak Debt Hybrid works out to 9.59% a year (CAGR) - ₹1 lakh invested 10 years ago would be about ₹2.5 lakh today. The last 5 years return is 8.34% a year (₹1 lakh → ₹1.5 lakh), and the last 3 years return is 8.45% - ahead of its category's 6.88% average by 1.6 points. Its trailing one-year return is 3.1%. Trailing returns flatter or disappoint depending on the end date you pick - the year-by-year and rolling-return sections below are a fairer read.
Year-by-year returns
| Year | Kotak Debt Hybrid | Benchmark |
|---|---|---|
| 2018 | +1.2% | -3.4% |
| 2019 | +12.4% | +7.7% |
| 2020 | +15.2% | +16.7% |
| 2021 | +14.8% | +30.2% |
| 2022 | +5.7% | +3.0% |
| 2023 | +15.4% | +25.8% |
| 2024 | +12.8% | +15.2% |
| 2025 | +6.5% | +6.7% |
| 2026 | +0.4% | -5.8% |
Kotak Debt Hybrid beat its benchmark in 4 of the last 9 calendar years. A below-par hit-rate versus its own index is worth weighing against its other strengths. Consistency against the benchmark matters more than any single great year.
Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.
What a monthly SIP in Kotak Debt Hybrid would have made
A ₹10,000-a-month SIP, using this fund's actual NAV history. SIP returns (XIRR) differ from lumpsum CAGR because your money goes in gradually, averaging your entry price.
| SIP duration | You invested | It became | XIRR |
|---|---|---|---|
| 3 years | ₹370,000 | ₹401,782 | 5.43% |
| 5 years | ₹610,000 | ₹744,343 | 7.89% |
| 10 years | ₹1,210,000 | ₹1,998,139 | 9.68% |
Over 10 years, ₹1,210,000 invested in monthly instalments would have grown to about ₹1,998,139 - an XIRR of 9.68%. Figures are pre-tax and assume you stayed invested throughout.
Risk & drawdowns
| Measure | This fund | Category average |
|---|---|---|
| Worst drawdown (lifetime) | -11.8% | -11.61% |
| Worst drawdown (3Y) | -3.96% | -4.03% |
| Volatility (1Y) | 5.24% | 4.86% |
| Sharpe (3Y) | 0.4 | 0.19 |
| Sortino (3Y) | 0.65 | 0.4 |
| Beta (3Y) | 0.3 | 0.23 |
| Alpha (3Y) | 1.17% | -0.09% |
| Up capture | 35.7% | 29.01% |
| Down capture | 21.4% | 16.89% |
| Bull-market return | 13.7% | 10.41% |
| Bear-market return | -3.0% | -3.26% |
Timing matters more than people admit: the best possible 1-year stretch in Kotak Debt Hybrid (starting 2020-03-23) gained 30.9%, while the worst (starting 2017-10-26) lost 2.2%. The worst peak-to-bottom fall Kotak Debt Hybrid has ever put investors through is -11.8% - the real test of whether you'd have stayed invested. In falling markets (Nifty below its 200-day average) it has returned about -3.0% annualised, versus 13.7% in rising markets. It has captured roughly 35.7% of its benchmark's up-moves and 21.4% of its down-moves.
How Kotak Debt Hybrid behaves when markets fall
When the market is falling (the Nifty below its 200-day average), Kotak Debt Hybrid has historically returned about -3.0% annualised, versus roughly 13.7% when the market is rising. Its deepest fall on record is -11.8%. Right now it sits about 1.5% below its all-time high (last hit 2026-08-13). The real question isn't the average year - it's whether you could hold on through the worst one.
How Kotak Debt Hybrid ranks in its category
Percentile versus its ~104 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.
Consistency (rolling returns)
| Measure | Value |
|---|---|
| Median 3Y rolling CAGR | 11.38% |
| 3Y windows positive | 100.0% |
| Worst 3Y window | 4.54% |
| 3Y windows beating Nifty 500 | 19.4% |
| Median 5Y rolling CAGR | 10.66% |
| Median 10Y rolling CAGR | 10.96% |
Instead of one lucky start date, rolling returns test every start date. Across all 3-year windows in its history, Kotak Debt Hybrid returned a median of 11.38% a year, and 100.0% of those windows were positive.
What Kotak Debt Hybrid holds
Its latest monthly portfolio disclosure. This is what your money actually owns.
Top holdings
Sector allocation
The top 10 holdings make up 10.9% of the portfolio, across 45 stocks. A higher concentration means the fund's fortunes ride on fewer names.
