Kotak Mahindra Hybrid Mutual Funds

Kotak Mahindra Hybrid Mutual Fund is a type of fund that invests in both debt and equity instruments. The fund typically invests 65-80% of its corpus in equity and debt instruments. The fund can also switch between equity and debt instruments depending on the market conditions to maximise returns. Experienced fund managers with deep market knowledge and expertise manage the fund.

Best Mutual Funds 2024

Returns

Sort by

Mutual Fund Schemes
NAV
5Y Returns
AUM(in Cr.)
Compare
59.63Mar 27, 2024
19%
₹4,813
36.55Mar 27, 2024
19%
₹4,813
51.65Mar 27, 2024
17%
₹4,813
30.36Mar 27, 2024
17%
₹4,813
30.36Mar 27, 2024
17%
₹4,813
19.04Mar 27, 2024
13%
₹15,615
59.32Mar 27, 2024
13%
₹2,301
17.81Mar 27, 2024
12%
₹15,615
52.18Mar 27, 2024
11%
₹2,301
25.32Mar 27, 2024
12%
₹4,118
23.39Mar 27, 2024
11%
₹4,118
12.74Mar 27, 2024
11%
₹2,301
12.74Mar 27, 2024
11%
₹2,301
17.13Mar 27, 2024
11%
₹4,118
17.13Mar 27, 2024
11%
₹4,118

Investment Objective

The primary investment objective of Kotak Mahindra Hybrid Mutual Fund schemes is to generate long-term capital appreciation and income by investing in a diversified portfolio of equity and debt instruments. 

Risks Involved in Kotak Mahindra Hybrid Mutual Fund Schemes

An investor can make more informed investment decisions by understanding the Kotak Mahindra Hybrid Mutual Fund risks. Here is the list of associated risks an investor can anticipate while investing in the best Kotak Mahindra Hybrid Mutual Fund schemes: 

  1. Market Risk: As with all equity investments, Kotak Mahindra Hybrid Mutual Fund schemes are subject to market risk, which means that the value of the investments may fluctuate due to changes in the value of the underlying securities in the fund.
  2. Interest Rate Risk: With hybrid funds, losses occur due to changes in the interest rate environment. The key reason behind this is the debt component of the fund is exposed to the risk of a rise in interest rate. 
  3. Credit Risk: There is a risk of default in the debt component of the hybrid fund, as it typically includes corporate bonds. If the issuer of the bond defaults, then the fund may incur losses. 
  4. Liquidity Risk: Hybrid funds usually invest in equity and debt instruments, which can have different levels of liquidity. Equity funds are typically more liquid than debt funds, which can lead to a liquidity mismatch in the case of hybrid funds. 
  5. Management Risk: Kotak Mahindra Hybrid Mutual funds are managed by fund managers who can invest in different securities. As such, the fund's performance depends on the manager's skill and analysis. 

Return Potential of Kotak Mahindra Hybrid Mutual Funds 

Kotak Mahindra Hybrid Mutual Fund returns make it clear that it is one of the best investment instruments to generate a great fortune. The potential return of Kotak Mahindra Hybrid Mutual Fund schemes will depend on various factors, including the type of fund, the fund's past performance, the current state of the markets and the size of the fund. Investors should consult a financial advisor before investing in any mutual fund scheme. 

Who Should Invest in Kotak Mahindra Hybrid Mutual Fund? 

Kotak Mahindra Hybrid Mutual Fund schemes are suitable for investors with a medium to high-risk appetite seeking to generate long-term capital appreciation while also seeking to preserve their capital over the long term. These funds are suitable for investors who want to take advantage of the returns of equity and debt securities while mitigating the risks associated with investing in either asset class.

Things to Consider Before Investing in Kotak Mahindra Hybrid Mutual Funds

An investor must decide on several things before making an investment decision, including Kotak Mahindra Hybrid Mutual Fund Schemes NAV, return potential, associated risks, etc. 

  1. Investment Objectives of the Fund: Before investing in Kotak Mahindra Hybrid Mutual Funds, you should assess your financial goals and identify the type of fund best suited to your investment objectives. 
  2. Risk Tolerance Capabilities: The risk associated with investing in hybrid funds depends on the type of assets being held in the portfolio. For instance, equity-oriented are considered to be riskier than debt-oriented hybrid funds. Therefore, you should know your risk tolerance before investing in hybrid funds.
  3. Fund Manager's Track Record: You should check the fund manager's track record and the fund's performance over time to ensure that you are investing in the right fund. 
  4. Expense Ratio: Hybrid funds typically have higher expense ratios than other types of mutual funds. Therefore, it is important to consider the expense ratio before investing in the fund to ensure you are not paying too much in fees. 
  5. Asset Allocation: The fund's asset allocation should be in line with your investment objectives. It would help if you understood the fund's holdings and asset allocation before investing.

Tax on Kotak Mahindra Hybrid Mutual Funds

The tax applicable on Kotak Mahindra Hybrid Mutual Funds is the same as that on all other kotak mutual funds. This includes capital gains tax, short-term capital gains tax, and long-term capital gains tax. Capital gains tax is applicable when you sell the units in your fund. Short-term capital gains tax is applicable if you sell the units within a year of purchase, while long-term capital gains tax is applicable if you sell the units after a year of purchase. The tax rate varies depending on the investor's income tax slab.

Get your latest Credit Score, FREE

Mutual Funds Calculator

Frequently Asked Questions (FAQs)

How is Kotak Mahindra Hybrid Mutual Fund doing?

Kotak Mahindra Hybrid Mutual Fund has been performing well in recent years. It has consistently outperformed the benchmark indices and given investors good returns. It has a 5-year return of over 14% and a 10-year return of over 11%. In addition, it has a low expense ratio, making it a cost-effective option for investors

Is Kotak Mahindra Hybrid Mutual Fund safe?

Yes, Kotak Mahindra Hybrid Mutual Funds are generally considered to be safe investments. These funds combine equity and debt instruments, which help balance the risk and provide potential returns. However, the safety of any investment depends on the individual investor's risk appetite and financial goals.

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money