Kotak Conservative Hybrid Fund - Regular Plan does not yet have a 5-year performance history.
The average return for Conservative funds is 39.69% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 6.85% | 1.87% |
| 2 Year Return | 23.73% | 9.61% |
| 3 Year Return | 42.51% | 18.38% |
| 4 Year Return | 68.50% | 30.63% |
| 5 Year Return | 98.23% | 39.69% |
| 6 Year Return | 103.60% | 55.69% |
| 7 Year Return | 157.06% | 69.93% |
| Expense Ratio | 1.46% | - |
AMC: KOTAKMAHINDRAMF
Category: Hybrid • Conservative
Launch Date: 02 Dec 2003
Fund Manager: Mr. Abhishek Bisen
Minimum Purchase: ₹100
Exit Load: For redemption / switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 6 months from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 6 months from the date of allotment: 1% If units are redeemed or switched out after 6 months from the date of allotment: Nil.
Lock-in: 0
Risk: Low Risk
Kotak Conservative Hybrid Fund - Regular Plan is managed by KOTAKMAHINDRAMF and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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