The Scheme seeks to enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments. By investing in debt securities, the Scheme will aim at generating regular returns, while enhancement of return is intended through investing in equity and equity related securities.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Shibani Sircar Kurian
Ms. Kurian has done PGDM (Specialization in Finance), BSc (Hons)-Economics
Prior to joining Kotak AMC, she was working with Dawnay Day AV India Advisors Pvt Ltd and UTI AMC.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Kotak Conservative Hybrid Fund is ₹59.98 as of 2026-08-27.
Kotak Conservative Hybrid Fund is classified as a Conservative Hybrid fund.
The Assets Under Management (AUM) of Kotak Conservative Hybrid Fund is ₹2,860.04 Cr.
The expense ratio of Kotak Conservative Hybrid Fund is 1.75%.
Kotak Conservative Hybrid Fund is managed by Shibani Sircar Kurian.
The minimum SIP investment for Kotak Conservative Hybrid Fund is ₹100.
The exit load for Kotak Conservative Hybrid Fund is 1%.
As per the SEBI Riskometer, Kotak Conservative Hybrid Fund carries a High risk level.
Kotak Conservative Hybrid Fund has delivered 3.94% (1Y), 7.96% (3Y) and 7.82% (5Y) annualised returns as of 2026-08-27.
Kotak Conservative Hybrid Fund was launched on 1994-08-05.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
