hybridLow risk

Kotak Conservative Hybrid Fund - Direct Plan - Growth

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Kotak Mahindra Mutual Fund. It's been running since 30 Jan 2013.

Latest price per unit

₹69.9852

▼ 0.17% today

As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.05 L

▲ ₹5.0k gain · 5.0% / year

Invested 3 years ago

₹1.29 L

▲ ₹29.5k gain · 9.0% / year

Invested 5 years ago

₹1.54 L

▲ ₹53.5k gain · 9.0% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

4.5%

The value swings roughly 4% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-11.80%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year4.98%

CAGR — 3 years9.00%

CAGR — 5 years8.95%

CAGR — since launch10.35%

Volatility — 1 year (annualised)4.12%

Volatility — 3 years (annualised)4.48%

Max drawdown — 1 year-3.98%

Max drawdown — 3 years-3.98%

Sharpe ratio — 1 year (rf=6%)-0.22

Sharpe ratio — 3 years (rf=6%)0.67

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Hybrid Schemes - Conservative Hybrid Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF174K01JZ1
ISIN (Div re-invest): —
Fund code: 120154
First price on record: 30 Jan 2013 · 3,278 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.