Kotak Conservative Hybrid Fund
Conservative HybridModerately HighOPEN-ENDED
- NAV as on 11 Nov 2026
- ₹60.27+0.03%1 day
- Return since launch
- 8.1%
- 52-week range
- ₹57.25 — ₹60.37
- AUM
- ₹2,585 Cr
Kotak Conservative Hybrid Fund is a Conservative Hybrid hybrid fund from Kotak Mahindra Mutual Fund with ₹2,585 Cr under management, launched in 2003. Over three years it has returned 4.4% a year, against 7.3% for its category. The expense ratio is 1.77% and the SEBI riskometer reading is Moderately High.
Performance
Kotak Conservative Hybrid Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +1.6% against +1.4% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 3.6% | +1.3 pts | 2.3% | 3.1% |
| 2Y | 3.3% | −0.7 pts | 4.0% | 3.6% |
| 3Y | 4.4% | −2.9 pts | 7.3% | 4.8% |
| 5Y | 6.7% | +0.2 pts | 6.6% | 6.5% |
| 7Y | 7.9% | +0.7 pts | 7.2% | 6.9% |
| 10Y | 8.4% | +1.3 pts | 7.0% | 7.1% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 2.8% | +0.6 pts | 2.2% | 2.2% |
| 3M | -0.1% | −0.1 pts | 0.0% | 0.0% |
| 6M | 3.5% | +0.5 pts | 3.0% | 3.0% |
| 1Y | 1.6% | −0.8 pts | 2.3% | 1.4% |
| 2Y | 3.5% | −0.9 pts | 4.4% | 4.3% |
| 3Y | 7.5% | +0.2 pts | 7.3% | 7.3% |
| 5Y | 6.9% | +0.3 pts | 6.6% | 6.3% |
| 7Y | 9.1% | +1.5 pts | 7.7% | 7.4% |
| 10Y | 8.3% | +1.3 pts | 7.0% | 7.0% |
Since launch (20 Oct 2003): 8.1%
Calendar-year returns
Category average13.9%
13.3%
4.3%
13.9%
11.3%
5.3%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 5.3% | −1.7 pts | 7.0% |
| 2024 | 11.3% | +0.3 pts | 11.0% |
| 2023 | 13.9% | +1.8 pts | 12.1% |
| 2022 | 4.3% | −0.8 pts | 5.1% |
| 2021 | 13.3% | +2.1 pts | 11.2% |
| 2020 | 13.9% | +3.4 pts | 10.5% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.76%
Expense ratio as on 3 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.47%
- Brokerage
- 0.01%
- Transaction charges
- 0.00%
- Statutory levies
- 0.28%
- Exit load
- Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- CRISIL Hybrid 85+15 Conservative Index
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Moderately High
Your principal is treated as being at moderately high risk — typically balanced hybrid and index-led equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | — | — | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | — | 0.89 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.26 | 0.60 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.34 | 0.83 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 5.46 | 3.81 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Kotak Conservative Hybrid Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity23.0%
- Debt60.1%
- Other16.9%
Market cap split
- Large64.5%
- Mid30.0%
- Small5.4%
- P/E
- 19.93
- P/B
- 2.94
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 16.39% | ₹448 Cr | +1.28% | +1.24% | +1.12% |
| JTPM Metal Traders Ltd. | Metals & Mining | 3.95% | ₹108 Cr | +3.72% | +3.63% | +3.23% |
| National Bank For Agriculture & Rural Development | Financial | 3.88% | ₹106 Cr | +0.50% | +0.50% | +0.46% |
| LIC Housing Finance Ltd. | Financial | 2.91% | ₹79.42 Cr | +5.22% | +0.36% | +0.32% |
| Muthoot Finance Ltd. | Financial | 2.74% | ₹74.99 Cr | +1.76% | — | — |
