NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Kotak Debt Hybrid Growth for NRI [56.03]

Min Investment

₹100

Fund Size

₹2,999.05 Cr

Expense Ratio

1.7%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

₹56.03

0.08%

NAV as on 19 Nov 24, 12:00 AM

moderately high risk

conservative allocation

debt

NAV as on 19 Nov 24, 12:00 AM

moderately high risk

conservative allocation

debt

14.72%p.a.

Last 1Y

9.09%p.a.

Last 3Y

11.28%p.a.

Last 5Y

8.62%p.a.

Since Inception

About Kotak Debt Hybrid Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Kotak Debt Hybrid Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Conservative Allocation mutual fund scheme that predominantly invests in Conservative Allocation stocks of companies. Launched on Dec 2003, Kotak Debt Hybrid Growth is Conservative Allocation fund of its category with 2,999.05 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Conservative Allocation funds.

  • Kotak Debt Hybrid Growth delivered 14.7% annual returns during the last year. It has delivered 8.6% average annual returns since the fund was launched.
  • Kotak Debt Hybrid Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in debt

Fund Objective

The investment objective of the Scheme is 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. The Scheme may also use various derivative and hedging products from time to time, in the manner permitted by SEBI. There is no assurance that the investment objective of the Schemes will be realised.

Top 10 Holdings

7.18% Govt Stock 2037

18.89%

7.25% Govt Stock 2063

7.57%

7.3% Govt Stock 2053

7.26%

7.02% Govt Stock 2031

5.73%

7.32% Govt Stock 2030

4.78%

7.34% Govt Stock 2064

2.33%

7.46% Govt Stock 2073

2.13%

7.23% Govt Stock 2039

2.07%

7.17% Govt Stock 2030

1.97%

National Bank For Agriculture And Rural Development

1.67%

Fund Managers

  1. Abhishek Bisen (Apr 2008 - Present)
  2. Shibani Kurian (Sep 2024 - Present)

Key Information

View Scheme Document

Kotak Debt Hybrid Growth SIP Calculator

If invested

₹5,000

per month

For a period of

Investment of ₹0 could have been

₹0(+0.0%)

₹0 (+0.0%)

This Fund

₹0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Kotak Debt Hybrid Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Kotak Debt Hybrid Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Debt Hybrid Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

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