Formerly Kotak MIP Reg Qt DR
₹ 14.6949
NAV (Mar 03)
Neutral
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.
Track Record
18 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
376 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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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
High Risk
2.22 %
Expense Ratio
Dec 02, 2003
Launched (18y ago)
₹ 376
AUM in Crores
INF174K01435
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 85+15 - ConservativeTR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
20 Years
Age
Track Record
Multi Asset Allocation
20 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
Multi Asset Allocation
16 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
About the AMC
Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Asset Management Co Ltd manages assets worth 220,225 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 34 equity,162 debt and 26 hybrid funds.
Ultra Short
Recommended
Top Ranked
₹ 12,325 Cr
Fund Size
6.8%
3Y returns
Diversified
Recommended
Top Ranked
₹ 32,453 Cr
Fund Size
12.1%
3Y returns
Ultra Short
Top Ranked
₹ 12,325 Cr
Fund Size
5.1%
3Y returns
Ultra Short
Top Ranked
₹ 12,325 Cr
Fund Size
5.5%
3Y returns
Ultra Short
Top Ranked
₹ 12,325 Cr
Fund Size
5.2%
3Y returns
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Kotak Debt Hybrid fund (DR-Q) is a conservative hybrid hybrid fund and has delivered an annualised return of 6.8% over a period of 18 years .The fund was previously known as Kotak MIP Reg Qt DR.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund managers are Abhishek Bisen, Devender Singhal
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.
The Kotak Debt Hybrid fund (DR-Q) fund was launched on Dec 02, 2003. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-03-03 is ₹ 14.6949. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 375.020. The category risk of the Kotak Debt Hybrid fund (DR-Q) fund is High Risk. The fund charges 2.22 % as expense ratio.
The fund’s highest allocation is towards debt and has invested 61.6% in this asset class. The top three holdings of the fund are 6.19% govt stock 2034,5.85% govt stock 2030 and canara bank
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.
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 fund (DR-Q) 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 fund (DR-Q) has a score of 3 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.