| Siddhivinayak Securitisation Trust | Others | 2.62% | ₹71.66 Cr | +2.57% | +2.58% | +2.42% |
| Shivshakti Securitisation Trust | Others | 2.62% | ₹71.58 Cr | +2.55% | +2.57% | +2.43% |
| HDFC Bank Ltd. | Financial | 2.12% | ₹57.85 Cr | +2.60% | +2.40% | +2.88% |
| National Housing Bank | Financial | 2.10% | ₹57.28 Cr | +2.05% | +2.02% | +4.78% |
| 360 ONE Wealth Ltd. | Financial | 1.84% | ₹50.24 Cr | +1.74% | — | — |
| Vedanta Ltd. | Metals & Mining | 1.83% | ₹50.04 Cr | — | — | — |
| Andhra Pradesh State Beverages Corporation Ltd. | Consumer Staples | 1.75% | ₹47.92 Cr | +0.61% | +0.62% | — |
| ICICI Bank Ltd. | Financial | 1.45% | ₹39.65 Cr | +1.43% | +0.99% | +1.02% |
| Adani Power Ltd. | Energy | 1.27% | ₹34.81 Cr | +1.22% | +1.22% | — |
| Bihar State | Others | 1.25% | ₹34.27 Cr | +0.35% | +0.34% | +1.14% |
| State Bank of India | Financial | 1.24% | ₹33.97 Cr | +1.26% | +1.21% | +1.00% |
| Telangana State Industrial Infrastructure Corporation Ltd. | Others | 1.22% | ₹33.41 Cr | +1.15% | +1.16% | +1.02% |
| Bharti Airtel Ltd. | Communication | 1.06% | ₹28.87 Cr | +1.06% | +1.47% | +1.36% |
| Maruti Suzuki India Ltd. | Automobile | 1.01% | ₹27.61 Cr | +1.13% | +0.99% | +1.34% |
| Hero Motocorp Ltd. | Automobile | 0.93% | ₹25.42 Cr | +0.81% | +1.05% | +1.28% |
| Bharti Telecom Ltd. | Communication | 0.91% | ₹24.81 Cr | +0.86% | +0.88% | +0.83% |
| Reliance Industries Ltd. | Energy | 0.85% | ₹23.31 Cr | +0.88% | +0.92% | +0.87% |
| Power Finance Corporation Ltd. | Financial | 0.70% | ₹19.09 Cr | +0.64% | +0.64% | +0.60% |
| Axis Bank Ltd. | Financial | 0.69% | ₹18.94 Cr | +0.99% | +0.86% | +0.63% |
| NTPC Ltd. | Energy | 0.65% | ₹17.64 Cr | +1.14% | +1.19% | +0.89% |
| Divi's Laboratories Ltd. | Healthcare | 0.64% | ₹17.47 Cr | +0.43% | +0.39% | +0.35% |
| Tech Mahindra Ltd. | Technology | 0.57% | ₹15.70 Cr | +0.60% | +0.79% | +0.88% |
| Britannia Industries Ltd. | Consumer Staples | 0.54% | ₹14.68 Cr | +0.54% | +0.58% | +0.59% |
| Billionbrains Garage Ventures Ltd. | Financial | 0.52% | ₹14.35 Cr | +0.55% | — | — |
| Karnataka State | Others | 0.52% | ₹14.31 Cr | +2.09% | +2.06% | — |
| Max Healthcare Institute Ltd. | Healthcare | 0.52% | ₹14.18 Cr | +0.60% | +0.51% | +0.40% |
| Bagmane Prime Office REIT | Construction | 0.50% | ₹13.56 Cr | +0.45% | — | — |
| Lenskart Solutions Ltd. | Consumer Discretionary | 0.49% | ₹13.36 Cr | +0.21% | — | — |
| Torrent Pharmaceuticals Ltd. | Healthcare | 0.48% | ₹13.15 Cr | — | — | — |
| Indus Towers Ltd. | Communication | 0.48% | ₹13.06 Cr | +0.48% | — | — |
| Tata Steel Ltd. | Metals & Mining | 0.46% | ₹12.53 Cr | +0.44% | +0.46% | — |
| Interglobe Aviation Ltd. | Services | 0.46% | ₹12.46 Cr | +0.47% | +0.34% | +0.45% |
| Bank of Maharashtra | Financial | 0.44% | ₹12.02 Cr | +0.48% | — | — |
| Swiggy Ltd. | Services | 0.43% | ₹11.85 Cr | +0.31% | +0.34% | +0.52% |
| Poonawalla Fincorp Ltd. | Financial | 0.43% | ₹11.68 Cr | +0.40% | +0.34% | +0.52% |
| Schaeffler India Ltd. | Capital Goods | 0.40% | ₹11.02 Cr | — | — | — |
| Mphasis Ltd. | Technology | 0.40% | ₹10.94 Cr | +0.38% | +0.36% | +0.44% |
