What is the 5-year rolling return of Kotak Conservative Hybrid Fund?

Across 2,102 overlapping 5-year holding periods between 30 January 2013 and 16 October 2026, the Direct plan of Kotak Conservative Hybrid Fund returned an average of 10.82% a year, with a median of 10.68%. The best 5-year stretch returned 15.15% a year and the worst returned 6.36%.

Has Kotak Conservative Hybrid Fund ever lost money over 5 years?

No. Every one of the 2,102 5-year holding periods in this fund's history ended in profit. The weakest returned 6.36% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Kotak Conservative Hybrid Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 10.82% a year on the Direct plan against 9.48% on the Regular plan, a difference of 1.35% a year.

What is the 1-year rolling return of Kotak Conservative Hybrid Fund?

Across 3,070 overlapping 1-year holding periods between 30 January 2013 and 16 October 2026, the Direct plan of Kotak Conservative Hybrid Fund returned an average of 11.02% a year, with a median of 10.78%. The best 1-year stretch returned 30.91% a year and the worst returned -2.22%.

What is the 3-year rolling return of Kotak Conservative Hybrid Fund?

Across 2,588 overlapping 3-year holding periods between 30 January 2013 and 16 October 2026, the Direct plan of Kotak Conservative Hybrid Fund returned an average of 11.05% a year, with a median of 11.37%. The best 3-year stretch returned 16.39% a year and the worst returned 3.67%.

What is the 7-year rolling return of Kotak Conservative Hybrid Fund?

Across 1,617 overlapping 7-year holding periods between 30 January 2013 and 16 October 2026, the Direct plan of Kotak Conservative Hybrid Fund returned an average of 10.87% a year, with a median of 10.91%. The best 7-year stretch returned 12.32% a year and the worst returned 8.52%.

What is the 10-year rolling return of Kotak Conservative Hybrid Fund?

Across 892 overlapping 10-year holding periods between 30 January 2013 and 16 October 2026, the Direct plan of Kotak Conservative Hybrid Fund returned an average of 10.96% a year, with a median of 10.95%. The best 10-year stretch returned 12.02% a year and the worst returned 9.29%.

Kotak Mahindra Mutual Fund

Kotak Conservative Hybrid Fund — rolling returns

Conservative Hybrid · NAV data as of 16 October 2026

3,309 daily NAV records since 30 January 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 2,102 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 30 January 2013 to 16 October 2026

Average rolling return

10.82%

Windows computed

2,102

Median return

10.68%

Standard deviation

1.49%

Best 5-year window

15.15%a year

Invested 24 Mar 2020 · exited 24 Mar 2025

Worst 5-year window

6.36%a year

Invested 23 Mar 2015 · exited 23 Mar 2020

Consistency — share of 5-year windows

Above 0%: 100.0% (2,102 of 2,102)
Above 8%: 98.0% (2,059 of 2,102)
Above 12%: 25.0% (525 of 2,102)
Above 15%: 0.1% (2 of 2,102)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 422 of 2,102 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Kotak Conservative Hybrid Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	11.02%	11.05%	10.82%	10.87%	10.96%
Median	10.78%	11.37%	10.68%	10.91%	10.95%
Minimum	-2.22%	3.67%	6.36%	8.52%	9.29%
Maximum	30.91%	16.39%	15.15%	12.32%	12.02%
Std deviation	6.15%	2.28%	1.49%	0.62%	0.56%
Consistency
Above 0%	98.79%	100.00%	100.00%	100.00%	100.00%
Above 8%	63.03%	88.10%	97.95%	100.00%	100.00%
Above 12%	41.95%	37.48%	24.98%	1.61%	0.22%
Above 15%	28.05%	3.13%	0.10%	0.00%	0.00%
Coverage
Windows computed	3,070	2,588	2,102	1,617	892

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.35% a year more than Regular.

This fund's Regular plan has NAV going back to 1 March 2011, but its Direct plan only began on 30 January 2013. The 461 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for Kotak Conservative Hybrid Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	10.82%	9.48%
Best window	15.15%from 24 Mar 2020	13.68%from 24 Mar 2020
Worst window	6.36%from 23 Mar 2015	5.09%from 23 Mar 2015
Windows computed	2,102	2,103

Common questions about Kotak Conservative Hybrid Fund

What is the 5-year rolling return of Kotak Conservative Hybrid Fund?: Across 2,102 overlapping 5-year holding periods between 30 January 2013 and 16 October 2026, the Direct plan of Kotak Conservative Hybrid Fund returned an average of 10.82% a year, with a median of 10.68%. The best 5-year stretch returned 15.15% a year and the worst returned 6.36%.
Has Kotak Conservative Hybrid Fund ever lost money over 5 years?: No. Every one of the 2,102 5-year holding periods in this fund's history ended in profit. The weakest returned 6.36% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Kotak Conservative Hybrid Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 10.82% a year on the Direct plan against 9.48% on the Regular plan, a difference of 1.35% a year.
What is the 1-year rolling return of Kotak Conservative Hybrid Fund?: Across 3,070 overlapping 1-year holding periods between 30 January 2013 and 16 October 2026, the Direct plan of Kotak Conservative Hybrid Fund returned an average of 11.02% a year, with a median of 10.78%. The best 1-year stretch returned 30.91% a year and the worst returned -2.22%.
What is the 3-year rolling return of Kotak Conservative Hybrid Fund?: Across 2,588 overlapping 3-year holding periods between 30 January 2013 and 16 October 2026, the Direct plan of Kotak Conservative Hybrid Fund returned an average of 11.05% a year, with a median of 11.37%. The best 3-year stretch returned 16.39% a year and the worst returned 3.67%.
What is the 7-year rolling return of Kotak Conservative Hybrid Fund?: Across 1,617 overlapping 7-year holding periods between 30 January 2013 and 16 October 2026, the Direct plan of Kotak Conservative Hybrid Fund returned an average of 10.87% a year, with a median of 10.91%. The best 7-year stretch returned 12.32% a year and the worst returned 8.52%.
What is the 10-year rolling return of Kotak Conservative Hybrid Fund?: Across 892 overlapping 10-year holding periods between 30 January 2013 and 16 October 2026, the Direct plan of Kotak Conservative Hybrid Fund returned an average of 10.96% a year, with a median of 10.95%. The best 10-year stretch returned 12.02% a year and the worst returned 9.29%.

Compare with other funds

Other Conservative Hybrid funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.