Kotak Conservative Hybrid Fund - Direct - Growth
Hybrid Schemes by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
8.35%
Expense Ratio
0.48%
as of 01/03/2026
AUM
₹1,139.16 Cr
Qtr End: Jun 26
NAV
₹68.782
as of 14/10/2026
3Y Returns (CAGR)
8.35%
Expense Ratio
0.48%
as of 01/03/2026
AUM
₹1,139.16 Cr
Qtr End: Jun 26
NAV
₹68.782
as of 14/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.66% | -6.48% | 3.42% |
| 6M | 0.28% | 0.56% | 3.67% |
| 1Y | -0.25% | -0.25% | 4.31% |
| 3Y | 27.19% | 8.35% | 4.51% |
| 5Y | 44.41% | 7.63% | 4.32% |
Scheme Details
- Launch Date
- 02/12/2003
- Fund Age
- 22.9 years
- Minimum Investment
- ₹5,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Conservative Hybrid Fund (Hybrid Schemes)
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