| Indian Bank | Financial | 0.39% | ₹10.76 Cr | +0.38% | +0.39% | +0.42% |
| Bank Of Baroda | Financial | 0.39% | ₹10.61 Cr | +0.71% | +0.86% | +0.83% |
| United Spirits Ltd. | Consumer Staples | 0.38% | ₹10.29 Cr | +0.60% | +0.25% | +0.25% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 0.37% | ₹9.99 Cr | — | — | — |
| Molbio Diagnostics Ltd. | Healthcare | 0.35% | ₹9.61 Cr | — | — | — |
| Radico Khaitan Ltd. | Consumer Staples | 0.35% | ₹9.52 Cr | +0.51% | +0.34% | +0.44% |
| Fortis Healthcare Ltd. | Healthcare | 0.34% | ₹9.42 Cr | +0.41% | +0.34% | +0.38% |
| Aster DM Quality Care Ltd. | Healthcare | 0.34% | ₹9.41 Cr | +0.37% | — | — |
| Nippon Life India Asset Management Ltd. | Financial | 0.33% | ₹9.10 Cr | +0.34% | +0.24% | — |
| REC Ltd. | Financial | 0.33% | ₹9.06 Cr | +0.12% | +0.12% | +0.12% |
| V.S.T. Tillers Tractors Ltd. | Automobile | 0.33% | ₹8.90 Cr | +0.32% | +0.34% | +0.33% |
| Century Plyboards (India) Ltd. | Materials | 0.32% | ₹8.64 Cr | +0.33% | +0.31% | +0.33% |
| Raajmarg Infra Investment Trust | Construction | 0.30% | ₹8.07 Cr | +0.26% | +0.26% | — |
| Infosys Ltd. | Technology | 0.29% | ₹8.03 Cr | +0.28% | +0.46% | +1.05% |
| Ultratech Cement Ltd. | Materials | 0.28% | ₹7.78 Cr | +0.28% | +0.27% | — |
| Ashok Leyland Ltd. | Automobile | 0.28% | ₹7.56 Cr | +0.27% | +0.26% | — |
| Indian Railway Finance Corporation Ltd. | Financial | 0.27% | ₹7.49 Cr | +0.30% | +0.30% | +0.28% |
| One 97 Communications Ltd. | Services | 0.25% | ₹6.71 Cr | — | — | — |
| GOI | Sovereign | 0.23% | ₹6.19 Cr | +0.02% | +10.93% | +0.24% |
| INDO-MIM Ltd. | Capital Goods | 0.22% | ₹6.14 Cr | — | — | — |
| ITC Ltd. | Consumer Staples | 0.21% | ₹5.78 Cr | +0.22% | +0.22% | +0.29% |
| Tamilnadu State | Others | 0.19% | ₹5.09 Cr | +0.18% | +0.07% | +0.07% |
| Madhya Pradesh State | Others | 0.18% | ₹5.04 Cr | +0.18% | +0.18% | +0.17% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 0.18% | ₹5.02 Cr | — | — | — |
| HDB Financial Services Ltd. | Financial | 0.18% | ₹5.01 Cr | +0.17% | +0.18% | +0.16% |
| Indusind Bank Ltd. | Financial | 0.18% | ₹4.96 Cr | — | — | — |
| Sundaram Finance Ltd. | Financial | 0.18% | ₹4.87 Cr | +0.17% | — | — |
| Andhra Pradesh State | Financial | 0.18% | ₹4.86 Cr | +0.17% | +0.17% | +0.06% |
| Pokarna Ltd. | Materials | 0.17% | ₹4.75 Cr | +0.24% | +0.20% | +0.17% |
| Life Insurance Corporation of India | Insurance | 0.17% | ₹4.70 Cr | +0.18% | +0.15% | +0.27% |
| LG Electronics India Ltd. | Consumer Discretionary | 0.12% | ₹3.23 Cr | +0.10% | +0.09% | — |
| Tenneco Clean Air India Ltd | Automobile | 0.09% | ₹2.34 Cr | +0.09% | +0.08% | — |
| SBI Funds Management Ltd. | Financial | 0.07% | ₹2.00 Cr | — | — | — |
| Power Grid Corporation Of India Ltd. | Energy | 0.06% | ₹1.72 Cr | +0.06% | +0.06% | +0.06% |
| Indus Infra Trust | Construction | 0.06% | ₹1.67 Cr | +0.06% | +0.06% | +0.05% |
| Uttar Pradesh Power Corporation Ltd | Capital Goods | 0.01% | ₹0.20 Cr | +0.01% | +0.01% | +0.01% |
| Uttar Pradesh State | Others | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Vedanta Ltd. | 0.00% | 1.83% | +1.83% |
| Bihar State | 0.35% | 1.25% | +0.90% |
