Kotak Debt Hybrid Fund Direct Growth

Kotak Debt Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 30 January, 2013. The fund is managed by Abhishek Bisen, Shibani Kurian. This fund gives you the benefit of diversification.

1. Kotak Debt Hybrid Fund Direct Growth has ₹2976 Cr worth of assets under management (AUM) as on Feb 2025 and is more than category average.
2. The fund has an expense ratio 0.5.
   

Kotak Debt Hybrid Fund Direct Growth has given a CAGR return of 11.01% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 9.76%, 11.45% and 14.39% respectively.

Kotak Debt Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Consumer Cyclical, Corporate, Tech, Consumer Defensive, Utilities, Industrial, Energy, Communication, Health, Cash Equivalent, Basic Materials, Real Estate.

As it is a conservative allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak Debt Hybrid Fund Direct Growth has no lock in period.