• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (RIDCW-M)

Formerly Kotak Debt Hybrid Reg Mn DR

Kotak Mutual Fund

Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (RIDCW-M)

HybridConservative Hybrid

12.8592

NAV (Jan 24)

7%
5 Year CAGR
Scripbox Opinion

Neutral

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

19 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

1,324 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

12.8592

NAV (Jan 24)

Fund Returns

Last 1Y

11.6%

Last 3Y

11.1%

Last 5Y

7%

Last 10Y

8.3%

Since Inception

7%

6 Month CAGR

4.5%

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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.

Expense Ratio

1.89

Launched (19y ago)

Dec 02, 2003

AUM in Crores

1323.001

ISIN

INF174K01401

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 85+15 - ConservativeTR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Abhishek Bisen

Fund Manager

user-avatar

Devender Singhal

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 2,702 cr

5

₹ 1,396 cr

5

₹ 3,412 cr

5

amc-icon

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 291,674 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

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  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Kotak Gold Fund (G)
    Kotak Gold Fund (G)

    13.9%

    6.5%

    5.5%

    7.4%

    19%

    %

    13.9%

    6.5%

    13.9%

    6.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (RIDCW-M) Review

    Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (RIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7% over a period of 18 years. The fund was previously known as Kotak Debt Hybrid Reg Mn DR. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Devender Singhal.

    Nav of Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (RIDCW-M) as of 24/01/2022 is ₹12.86 with the total AUM as of 25/01/2022 is ₹1323.001. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (RIDCW-M) was launched on Dec 02, 2003. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (RIDCW-M) 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. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (RIDCW-M)?

    How to invest in Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (RIDCW-M)?

    What is the minimum sip amount of Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (RIDCW-M)?

    Is Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (RIDCW-M) good to invest in?

    What is the expense ratio of the Kotak Debt Hybrid of Income Distribution cum Cap Wdrl fund (RIDCW-M)?