- Scheme Category:
- Hybrid Scheme >
- Conservative Hybrid Fund
NAV: ₹ ↑ 0.3%
NAV chart with SMA (Simple moving average) overlay
SMA (Simple Moving Average)
- 100 SMA
- 200 SMA
- 300 SMA
- 400 SMA
- 500 SMA
Returns
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Debt Hybrid - Growth | 4.88% | 0.3% | 0.01% | 0.46% | 2.18% | 3.76% | 9.8% | 9.77% | 10.48% | 9.54% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 22.69% | 70.36% (Arbitrage: 0.00%) | 0.05% | 0.00% | 6.90% |
Equity
| Name | Symbol / ISIN | Sector | Weight % | Quantity | Qty change % |
|---|---|---|---|---|---|
| HDFC BANK LTD. | HDFCBANK (INE040A01034) | Banks | 1.48% | 468000 | - |
| BHARTI AIRTEL LTD. | BHARTIARTL (INE397D01024) | Telecom - Services | 1.47% | 223674 | - |
| Maruti Suzuki India Limited | MARUTI (INE585B01010) | Automobiles | 1.34% | 25850 | - |
| Hero MotoCorp Ltd. | HEROMOTOCO (INE158A01026) | Automobiles | 1.29% | 72500 | - |
| STATE BANK OF INDIA. | SBIN (INE062A01020) | Banks | 1.06% | 354000 | - |
| ICICI BANK LTD. | ICICIBANK (INE090A01021) | Banks | 1.01% | 235000 | - |
| RELIANCE INDUSTRIES LTD. | RELIANCE (INE002A01018) | Petroleum Products | 0.93% | 196400 | - |
| BANK OF BARODA | BANKBARODA (INE028A01039) | Banks | 0.89% | 1000000 | - |
| Tech Mahindra Ltd. | TECHM (INE669C01036) | IT - Software | 0.88% | 194000 | - |
| NTPC LTD | NTPC (INE733E01010) | Power | 0.88% | 811700 | - |
| Infosys Ltd. | INFY (INE009A01021) | IT - Software | 0.87% | 184000 | -18.58% |
| AXIS BANK LTD. | AXISBANK (INE238A01034) | Banks | 0.68% | 172462 | - |
| Britannia Industries Ltd. | BRITANNIA (INE216A01030) | Food Products | 0.57% | 30400 | - |
| Max Healthcare Institute Ltd. | MAXHEALTH (INE027H01010) | Healthcare Services | 0.56% | 152500 | +35.56% |
| HINDUSTAN PETROLEUM CORPORATION LTD. | HINDPETRO (INE094A01015) | Petroleum Products | 0.55% | 360000 | - |
| SWIGGY LTD | SWIGGY (INE00H001014) | Retailing | 0.50% | 378639 | - |
| INDIAN BANK | INDIANB (INE562A01011) | Banks | 0.48% | 174523 | - |
| Radico Khaitan Ltd. | RADICO (INE944F01028) | Beverages | 0.48% | 47525 | - |
| Inter Globe Aviation Ltd | INDIGO (INE646L01027) | Transport Services | 0.45% | 25000 | - |
| Mphasis Ltd | MPHASIS (INE356A01018) | IT - Software | 0.45% | 50773 | - |
| Power Finance Corporation Ltd. | PFC (INE134E01011) | Finance | 0.44% | 342500 | - |
| JB Chemicals & Pharmaceuticals Ltd. | JBCHEPHARM (INE572A01036) | Pharmaceuticals and Biotechnology | 0.41% | 76281 | - |
| POONAWALLA FINCORP LIMITED | POONAWALLA (INE511C01022) | Finance | 0.41% | 263085 | -19.07% |
| Divis Laboratories Ltd. | DIVISLAB (INE361B01024) | Pharmaceuticals and Biotechnology | 0.41% | 18800 | - |
