VALARTH See the full analysis in the appOpen in app
Hybrid · Conservative Hyrbid

Kotak Conservative Hybrid Fund

Kotak Mahindra Mutual Fund
Benchmark
CRISIL Hybrid 85+15 - Conservative Index
Riskometer
Moderately High
Size
₹2,708 cr
Allotted
2 Dec 2003
Holdings as of
Not on record

Kotak Conservative Hybrid Fund is a conservative hyrbid fund of Kotak Mahindra Mutual Fund with ₹2,708 cr under management. It is ahead of its benchmark (CRISIL Hybrid 85+15 - Conservative Index) in 3 of 4 periods. Its direct plan charges 0.60% a year. Abhishek Bisen has managed it for 18.5 years.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is Kotak Conservative Hybrid Fund invested in?

Mix not on record

Has Kotak Conservative Hybrid Fund beaten its benchmark?

Ahead of its benchmark, CRISIL Hybrid 85+15 - Conservative Index, in 3 of 4 periods in AMFI's figures; +0.28% over the last year against +1.42%.

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty 500 TRIAhead
1 month−1.44% −3.60% —
3 months−1.56% −5.03% —
6 months+0.46% −1.83% —
1 year+0.23% −4.06% +4.29 pts
3 years+8.11% +9.27% −1.16 pts
5 years+7.73% +8.00% −0.27 pts
10 years+9.29% +12.69% −3.40 pts
Since start
from 30 Jan 2013
+10.12%——
Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (CRISIL Hybrid 85+15 - Conservative Index) in 3 of 4 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +0.28%−0.89%+1.42% −1.14 🔒
3y +8.17%+6.88%+6.98% +1.19 🔒
5y +7.82%+6.46%+6.05% +1.77 🔒
10y +9.33%+7.97%+7.66% +1.67 🔒
Ahead in points a year · its rank among Conservative Hyrbid funds, and how steady the lead is, in the app

Value of 100, month-end

Oct 2016 to 14 Oct 2026
50100150200250300350400 20172019202120232025
Fund 242Nifty 500 TRI 327

₹100 put in at the start of Oct 2016 would be ₹242 on 14 Oct 2026, against ₹327 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Kotak Conservative Hybrid Fund cost?

0.60% a year on the direct plan, 1.76% on the regular plan; 2 of 18 funds in its category charge less.

Direct plan
0.60% a year
Category median 0.99%
Regular plan
1.76% a year
Category median 1.83%
Gap
1.16 points
for the same holdings
2 of 18 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Hybrid Schemes - Conservative Hybrid Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Kotak Conservative Hybrid Fund?

Shibani Sircar Kurian, since 3 Sep 2024; Abhishek Bisen, since 1 Apr 2008.

Shibani Sircar Kurian
2.1 years
since 3 Sep 2024
Abhishek Bisen
18.5 years
since 1 Apr 2008
Benchmark as filedCRISIL Hybrid 85+15 - Conservative Index
Exit load
• For redemption / switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. • If units redeemed or switched out are in excess of the limit within 1 year months from the date of allotment: 1% • If units are redeemed or switched out on or after 1 year from the date of allotment: NIL
From 2 Scheme Summary Documents filed with NSE, first on 30 Aug 2026; as on 29 Sep 2026

Questions people ask

Who manages Kotak Conservative Hybrid Fund?

Shibani Sircar Kurian (manager) since 3 Sep 2024; Abhishek Bisen (manager) since 1 Apr 2008.

What is the expense ratio of Kotak Conservative Hybrid Fund?

0.60% a year on the direct plan and 1.76% on the regular plan (expense report, Oct 2026).

How has Kotak Conservative Hybrid Fund done?

Its direct plan returned +8.17% a year over 3 years against +6.98% for its benchmark, CRISIL Hybrid 85+15 - Conservative Index, as of 13 Oct 2026.

Inside the app

See Kotak Conservative Hybrid Fund beside your own funds in Valarth

Start freeStart free
A Valarth stock page: the share price with its chart and 52-week range, valuation and profitability figures, and a scorecard of health checks.
Stock pagePrice, valuation, profitability and a scorecard of health checks for every company, each figure explained.
The Valarth stock screener: a table of companies with price, market cap, P/E, P/B, PEG, EPS and ROE, and filters down the left.
ScreenerEvery listed company, filtered on 212 figures, each with a plain-language lesson beside it.
The Valarth AI Screener answering 'Which companies will benefit from India's Project 75 submarine programme?' with a basket of four naval shipbuilders and a written thesis.
AI ScreenerAsk a question in plain English, like which companies benefit from India's Project 75. It reads the intent, builds the screen and writes the thesis.
A Valarth business-model card for State Bank of India, with a plain-language summary and statements verified against the filing.
Business modelHow a company makes money and what can hurt it, each statement checked against its annual report.
Valarth's Before the Bell edition, with the day's headline, regulator notes and sector moves.
Before the BellA morning edition before the market opens: what moved, which rule changed, and what it means for your holdings.

Kotak Conservative Hybrid Fund in the app: beside your own funds, with what you own through them

See the full analysis in the app →See pricing
Share this page