Kotak Conservative Hybrid Fund
Direct · Growth ₹70.68
11 Nov 2026
NAV
11.1%
3Y CAGR
10.8%
5Y CAGR
10.9%
10Y CAGR
10.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.44
Sharpe
-11.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.57 L | 11.0% | -13.1% | 28.5% |
| 3 Years | ₹36.00 L | ₹42.15 L | 10.8% | 0.3% | 18.1% |
| 5 Years | ₹60.00 L | ₹78.47 L | 10.7% | 4.0% | 14.9% |
| 7 Years | ₹84.00 L | ₹1.23 Cr | 11.0% | 6.2% | 13.7% |
| 10 Years | ₹1.20 Cr | ₹2.11 Cr | 11.0% | 9.2% | 12.5% |
| 12 Years | ₹1.44 Cr | ₹2.85 Cr | 10.8% | 9.4% | 11.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 11.0% | 6.7% |
| 3 Years | 10.8% | 9.2% |
| 5 Years | 10.7% | 8.9% |
| 7 Years | 11.0% | 8.6% |
| 10 Years | 11.0% | 8.8% |
| 12 Years | 10.8% | 8.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 11.0% | 10.8% | -2.1% | 30.9% | 0.73 | 2.53 | 99% | — | — |
| 3 Years | 11.1% | 11.4% | 3.7% | 16.2% | 1.99 | 25.69 | 100% | — | — |
| 5 Years | 10.8% | 10.7% | 6.4% | 15.2% | 2.86 | 1155.08 | 100% | — | — |
| 10 Years | 10.9% | 10.9% | 9.2% | 12.0% | 7.44 | — | 100% | — | — |
-11.8%
Max Drawdown
1 mo
Drawdown Duration
3 mo
Recovery Time
-0.9%
Avg Drawdown
Calmar Ratio by Duration
0.93
1Y
0.94
3Y
0.92
5Y
0.92
7Y
0.93
10Y
0.93
12Y