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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.47 | 7 | 2.61 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.35 | 7.34 | 2.55 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 85+15 - Conservative Index |
Conservative Hybrid funds have exposure to both debt and equity instruments. They primarily invest in FD-like instruments with some allocation to stocks. They are designed to slightly surpass the average rate of inflation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Kotak Debt Hybrid Fund | 17.02% | 10.56% | 11.20% |
SBI Conservative Hybrid Fund | 14.10% | 9.38% | 10.21% |
HDFC Hybrid Debt Fund | 14.74% | 10.12% | 10.15% |
ICICI Pru Regular Savings Fund | 14.53% | 9.52% | 10.84% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Debt
Others
Holdings
1.65 %
Holdings
1.25 %
Holdings
1.21 %
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
75
Total AUM
₹ 4,66,548.41 Cr.
Shibani Kurian
AUM: ₹12,378.17 Cr.
|
Exp: —
Abhishek Bisen
AUM: ₹1,23,036.57 Cr.
|
Exp: 6yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%