Click here for top ranked funds in conservative hybrid mutual funds.
However, Scripbox does not recommend investing in conservative hybrid mutual funds.
Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.
They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment Objective
The investment objective of the Scheme is to enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments. By investing in debt securities,the Scheme will aim at generating regular returns,while enhancement of return is intended through investing in equity and equity related securities. The Scheme may also use various derivative and hedging products from time to time,in the manner permitted by SEBI. There is no assurance that the investment objective of the Schemes will be realised.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Kotak Mahindra Asset Management Co Ltd manages assets worth 245,053 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 37 equity,162 debt and 26 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (PIDCW-M)
About Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (PIDCW-M)
Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (PIDCW-M) is a conservative hybrid hybrid fund and has delivered an annualised return of 6.9% over a period of 18 years .The fund was previously known as Kotak Debt Hybrid Reg Mn DP.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund managers are Abhishek Bisen, Devender Singhal
Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (PIDCW-M) Investment Objective
The investment objective of the Scheme is to enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments. By investing in debt securities,the Scheme will aim at generating regular returns,while enhancement of return is intended through investing in equity and equity related securities. The Scheme may also use various derivative and hedging products from time to time,in the manner permitted by SEBI. There is no assurance that the investment objective of the Schemes will be realised. However, there is no assurance that the objective of the scheme will be realized.
Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (PIDCW-M) NAV,AUM,Risk
The Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (PIDCW-M) fund was launched on Dec 02, 2003. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-07-29 is ₹ 12.9493. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 678.228. The category risk of the Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (PIDCW-M) fund is Moderately High risk.
The fund charges 2.1 % as expense ratio.
Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (PIDCW-M) Holdings
The fund’s highest allocation is towards debt and has invested 59.0% in this asset class. The top three holdings of the fund are govt stock,6.67% govt stock 2050 and 6.76% govt stock 2061
Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (PIDCW-M) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (PIDCW-M) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 85+15 - ConservativeTR INR
Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (PIDCW-M) Review
Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (PIDCW-M) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (PIDCW-M) has a score of 3 out of 5.
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