| Fortis Healthcare India Ltd | FORTIS (INE061F01013) | Healthcare Services | 0.40% | 122368 | - |
| GAIL (India) Ltd. | GAIL (INE129A01019) | Gas | 0.39% | 665000 | -44.58% |
| V.S.T Tillers Tractors Ltd | VSTTILLERS (INE764D01017) | Agricultural, Commercial and Construction Vehicles | 0.39% | 20284 | - |
| AMBUJA CEMENTS LTD. | AMBUJACEM (INE079A01024) | Cement and Cement Products | 0.36% | 200000 | - |
| Century Plyboards (India) Ltd. | CENTURYPLY (INE348B01021) | Consumer Durables | 0.31% | 126741 | - |
| ITC Ltd. | ITC (INE154A01025) | Diversified FMCG | 0.30% | 220000 | - |
| JYOTI CNC AUTOMATION LTD | JYOTICNC (INE980O01024) | Industrial Manufacturing | 0.27% | 98466 | - |
| Life Insurance Corporation Of India | LICI (INE0J1Y01017) | Insurance | 0.27% | 94429 | - |
| United Spirits Ltd | UNITDSPR (INE854D01024) | Beverages | 0.27% | 58000 | - |
| Cipla Ltd. | CIPLA (INE059A01026) | Pharmaceuticals and Biotechnology | 0.24% | 49000 | - |
| Pokarna Ltd. | POKARNA (INE637C01025) | Consumer Durables | 0.20% | 67372 | - |
| HEXAWARE TECHNOLOGIES LTD. | HEXT (INE093A01041) | IT - Software | 0.16% | 73881 | - |
| Jubilant Foodworks Limited | JUBLFOOD (INE797F01020) | Leisure Services | 0.14% | 75000 | - |
| MAHINDRA LIFESPACE DEVELOPERS LTD | MAHLIFE (INE813A01018) | Realty | 0.13% | 104768 | - |
| P I Industries Ltd | PIIND (INE603J01030) | Fertilizers and Agrochemicals | 0.11% | 10000 | - |
| LG ELECTRONICS INDIA LTD. | LGEINDIA (INE324D01010) | Consumer Durables | 0.10% | 18716 | - |
| DEE DEVELOPMENT ENGINEEERS LTD | DEEDEV (INE841L01016) | Industrial Manufacturing | 0.10% | 119279 | - |
| BHARTI AIRTEL LTD. | IN9397D01014 | Telecom - Services | 0.06% | 12660 | - |
Debt
| Name | Rating | Weight % |
|---|---|---|
| JTPM METAL TRADERS PVT LTD ( CATALYST TRUSTEESHIP LIMITE) ** | CRISIL AA | 3.26% |
| National Housing Bank** | CARE AAA | 2.38% |
| TELANGANA STATE INDUSTRIAL INFRASTRUCTURE CORPORATION LTD.** | FITCH AA(CE) | 1.81% |
| TELANGANA STATE INDUSTRIAL INFRASTRUCTURE CORPORATION LTD.** | FITCH AA(CE) | 1.06% |
| TELANGANA STATE INDUSTRIAL INFRASTRUCTURE CORPORATION LTD.** | FITCH AA(CE) | 1.01% |
| BHARTI TELECOM LTD.** | CRISIL AAA | 0.82% |
| REC LTD** | CRISIL AAA | 0.82% |
| NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT** | ICRA AAA | 0.80% |
| REC LTD** | CRISIL AAA | 0.68% |
| Power Finance Corporation Ltd.** | ICRA AAA | 0.49% |
| NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT** | CRISIL AAA | 0.23% |
| Power Finance Corporation Ltd.** | CRISIL AAA | 0.20% |
| REC LTD** | CRISIL AAA | 0.20% |
| DME DEVELOPMENT LIMITED** | CRISIL AAA | 0.17% |
| DME DEVELOPMENT LIMITED** | CRISIL AAA | 0.17% |
| DME DEVELOPMENT LIMITED** | CRISIL AAA | 0.17% |
