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


Kotak Debt Hybrid Growth for NRI [55.10]

Min Investment


Fund Size

2,548.26 Cr

Expense Ratio


Exit Load


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



NAV as on 14 Jul 24, 12:00 AM

moderately high risk

conservative allocation


NAV as on 14 Jul 24, 12:00 AM

moderately high risk

conservative allocation



Last 1Y


Last 3Y


Last 5Y


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 2,548.26 Cr fund under management as on Jul 2024. The expense ratio of this fund is less than that of most other Fund category Conservative Allocation funds.

  • Kotak Debt Hybrid Growth delivered 16.5% 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


7.25% Govt Stock 2063


8.34% Govt Stock 2033


7.18% Govt Stock 2033


7.3% Govt Stock 2053


7.46% Govt Stock 2073


7.34% Govt Stock 2064


7.17% Govt Stock 2030


HDFC Bank Limited


Maruti Suzuki India Ltd


Fund Managers

  1. Abhishek Bisen (Apr 2008 - Present)
  2. Devender Singhal (Aug 2015 - Present)
  3. Palha Khanna (Jul 2023 - Present)

Key Information

View Scheme Document

Kotak Debt Hybrid Growth SIP Calculator

If invested


per month

For a period of

Investment of 0 could have been


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

Frequently Asked Questions