Portfolio overlap with similar funds
Kotak Debt Hybrid shares ICICI Prudential Regular Savings Fund (1%), BARODA BNP PARIBAS Conservative Hybrid Fund (0%), Parag Parikh Conservative Hybrid Fund (0%) of its portfolio with these category peers (overlap = the slice of the two portfolios invested in the same stocks). The lower the overlap, the more genuinely different the portfolios are.
Who manages Kotak Debt Hybrid - and how good are they?
Kotak Debt Hybrid is managed by Abhishek Bisen and Shibani Kurian. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.
Abhishek Bisen's full record
Abhishek Bisen currently runs 58 funds, across Conservative Hybrid Fund, Dynamic Asset Allocation or Balanced Advantage, Dynamic Bond, Equity Savings and more, with about ₹126,446 Cr under management. The book's average King Score is 67.3/100. Their strongest fund by King Score is Kotak Dynamic Bond Fund (92/100); Kotak Debt Hybrid ranks #2 of 58 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kotak Dynamic Bond Fund | 96 | 92 | 2.2% | 4.0% | 6.7% | 7.8% | 6.6% | 7.8% | 0.49 | 9.0% | -3.2% |
| 2 | Kotak Debt Hybrid (this page) | 83 | 88 | 0.9% | 2.1% | 3.1% | 8.4% | 8.3% | 9.6% | 0.4 | 11.4% | -11.8% |
| 3 | Kotak Bond Fund | 94 | 85 | 1.4% | 3.0% | 5.0% | 7.1% | 6.1% | 6.9% | 0.24 | 7.5% | -9.9% |
| 4 | Kotak Manufacture in India Fund | 81 | 83 | 5.2% | 15.6% | 14.3% | 19.1% | n/a | n/a | 0.76 | 22.2% | -22.3% |
| 5 | Kotak Equity Savings Fund | 87 | 82 | 1.3% | 4.2% | 4.3% | 9.9% | 9.9% | 9.9% | 0.56 | 10.4% | -16.5% |
| 6 | Kotak Business Cycle | 65 | 79 | 2.3% | 13.2% | 2.6% | 14.4% | n/a | n/a | 0.55 | 18.7% | -18.4% |
| 7 | Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund | 79 | 77 | 1.5% | 2.8% | 6.2% | 7.4% | n/a | n/a | 1.09 | 7.7% | -3.6% |
| 8 | Kotak Nifty SDL Plus AAA PSU Bond Jul 2028 60 40 Index Fund | 75 | 77 | 1.4% | 2.7% | 5.8% | 7.4% | n/a | n/a | 0.81 | 7.8% | -0.6% |
| 9 | Kotak Multicap Fund | 37 | 77 | -0.0% | 7.6% | 3.7% | 15.8% | n/a | n/a | 0.54 | 24.6% | -21.0% |
| 10 | Kotak Nifty Financial Services Ex-Bank Index Fund | 50 | 75 | -1.0% | 5.1% | 3.3% | 14.9% | n/a | n/a | 0.4 | n/a | -17.1% |
| 11 | Kotak Silver ETF Fund of Fund | 96 | 72 | -8.4% | -9.1% | 76.5% | 45.2% | n/a | n/a | 0.87 | 47.2% | -35.7% |
| 12 | Kotak Balanced Advantage Fund | 78 | 71 | 0.4% | 4.1% | 1.7% | 9.0% | 8.8% | n/a | 0.3 | 12.8% | -26.3% |
| 13 | Kotak Banking & Financial Services Fund | 44 | 70 | -1.8% | 4.6% | 4.9% | 11.5% | n/a | n/a | 0.28 | 14.7% | -16.5% |
| 14 | Kotak US Specific Equity Passive FOF | 74 | 68 | -3.8% | 21.2% | 31.1% | 30.0% | 19.8% | n/a | 1.1 | 21.5% | -29.1% |
| 15 | Kotak Gold Fund | 86 | 65 | 0.8% | -2.6% | 37.1% | 35.6% | 24.9% | 16.3% | 1.33 | 10.6% | -26.3% |
| 16 | Kotak Multi Asset Omni FOF | 32 | 65 | -0.7% | 2.3% | 6.5% | 14.3% | 14.3% | 15.1% | 0.72 | 18.3% | -22.8% |
| 17 | Kotak Nifty Smallcap 50 Index Fund | 98 | 62 | 7.2% | 24.0% | 12.1% | 18.2% | n/a | n/a | 0.54 | 24.2% | -25.0% |
