| Scheme Name | 1Y(%) | 2Y(%) | 3Y(%) | 5Y(%) | 10Y(%) |
|---|---|---|---|---|---|
| Kotak Debt Hybrid - Growth | 12.71 | 12.43 | 10.07 | 11.35 | 9.61 |
| HSBC Conservative Hybrid Fund - Regular Growth | 16.18 | 13.26 | 9.41 | 9.22 | 7.81 |
| Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth | 12.87 | 12.73 | 11.1 | 0 | 0 |
| UTI Conservative Hybrid Fund - Regular Plan - Growth Option | 12.5 | 11.23 | 9.02 | 9.89 | 8.42 |
| ICICI Prudential Regular Savings Fund - Plan - Growth | 12.01 | 11.06 | 9.57 | 9.71 | 9.42 |
| SBI Conservative Hybrid Fund - Regular Plan - Growth | 11.99 | 11.42 | 9.62 | 11.1 | 9.25 |
| DSP Regular Savings Fund- Regular Plan - Growth | 11.46 | 11.2 | 9.03 | 8.65 | 7.09 |
| Franklin India Debt Hybrid Fund - Growth | 11.43 | 10.68 | 8.84 | 8.19 | 7.66 |
| Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option | 11.11 | 9.77 | 7.89 | 9.24 | 8.09 |
| Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan | 11.08 | 9.72 | 8.85 | 9.59 | 8.59 |
| Based On | Kotak Debt Hybrid - Growth | BSE India 10 Year Sovereign Bond | Hybrid: Conservative |
|---|---|---|---|
| CAGR since inception | 8.58% | 6.42% | 8.69% |
| 1 Year | 12.71% | 7.26% | 10.61% |
| 3 Year | 10.07% | 5.86% | 8.84% |
| 5 Year | 11.35% | 6.93% | 8.88% |
| 10 Year | 9.61% | 7.43% | 7.73% |
| Nav / Index Value as on2024-12-22 | 3,033.04% | 0.00% | 0.00% |
| Sector | Allocation |
|---|---|
| Others | 1.24 |
| Debt | 73.26 |
| Mutual Funds | 0.22 |
| Cash & Cash Equivalents | 1.22 |
| Equity | 24.06 |
| Company | Holding |
|---|---|
| INFOSYS LIMITED | 1.72 |
| MARUTI SUZUKI INDIA LIMITED | 1.24 |
| HERO MOTOCORP LIMITED | 1.14 |
| TECH MAHINDRA LIMITED | 1.09 |
| HINDUSTAN UNILEVER LIMITED | 1.07 |
| ICICI BANK LIMITED | 1.01 |
| NTPC LIMITED | 0.97 |
| HINDUSTAN PETROLEUM CORPORATION LIMITED | 0.85 |
| STATE BANK OF INDIA | 0.84 |
| BANK OF BARODA | 0.81 |
To calculate the Kotak Mahindra Mutual Fund :
1. Visit https://www.swarajfinpro.com/Calculator-SIP
2. Put the monthly SIP amount.
3. Put the monthly expected returns.
4. Write down the time period of investment.
