Kotak Debt Hybrid Growth

• Alpha -2.06%
• Beta 1.40
• Sharpe Ratio0.67
• Std Deviation 4.61%
• Tracking Error 3.60%

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.

The Kotak Debt Hybrid Growth has an AUM of 3107.59 crores & has delivered CAGR of 8.93% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.66%. The minimum investment in Kotak Debt Hybrid Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Low & Good respectively.

The top holdings of the fund include 7.34% Govt Stock 2064, Triparty Repo, 7.3% Govt Stock 2053 & 7.09% Govt Stock 2074.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Manufacturers & Communications Services.

Some of the similar funds are HDFC Hybrid Debt Fund Growth, Aditya Birla Sun Life Reg Savings Fund Regular Plan Growth, Kotak Debt Hybrid Growth, Parag Parikh Conservative Hybrid Fund Regular Growth, UTI Conservative Hybrid Fund Regluar Plan Growth. Kotak Debt Hybrid Growth has a sharpe ratio of 0.67 & a standard deviation of 4.61%.