| 18 | Kotak Income Plus Arbitrage Omni FOF | 53 | 62 | 1.4% | 2.8% | 5.9% | 7.5% | n/a | n/a | 0.65 | 8.0% | -1.0% |
| 19 | Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund | 63 | 60 | 1.0% | 1.8% | 5.6% | 7.1% | n/a | n/a | 0.21 | 8.1% | -3.2% |
| 20 | Kotak Gilt-Investment | 78 | 59 | 1.3% | 2.4% | 3.3% | 5.7% | 5.4% | 6.9% | -0.22 | 8.0% | -13.3% |
| 21 | Kotak Nifty SDL Jul 2033 Index Fund | 66 | 59 | 1.2% | 2.6% | 5.4% | 7.0% | n/a | n/a | 0.19 | 7.3% | -2.3% |
| 22 | Kotak Quant Fund | 30 | 57 | -1.4% | 3.3% | -1.1% | 13.0% | n/a | n/a | 0.38 | n/a | -22.3% |
| 23 | Kotak Nifty 200 Momentum 30 Index Fund | 23 | 41 | -4.3% | 2.7% | -3.4% | 9.2% | n/a | n/a | 0.13 | n/a | -31.6% |
| 24 | Kotak Nifty 50 Index Fund | 19 | 37 | -2.1% | -0.8% | -6.6% | 5.7% | 6.6% | n/a | -0.05 | 13.0% | -16.4% |
| 25 | Kotak BSE Housing Index Fund | 4 | 20 | -4.7% | 3.1% | -12.1% | 5.4% | n/a | n/a | -0.04 | n/a | -26.4% |
| 26 | Kotak Healthcare Fund | 98 | n/a | 11.0% | 27.4% | 25.3% | n/a | n/a | n/a | 1.04 | n/a | -18.1% |
| 27 | Kotak Nifty SmallCap 250 Index Fund | 95 | n/a | 3.5% | 20.2% | 4.3% | n/a | n/a | n/a | 0.12 | n/a | -20.4% |
| 28 | Kotak Nifty Alpha 50 Index Fund | 92 | n/a | 2.6% | 15.0% | 6.1% | n/a | n/a | n/a | n/a | n/a | -14.9% |
| 29 | Kotak Long Duration Fund | 91 | n/a | 1.2% | 2.0% | 2.5% | n/a | n/a | n/a | -0.41 | n/a | -6.1% |
| 30 | Kotak NIFTY Midcap 50 Index Fund | 90 | n/a | 0.5% | 12.3% | 7.0% | n/a | n/a | n/a | -0.17 | n/a | -20.4% |
| 31 | Kotak Special Opportunities Fund | 89 | n/a | 5.9% | 25.0% | 15.3% | n/a | n/a | n/a | -0.03 | n/a | -23.1% |
| 32 | Kotak CRISIL - IBX AAA Bond Financial Services Index Dec 2026 Fund | 89 | n/a | 1.9% | 3.8% | 6.8% | n/a | n/a | n/a | 1.2 | n/a | -0.2% |
| 33 | Kotak CRISIL -IBX AAA Financial Services Index Sep-2027 Fund | 87 | n/a | 1.9% | 3.5% | 6.4% | n/a | n/a | n/a | 1.17 | n/a | -0.3% |
| 34 | Kotak NIFTY Midcap 150 Index Fund | 82 | n/a | -0.8% | 10.0% | 3.9% | n/a | n/a | n/a | 0.22 | n/a | -13.9% |
| 35 | Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund | 82 | n/a | 1.7% | 3.1% | 5.9% | n/a | n/a | n/a | n/a | n/a | -0.4% |
| 36 | Kotak MNC Fund | 79 | n/a | 0.7% | 17.8% | 16.7% | n/a | n/a | n/a | 0.38 | n/a | -16.5% |
| 37 | Kotak Transportation & Logistics Fund | 74 | n/a | 7.1% | 12.3% | 2.7% | n/a | n/a | n/a | 0.21 | n/a | -17.1% |
| 38 | Kotak Multi Asset Allocation Fund | 71 | n/a | -1.0% | 2.3% | 14.2% | n/a | n/a | n/a | 0.9 | n/a | -12.0% |
| 39 | Kotak Active Momentum Fund | 68 | n/a | 2.6% | 11.4% | 7.0% | n/a | n/a | n/a | n/a | n/a | -13.2% |
| 40 | Kotak Technology Fund | 57 | n/a | 8.1% | 9.2% | -9.4% | n/a | n/a | n/a | -0.21 | n/a | -28.1% |
| 41 | Kotak Nifty G-Sec July 2033 Index Fund | 55 | n/a | 0.7% | 1.9% | 4.6% | n/a | n/a | n/a | 0.5 | n/a | -2.1% |
| 42 | Kotak Consumption Fund | 47 | n/a | 1.4% | 8.8% | -3.6% | n/a | n/a | n/a | 0.46 | n/a | -20.6% |