| DME DEVELOPMENT LIMITED** | CRISIL AAA | 0.17% |
| DME DEVELOPMENT LIMITED** | CRISIL AAA | 0.17% |
| DME DEVELOPMENT LIMITED** | CRISIL AAA | 0.17% |
| DME DEVELOPMENT LIMITED** | CRISIL AAA | 0.17% |
| DME DEVELOPMENT LIMITED** | CRISIL AAA | 0.17% |
| DME DEVELOPMENT LIMITED** | CRISIL AAA | 0.17% |
| DME DEVELOPMENT LIMITED** | CRISIL AAA | 0.17% |
| LIC HOUSING FINANCE LTD.** | CRISIL AAA | 0.16% |
| HDB FINANCIAL SERVICES LTD.** | CRISIL AAA | 0.16% |
| Power Finance Corporation Ltd.** | CRISIL AAA | 0.15% |
| INDIAN RAILWAY FINANCE CORPORATION LTD. | CRISIL AAA | 0.14% |
| NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT** | CRISIL AAA | 0.13% |
| INDIAN RAILWAY FINANCE CORPORATION LTD.** | CRISIL AAA | 0.11% |
| Power Grid Corporation of India Ltd.** | CRISIL AAA | 0.07% |
| Power Finance Corporation Ltd.** | CRISIL AAA | 0.07% |
| REC LTD** | CRISIL AAA | 0.06% |
| Power Grid Corporation of India Ltd.** | CRISIL AAA | 0.06% |
| Power Finance Corporation Ltd.** | CRISIL AAA | 0.06% |
| Power Grid Corporation of India Ltd.** | CRISIL AAA | 0.06% |
| U P Power Corporation Ltd ( Guaranteed By UP State Government ) ** | CRISIL A+(CE) | 0.01% |
| PTC SIDDHIVINAYAK SECURITISATION TRUST 28/09/2030(SIDDHIVINAYAK TRUST)** | CRISIL AAA(SO) | 2.43% |
| PTC SHIVSHAKTI SECURITISATION TRUST 28/09/2029(SHIVSHAKTI TRUST)** | CRISIL AAA(SO) | 2.43% |
| Central Government - 2064 | SOV | 18.19% |
| Central Government - 2053 | SOV | 6.45% |
| Central Government - 2065 | SOV | 4.56% |
| Central Government - 2074 | SOV | 4.41% |
| Central Government - 2054 | SOV | 4.24% |
| Rajasthan State Govt - 2035 - Rajasthan | SOV | 2.45% |
| Bihar State Govt - 2035 - Bihar | SOV | 2.19% |
| Bihar State Govt - 2034 - Bihar | SOV | 1.14% |
| Maharashtra State Govt - 2037 - Maharashtra | SOV | 0.65% |
| Bihar State Govt - 2036 - Bihar | SOV | 0.33% |
| Tamil Nadu State Govt - 2033 - Tamil Nadu | SOV | 0.32% |
| Madhya Pradesh State Govt - 2027 - Madhya Pradesh | SOV | 0.16% |
| Maharashtra State Govt - 2038 - Maharashtra | SOV | 0.16% |
| Central Government - 2030 | SOV | 0.16% |
| Andhra Pradesh State Govt - 2030 - Andhra Pradesh | SOV | 0.16% |
| Bihar State Govt - 2035 - Bihar | SOV | 0.16% |
| Maharashtra State Govt - 2026 - Maharashtra | SOV | 0.10% |
| Punjab State Govt - 2026 - Punjab | SOV | 0.10% |
| Maharashtra State Govt - 2026 - Maharashtra | SOV | 0.08% |
| Tamil Nadu State Govt - 2028 - Tamil Nadu | SOV | 0.07% |
| Andhra Pradesh State Govt - 2026 - Andhra Pradesh | SOV | 0.06% |
| Kerala State Govt - 2026 - Kerala | SOV | 0.05% |
| Central Government - 2033 | SOV | 0.04% |
| Uttar Pradesh State Govt - 2037 - Uttar Pradesh | SOV | 0.00% |
| Central Government - 2050 | SOV | 0.00% |
