Kotak Debt Hybrid Fund(G)-Direct Plan
This fund ranks 5th out of 18 funds in its category.
69/100Analysing fundamental ratios like Sharpe, Sortino, Treynor, Jensen’s Alpha along with the age of the fund.
Strengths and Weaknesses
Low expense ratio compared to its category average.
Under the debt allocation portfolio, the fund holds high-quality bonds and securities, along with a well-diversified portfolio.
Under the debt allocation, the fund has potential for higher returns due to its high Net Yield to Maturity (YTM).
The fund has low historical risk-adjusted returns.
During periods of market volatility, this fund's risk management strategy falls short of providing adequate protection to investors.
Limited ability to outperform the benchmark.
Under debt allocation, the fund has a high modified duration indicating it is more sensitive to changes in market interest rates, suggesting higher risk for the fund.
Who should invest?
Conservative investors seeking higher returns than traditional bank FDs while maintaining minimal exposure to equity allocation may find this fund appealing.
Who should avoid?
Aggressive investors who prioritize a predominantly equity focused approach should avoid this fund.
This analysis is updated as on March 2025.
The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
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