| 43 | Kotak Nifty 100 Equal Weight Index Fund | 47 | n/a | -1.7% | 6.2% | 1.2% | n/a | n/a | n/a | -0.12 | n/a | -13.5% |
| 44 | Kotak Nifty Midcap 150 Momentum 50 Index Fund | 44 | n/a | -3.0% | 7.6% | 1.1% | n/a | n/a | n/a | -0.5 | n/a | -25.5% |
| 45 | Kotak Nifty 50 Equal Weight Index Fund | 36 | n/a | -1.8% | 3.0% | -1.0% | n/a | n/a | n/a | -0.1 | n/a | -12.5% |
| 46 | Kotak Energy Opportunities Fund | 35 | n/a | -2.9% | 4.6% | 3.0% | n/a | n/a | n/a | -0.16 | n/a | -9.5% |
| 47 | Kotak Nifty Commodities Index Fund | 31 | n/a | -5.4% | 0.2% | 6.7% | n/a | n/a | n/a | 0.23 | n/a | -9.9% |
| 48 | Kotak NIFTY 200 Quality 30 Index Fund | 30 | n/a | -1.3% | 3.5% | -6.5% | n/a | n/a | n/a | n/a | n/a | -15.2% |
| 49 | Kotak NIFTY 100 Low Volatility 30 Index Fund | 28 | n/a | -1.3% | 1.6% | -5.8% | n/a | n/a | n/a | -0.36 | n/a | -18.2% |
| 50 | Kotak BSE PSU Index Fund | 26 | n/a | -4.5% | -4.1% | 4.9% | n/a | n/a | n/a | -0.39 | n/a | -26.8% |
| 51 | Kotak Nifty India Tourism Index Fund | 10 | n/a | -1.2% | 7.1% | -18.8% | n/a | n/a | n/a | -0.66 | n/a | -31.1% |
| 52 | Kotak BSE Sensex Index Fund | 9 | n/a | -2.0% | -1.6% | -8.6% | n/a | n/a | n/a | -0.43 | n/a | -16.1% |
| 53 | Kotak Nifty Top 10 Equal Weight Index Fund | 3 | n/a | -3.4% | -2.5% | -10.9% | n/a | n/a | n/a | -0.99 | n/a | -18.6% |
| 54 | Kotak Gold Silver Passive FOF | n/a | n/a | -4.3% | -6.0% | n/a | n/a | n/a | n/a | n/a | n/a | -25.6% |
| 55 | Kotak Rural Opportunities Fund | n/a | n/a | -2.0% | -2.6% | n/a | n/a | n/a | n/a | n/a | n/a | -13.4% |
| 56 | Kotak Nifty500 Momentum 50 Index Fund | n/a | n/a | -1.6% | 8.9% | n/a | n/a | n/a | n/a | n/a | n/a | -14.1% |
| 57 | Kotak Nifty200 Value 30 Index Fund | n/a | n/a | -6.1% | -2.1% | n/a | n/a | n/a | n/a | n/a | n/a | -13.5% |
| 58 | Kotak Services Fund | n/a | n/a | 0.9% | 3.8% | n/a | n/a | n/a | n/a | n/a | n/a | -6.2% |
Shibani Kurian's full record
Shibani Kurian currently runs 5 funds, across Conservative Hybrid Fund, Contra Fund, Focused Fund, Sectoral/ Thematic, with about ₹14,136 Cr under management. The book's average King Score is 82.5/100. Their strongest fund by King Score is Kotak Contra Fund (90/100); Kotak Debt Hybrid ranks #2 of 5 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kotak Contra Fund | 87 | 90 | -0.5% | 3.9% | -0.3% | 14.1% | 13.6% | 16.2% | 0.5 | 17.5% | -37.9% |
| 2 | Kotak Debt Hybrid (this page) | 83 | 88 | 0.9% | 2.1% | 3.1% | 8.4% | 8.3% | 9.6% | 0.4 | 11.4% | -11.8% |
| 3 | Kotak Focused Fund | 55 | 82 | 0.1% | 5.9% | 4.2% | 13.4% | 11.5% | n/a | 0.46 | 18.6% | -36.3% |
| 4 | Kotak Banking & Financial Services Fund | 44 | 70 | -1.8% | 4.6% | 4.9% | 11.5% | n/a | n/a | 0.28 | 14.7% | -16.5% |
| 5 | Kotak Technology Fund | 57 | n/a | 8.1% | 9.2% | -9.4% | n/a | n/a | n/a | -0.21 | n/a | -28.1% |
A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.
