Kotak Debt Hybrid Direct Growth
Scheme code: INF174K01JZ1
NAV value:
₹ 68.0622
NAV date: 18 March, 2026
TER: 0.00%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Conservative Hybrid Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -2.15 | 30.91 | 11.10 | 11.44 | 8.8 |
| 3 year | 3.67 | 16.22 | 11.53 | 11.17 | 9.98 |
| 5 year | 6.36 | 15.15 | 10.74 | 10.94 | 8.98 |
| 7 year | 8.50 | 12.35 | 10.91 | 10.88 | 8.73 |
| 10 year | 10.28 | 12.03 | 11.04 | 11.13 | 9.29 |
| 12 year | 10.91 | 11.86 | 11.29 | 11.31 | 9.82 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,60,669 - Absolute Returns: ₹60,669 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,26,362 - Absolute Returns: ₹6,26,362 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹78,51,849 - Absolute Returns: ₹18,51,849 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,23,83,798 - Absolute Returns: ₹39,83,798 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,12,87,834 - Absolute Returns: ₹92,87,834 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,89,04,189 - Absolute Returns: ₹1,45,04,189 - CAGR: %Drawdown Metrics
Max Drawdown
-11.80 %
Drawdown Duration
1 months
Recovery Time
4 months
Avg Drawdown
-0.86 %
Calmar Ratio by Duration
1
Y
0.9698
3
Y
0.9469
5
Y
0.9274
7
Y
0.9223
10
Y
0.9435
12
Y
0.9588