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Kotak Debt Hybrid Fund
Fund Overview
| AUM (Fund size) | ₹3,124 Cr |
| Exit load | 1.0% |
| Lock-in Period | Nil |
| Age | 22 yrs 1 m since Oct 20, 2003 |
| Benchmark | CRISIL Hybrid 85+15 Conservative Index |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.66% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Moderately High |
| Tax on your gains | Profits are added to your income and taxed as per your slab rate |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Kotak Debt Hybrid Fund | -0.02% | 1.4% | 6.36% | 10.23% | 10.2% | 9.5% |
| ICICI Prudential Regular Savings Fund | 0.49% | 3.84% | 9.16% | 10.35% | 9.53% | 9.51% |
| SBI Conservative Hybrid Fund | 0.84% | 3.44% | 7.61% | 10.26% | 10.42% | 9.1% |
| HDFC Hybrid Debt Fund | 0.38% | 1.2% | 6.33% | 10.13% | 10.53% | 8.94% |
| Nippon India Conservative Hybrid Fund | 0.69% | 4.54% | 9.91% | 9.17% | 8.7% | 5.76% |
| Franklin India Conservative Hybrid Fund | 0.26% | 2.36% | 7.48% | 9.47% | 8.37% | 7.6% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Kotak Debt Hybrid Fund | 4.57 | 1.15 | 0.77 | 1.15 |
| ICICI Prudential Regular Savings Fund | 2.94 | 0.75 | 1.22 | 1.78 |
| SBI Conservative Hybrid Fund | 3.35 | 0.82 | 1.04 | 1.73 |
| HDFC Hybrid Debt Fund | 3.91 | 0.97 | 0.92 | 1.64 |
| Nippon India Conservative Hybrid Fund | 1.92 | 0.46 | 1.31 | 2.23 |
| Franklin India Conservative Hybrid Fund | 3.49 | 0.89 | 0.84 | 1.29 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Kotak Debt Hybrid Fund | 3,124 Cr | 22 yrs 1 m | 1.66% |
| ICICI Prudential Regular Savings Fund | 3,376 Cr | 21 yrs 9 m | 1.72% |
| SBI Conservative Hybrid Fund | 9,953 Cr | 24 yrs 9 m | 1.54% |
| HDFC Hybrid Debt Fund | 3,379 Cr | 22 yrs | 1.75% |
| Nippon India Conservative Hybrid Fund | 918 Cr | 21 yrs 11 m | 1.87% |
| Franklin India Conservative Hybrid Fund | 205 Cr | 25 yrs 2 m | 1.41% |