Kotak Debt Hybrid

Conservative HybridHybrid Rank 6 of 20

NAV · Direct-Growth

₹69.99-0.12-0.17%

As of 1 Sept 2026 · AMFI

NAV growth+5.0%

Sep ’25Sep ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Beats its Conservative Hybrid category on 5Y but trails on 1Y & 3Y.

1Y return

+5.0%

-8.1 vs cat

3Y CAGR

+9.0%

-0.8 vs cat

5Y CAGR

+8.9%

+0.5 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

5.4%

3Y std dev

Go deeper on Kotak Debt Hybrid

Two data-only views, computed from this fund's real NAV history — no projections.

Kotak Debt Hybrid SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Kotak Debt Hybrid real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Kotak Debt Hybrid is a Conservative Hybrid scheme from Kotak Mahindra. Long-run track record: about 8.9% CAGR over 5 years. Worst historical drawdown: -12% in Mar 2020, recovered in 3 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF174K01JZ1

NAV (Direct-Growth)

₹69.9852

Last 1Y

+4.98%

Sept 25Min ₹66.65 · Max ₹70.59 · 243 ptsSept 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-11.8%

Peak ₹36.47 on 20 Feb 2020 → trough ₹32.17 on 23 Mar 2020 (1 months down).

Recovered in 3 months· 1 Jul 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.48%	-0.31%	20/ 20
1M	-0.18%	-0.07%	14/ 20
3M	+3.02%	+2.59%	4/ 20
6M	+1.07%	+10.47%	16/ 20
YTD	+1.10%	+10.57%	15/ 20
1Y	+4.98%	+13.11%	9/ 20
2Y	+4.08%	+7.83%	16/ 20
3Y	+9.00%	+9.76%	6/ 20
5Y	+8.95%	+8.41%	3/ 20
7Y	+10.98%	+9.12%	2/ 19
10Y	+9.75%	+8.02%	2/ 19

Available plans & options

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