NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹52.88
0.16%
NAV as on 30 Apr 24, 12:00 AM
moderately high risk
conservative allocation
debt
NAV as on 30 Apr 24, 12:00 AM
moderately high risk
conservative allocation
debt
16.17%p.a.
Last 1Y
10.66%p.a.
Last 3Y
11.37%p.a.
Last 5Y
8.49%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 2,360.78 Cr fund under management as on Apr 2024. The expense ratio of this fund is less than that of most other Fund category Conservative Allocation funds.
- Kotak Debt Hybrid Growth delivered 16.2% annual returns during the last year. It has delivered 8.5% 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
29.41%
8.25% Govt Stock 2033
10.00%
7.25% Govt Stock 2063
5.06%
State Bank of India 0.0834%
2.99%
7.17% Govt Stock 2030
2.46%
HDFC Bank Limited
2.11%
Maruti Suzuki India Ltd
1.78%
Power Finance Corp Ltd
1.52%
8.12% Govt Stock 2031
1.49%
Hero MotoCorp Ltd
1.30%
Fund Managers
- Abhishek Bisen (Apr 2008 - Present)
- Devender Singhal (Aug 2015 - Present)
- Palha Khanna (Jul 2023 - Present)
Key Information
View Scheme Document
Kotak Debt Hybrid Growth SIP Calculator
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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 Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% 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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Frequently Asked Questions
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