Kotak Debt Hybrid Fund(G)
View the direct plan of this scheme
Rs 58.1261 -0.0779(-0.134 %) NAV as on 24 Apr 2025
Scheme 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.
Performance (As on 24 Apr 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | 2.91 % | 10.57 % | 10.75 % | 12.69 % | 8.57 % |
Portfolio
Conservative hybrid funds invest 75-90% of their portfolio in debt instruments with the remaining in equity. These funds aim to generate returns higher than pure debt funds through the equity allocation. In their debt investments, funds can change strategies based on market movements and don't have to follow a steady strategy. They can, for instance, go in for low-rated debt to earn higher coupon.
These funds suit investors who wish for debt-plus returns without taking on high equity exposure. These funds need to be held for at least 2 years.