Cost & fund basics
| Detail | Value |
|---|---|
| Expense ratio (Direct) | 0.54% |
| Exit load | ≈1% if redeemed within 1 year (typical) |
| Minimum investment | ₹100 |
| Fund size (AUM) | ₹2,885 Cr |
| Age | 13.6 years |
| Plan / Option | Direct · Growth |
| Benchmark | NIFTY500 |
How Kotak Debt Hybrid compares to peers
| Fund | RS | King | 3Y CAGR |
|---|---|---|---|
| Parag Parikh Conservative Hybrid Fund | 91 | 96 | 9.2% |
| ICICI Prudential Regular Savings Fund | 77 | 93 | 8.5% |
| BARODA BNP PARIBAS Conservative Hybrid Fund | 97 | 92 | 8.3% |
| HSBC Conservative Hybrid Fund | 74 | 91 | 8.8% |
| DSP Regular Savings Fund | 80 | 87 | 8.4% |
| SBI Conservative Hybrid Fund | 93 | 86 | 8.1% |
Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.
What these numbers mean
RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.
Kotak Debt Hybrid review: the bottom line
Related
Frequently asked questions
Is Kotak Debt Hybrid a good mutual fund?
That depends on your goals and risk tolerance - this is descriptive research, not advice. On the numbers, Kotak Debt Hybrid scores 88/100 on our King Score and RS 83/99 within its category, has compounded 8.45% a year over three years, and its worst drawdown was -11.8%. Compare those against your needs and the peer table above.
What is the NAV of Kotak Debt Hybrid today?
The latest NAV is ₹69.53 (as of 2026-09-16). NAV (net asset value) is the per-unit price of the fund, published every business day by the AMC.
What is the last 10 years return of Kotak Debt Hybrid?
Over the last 10 years Kotak Debt Hybrid has returned about 9.59% a year (CAGR). In rupees: ₹1 lakh invested 10 years ago would be roughly ₹2.5 lakh today, before tax. See the year-by-year table above for how uneven the ride was.
What is the expense ratio of Kotak Debt Hybrid?
The Direct-plan expense ratio is 0.54% a year. The Direct plan is cheaper than the Regular plan because it carries no distributor commission - over decades that gap compounds meaningfully.
Who is the fund manager of Kotak Debt Hybrid?
Kotak Debt Hybrid is managed by Abhishek Bisen; Shibani Kurian.
Is Kotak Debt Hybrid safe? How risky is it?
No market-linked fund is 'safe' in the fixed-deposit sense - the honest question is how deep its falls get. Its worst historical drawdown was -11.8% - ₹1 lakh briefly becoming about ₹88,200. As a hybrid fund, its risk profile is typical of that category. Look at the drawdown, volatility and bear-market figures above and ask whether you could stay invested through the bad stretches.
Is Kotak Debt Hybrid good for SIP?
We can't tell you what to do, but here is what actually happened: a ₹10,000 monthly SIP over the last 10 years grew ₹12.1 lakh into about ₹20 lakh (XIRR 9.68%). SIPs average your entry price, which helps most in funds that swing hard - check the crash-behaviour section above to see how it treats investors in bad markets.
What are the SIP returns of Kotak Debt Hybrid?
A ₹10,000/month SIP over 10 years would have grown to about ₹1,998,139 (an XIRR of 9.68%) on ₹1,210,000 invested, using the fund's actual NAV history. See the SIP table above for other durations.
How does Kotak Debt Hybrid rank among similar funds?
On 3-year returns it sits around the 95th percentile of its category, and its consistency ranks 86th percentile. 100th is best-in-class, 50th is average. See the category-ranking section above.
Is Kotak Debt Hybrid tax-efficient / what about capital gains?
As a hybrid fund, gains follow the rules for its asset class - equity-oriented funds are taxed differently from debt. All returns on this page are pre-tax; your actual post-tax return depends on your holding period and slab. This is descriptive information, not tax advice.
Direct or Regular plan - which is shown here?
All figures on this page are for the Direct-Growth plan (no distributor commission, lower cost). Returns are pre-tax; capital-gains tax depends on your own holding period and slab.
See Kotak Debt Hybrid live in the MF Terminal
Everything above is a static snapshot. The terminal is where you actually research it:
- Interactive price chart with EMAs & RSI
- The RS line plotted against its benchmark
- Full holdings, sector mix & portfolio overlap
- Point-in-time backtester & portfolio doctor
- Compare it side-by-side with any peer
- Screen 1,600+ funds on the same metrics
Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.