| HDFC Bank Ltd. | 0.88% | 1.21% | +0.33% |
| NTPC Ltd. | 0.92% | 0.65% | -0.27% |
| One 97 Communications Ltd. | 0.00% | 0.25% | +0.25% |
| GOI | 0.02% | 0.23% | +0.21% |
| Molbio Diagnostics Ltd. | 0.17% | 0.35% | +0.18% |
| INDO-MIM Ltd. | 0.06% | 0.22% | +0.16% |
| JTPM Metal Traders Ltd. | 3.81% | 3.95% | +0.14% |
| Radico Khaitan Ltd. | 0.46% | 0.35% | -0.11% |
| LIC Housing Finance Ltd. | 2.63% | 2.72% | +0.09% |
| Maruti Suzuki India Ltd. | 1.10% | 1.01% | -0.09% |
| ICICI Bank Ltd. | 1.54% | 1.45% | -0.09% |
| State Bank of India | 1.32% | 1.24% | -0.08% |
| Muthoot Finance Ltd. | 1.76% | 1.83% | +0.07% |
| 360 ONE Wealth Ltd. | 1.77% | 1.84% | +0.07% |
| Andhra Pradesh State Beverages Corporation Ltd. | 1.69% | 1.75% | +0.06% |
| Shivshakti Securitisation Trust | 2.57% | 2.62% | +0.05% |
| National Housing Bank | 2.05% | 2.10% | +0.05% |
| Fortis Healthcare Ltd. | 0.39% | 0.34% | -0.05% |
| Adani Power Ltd. | 1.23% | 1.27% | +0.04% |
| Telangana State Industrial Infrastructure Corporation Ltd. | 1.18% | 1.22% | +0.04% |
| Max Healthcare Institute Ltd. | 0.56% | 0.52% | -0.04% |
| Mphasis Ltd. | 0.44% | 0.40% | -0.04% |
| Reliance Industries Ltd. | 0.89% | 0.85% | -0.04% |
| Swiggy Ltd. | 0.47% | 0.43% | -0.04% |
| Siddhivinayak Securitisation Trust | 2.59% | 2.62% | +0.03% |
| Lenskart Solutions Ltd. | 0.46% | 0.49% | +0.03% |
| Bharti Telecom Ltd. | 0.88% | 0.91% | +0.03% |
| Indian Bank | 0.42% | 0.39% | -0.03% |
| Infosys Ltd. | 0.32% | 0.29% | -0.03% |
| Bagmane Prime Office REIT | 0.47% | 0.50% | +0.03% |
| Pokarna Ltd. | 0.20% | 0.17% | -0.03% |
| Sun Pharmaceutical Industries Ltd. | 0.39% | 0.37% | -0.02% |
| Century Plyboards (India) Ltd. | 0.34% | 0.32% | -0.02% |
| Ashok Leyland Ltd. | 0.30% | 0.28% | -0.02% |
| United Spirits Ltd. | 0.40% | 0.38% | -0.02% |
| Britannia Industries Ltd. | 0.56% | 0.54% | -0.02% |
| Tata Steel Ltd. | 0.44% | 0.46% | +0.02% |
| Indusind Bank Ltd. | 0.20% | 0.18% | -0.02% |
| Nippon Life India Asset Management Ltd. | 0.35% | 0.33% | -0.02% |
| Axis Bank Ltd. | 0.71% | 0.69% | -0.02% |
| Others | 0.32% | 0.34% | +0.02% |
| Cholamandalam Investment and Finance Company Ltd. | 0.20% | 0.18% | -0.02% |
| V.S.T. Tillers Tractors Ltd. | 0.31% | 0.33% | +0.02% |
| Aster DM Quality Care Ltd. | 0.36% | 0.34% | -0.02% |
| Tech Mahindra Ltd. | 0.59% | 0.57% | -0.02% |
| Karnataka State | 0.51% | 0.52% | +0.01% |
| ITC Ltd. | 0.20% | 0.21% | +0.01% |
| Divi's Laboratories Ltd. | 0.63% | 0.64% | +0.01% |
| Power Finance Corporation Ltd. | 0.16% | 0.17% | +0.01% |
| Torrent Pharmaceuticals Ltd. | 0.49% | 0.48% | -0.01% |
| Sundaram Finance Ltd. | 0.17% | 0.18% | +0.01% |
| National Bank For Agriculture & Rural Development | 0.25% | 0.26% | +0.01% |
| Life Insurance Corporation of India | 0.18% | 0.17% | -0.01% |
| LG Electronics India Ltd. | 0.11% | 0.12% | +0.01% |
| Andhra Pradesh State | 0.17% | 0.18% | +0.01% |
| SBI Funds Management Ltd. | 0.08% | 0.07% | -0.01% |
| Bharti Airtel Ltd. | 1.05% | 1.06% | +0.01% |
| REC Ltd. | 0.06% | 0.07% | +0.01% |
| Tamilnadu State | 0.18% | 0.19% | +0.01% |
| Ultratech Cement Ltd. | 0.29% | 0.28% | -0.01% |
