TickerKhojKotak Mahindra Mutual Fund · Hybrid · Conservative Hybrid · Direct plan
Kotak Conservative Hybrid Fund - Direct Plan - Growth
₹69.4012NAV on 3 Nov 2026Expense ratio 0.60%
3 Nov 2025NAV low 66.65 · high 70.59+1.2%
In plain words
Over 3 years it returned +8.4% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -4.0%.
On 3-year return it ranks 6 of 18 funds in Conservative Hybrid.
A monthly SIP over 10 years ended ₹1,37,097 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.6% | +4.6% |
| 3 months | -1.3% | -3.8% |
| 6 months | +1.7% | -1.6% |
| 1 year | +1.2% | -8.1% |
| 3 years (yearly) | +8.4% | +8.0% |
| 5 years (yearly) | +8.0% | +6.5% |
| 10 years (yearly) | +9.4% | +11.7% |
| Since start (yearly) | +10.1% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,21,003 | +1.5% |
| 3 years | ₹3,60,000 | ₹3,85,438 | +4.5% |
| 5 years | ₹6,00,000 | ₹7,22,963 | +7.4% |
| 10 years | ₹12,00,000 | ₹19,54,899 | +9.4% |
Other plan of this fund: Kotak Conservative Hybrid Fund - Regular Plan - Growth