| GS CG 25/11/2035 - (STRIPS) | SOV | 0.51% |
| GS CG 15/04/2038 - (STRIPS) | SOV | 0.41% |
| GS CG 06/05/2038 - (STRIPS) | SOV | 0.28% |
| GS CG 15/04/2045 - (STRIPS) | SOV | 0.24% |
| GS CG 25/05/2043 - (STRIPS) | SOV | 0.19% |
| GS CG 22/04/2036 - (STRIPS) | SOV | 0.16% |
| GS CG 25/05/2036 - (STRIPS) | SOV | 0.09% |
| GS CG 25/05/2037 - (STRIPS) | SOV | 0.08% |
| GS CG 25/05/2038 - (STRIPS) | SOV | 0.08% |
| GS CG 25/11/2038 - (STRIPS) | SOV | 0.07% |
| GS CG 25/05/2040 - (STRIPS) | SOV | 0.06% |
| GS CG 25/11/2040 - (STRIPS) | SOV | 0.06% |
| GS CG 25/05/2041 - (STRIPS) | SOV | 0.06% |
| SBI ALTERNATIVE INVESTMENT FUND | Alternative Investment Fund | 0.28% |
Portfolio data is as on date 31 October, 2025
NAV (Net asset value) history
Kotak Debt Hybrid - Growth - 30 days NAV history
| Date | NAV |
|---|---|
| 5 December, 2025 | 59.428 |
| 4 December, 2025 | 59.2514 |
| 3 December, 2025 | 59.222 |
| 2 December, 2025 | 59.3295 |
| 1 December, 2025 | 59.3482 |
| 28 November, 2025 | 59.424 |
| 27 November, 2025 | 59.5426 |
| 26 November, 2025 | 59.6194 |
| 25 November, 2025 | 59.4807 |
| 24 November, 2025 | 59.3811 |
| 21 November, 2025 | 59.3348 |
| 20 November, 2025 | 59.4218 |
| 19 November, 2025 | 59.3464 |
| 18 November, 2025 | 59.2479 |
| 17 November, 2025 | 59.2465 |
| 14 November, 2025 | 59.1594 |
| 13 November, 2025 | 59.236 |
| 12 November, 2025 | 59.3424 |
| 11 November, 2025 | 59.2464 |
| 10 November, 2025 | 59.109 |
| 7 November, 2025 | 59.0626 |
| 6 November, 2025 | 59.0929 |
| 4 November, 2025 | 59.1538 |
| 3 November, 2025 | 59.1886 |
| 31 October, 2025 | 59.1623 |
| 30 October, 2025 | 59.2095 |
| 29 October, 2025 | 59.4141 |
| 28 October, 2025 | 59.3604 |
| 27 October, 2025 | 59.3816 |
| 24 October, 2025 | 59.2819 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Kotak Debt Hybrid - Growth?
The latest NAV of Kotak Debt Hybrid - Growth is 59.428 as on 5 December, 2025.What are YTD (year to date) returns of Kotak Debt Hybrid - Growth?
The YTD (year to date) returns of Kotak Debt Hybrid - Growth are 4.88% as on 5 December, 2025.What are 1 year returns of Kotak Debt Hybrid - Growth?
The 1 year returns of Kotak Debt Hybrid - Growth are 3.76% as on 5 December, 2025.What are 3 year CAGR returns of Kotak Debt Hybrid - Growth?
The 3 year annualized returns (CAGR) of Kotak Debt Hybrid - Growth are 9.8% as on 5 December, 2025.What are 5 year CAGR returns of Kotak Debt Hybrid - Growth?
The 5 year annualized returns (CAGR) of Kotak Debt Hybrid - Growth are 9.77% as on 5 December, 2025.What are 10 year CAGR returns of Kotak Debt Hybrid - Growth?
The 10 year annualized returns (CAGR) of Kotak Debt Hybrid - Growth are 9.77% as on 5 December, 2025.