| Raajmarg Infra Investment Trust | 0.29% | 0.30% | +0.01% |
| Billionbrains Garage Ventures Ltd. | 0.53% | 0.52% | -0.01% |
| Madhya Pradesh State | 0.18% | 0.18% | 0.00% |
| Tenneco Clean Air India Ltd | 0.09% | 0.09% | 0.00% |
| Interglobe Aviation Ltd. | 0.46% | 0.46% | 0.00% |
| Schaeffler India Ltd. | 0.40% | 0.40% | 0.00% |
| HDB Financial Services Ltd. | 0.18% | 0.18% | 0.00% |
| Power Grid Corporation Of India Ltd. | 0.06% | 0.06% | 0.00% |
| Indian Railway Finance Corporation Ltd. | 0.15% | 0.15% | 0.00% |
| Poonawalla Fincorp Ltd. | 0.43% | 0.43% | 0.00% |
| Uttar Pradesh Power Corporation Ltd | 0.01% | 0.01% | 0.00% |
| Indus Towers Ltd. | 0.48% | 0.48% | 0.00% |
| Bank Of Baroda | 0.39% | 0.39% | 0.00% |
| Indus Infra Trust | 0.06% | 0.06% | 0.00% |
| Hero Motocorp Ltd. | 0.93% | 0.93% | 0.00% |
| Bank of Maharashtra | 0.44% | 0.44% | 0.00% |
| Uttar Pradesh State | 0.00% | 0.00% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹1,557 Cr | 1.27% | 4.7% | 6.2% | 7.8% |
 Parag Parikh Conservative Hybrid Fund | ₹3,395 Cr | 0.66% | 3.3% | 5.9% | 8.2% |
 ICICI Prudential Conservative Hybrid Fund | ₹3,223 Cr | 1.73% | 4.5% | 6.0% | 7.6% |
 Nippon India Conservative Hybrid Fund | ₹974 Cr | 1.80% | 6.1% | 7.3% | 7.8% |
 DSP Conservative Hybrid Fund | ₹174 Cr | 1.25% | 5.2% | 5.9% | 7.4% |
 Aditya Birla Sun Life Conservative Hybrid Active FoF | ₹18.28 Cr | 0.89% | 4.2% | 5.8% | 8.2% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The Scheme seeks 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.
Fund managers
- Abhishek BisenMr. Bisen is a BA and MBA in Finance.Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
- Shibani Sircar KurianMs. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-EconomicsPrior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months3.53% absolute | ₹60,000 | ₹62,118 | 3.53% | |
| 1 year1.56% annualised | ₹1,20,000 | ₹1,21,019 | 0.85% | |
| 3 years7.49% annualised | ₹3,60,000 | ₹4,04,764 | 12.43% | |
| 5 years6.90% annualised | ₹6,00,000 | ₹7,18,185 | 19.70% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Kotak Conservative Hybrid Fund?
The NAV of Kotak Conservative Hybrid Fund is ₹60.27 as on 11 Nov 2026.
What is the expense ratio of Kotak Conservative Hybrid Fund?
The expense ratio of Kotak Conservative Hybrid Fund is 1.77% per year.
What is the minimum SIP amount for Kotak Conservative Hybrid Fund?
You can start a SIP in Kotak Conservative Hybrid Fund with ₹3,000 a month.
What returns has Kotak Conservative Hybrid Fund given?
Kotak Conservative Hybrid Fund has returned 3.6% over 1 year, 4.4% over 3 years and 6.7% over 5 years (annualised).
Is there a lock-in or exit load on Kotak Conservative Hybrid Fund?
Lock-in: None. Exit load: Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months..
How risky is Kotak Conservative Hybrid Fund?
Kotak Conservative Hybrid Fund is rated Moderately High on the SEBI riskometer and belongs to the Conservative Hybrid category.
Which fund house manages Kotak Conservative Hybrid Fund?
Kotak Conservative Hybrid Fund is managed by Kotak Mahindra Mutual Fund, which runs 97 schemes with ₹6,34,000 Cr under management.