Kotak Debt Hybrid Growth

• Alpha -2.06%
• Beta 1.40
• Sharpe Ratio1.18
• Std Deviation 4.35%
• 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 2330.73 crores & has delivered CAGR of 11.03% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.72%. 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 & High respectively.

The top holdings of the fund include 7.18% Govt Stock 2037, 8.25% Govt Stock 2033, 7.25% Govt Stock 2063 & State Bank of India 0.0834%.

The major sectors where the fund is invested are Regional Banks, Auto & Truck Manufacturers, Oil & Gas Operations & Consumer Financial Services.

Some of the similar funds are HDFC Hybrid Debt Fund Growth, Kotak Debt Hybrid Growth, ICICI Prudential Regular Savings Fund Growth, UTI Conservative Hybrid Fund Regluar Plan Growth, Parag Parikh Conservative Hybrid Fund Regular Growth. Kotak Debt Hybrid Growth has a sharpe ratio of 1.18 & a standard deviation of 4.35%.