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Kotak Equity Hybrid Fund Direct IDCW

Hybrid
Aggressive Hybrid
Very High Risk
51.86%
1Y return
+0.83% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹25.40
Min. SIP Amount₹1,000
Rating4star
Fund Size₹1,760.44 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns51.9%16.6%14.3%14.1%
Category average42.2%12.7%12.2%NA
Rank with in category7511NA
Understand termsinfo

Holdings (67)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity5.2%
Infosys Ltd.TechnologyEquity5.2%
ICICI Bank Ltd.FinancialEquity4.8%
State Bank of India
FinancialEquity3.3%
Reliance Industries Ltd.EnergyEquity3.0%
GOI
SovereignGOI Sec3.0%
Tata Consultancy Services Ltd.TechnologyEquity2.5%
GOI
SovereignGOI Sec2.4%
Thermax Ltd.EngineeringEquity2.4%
GOI
SovereignGOI FRB2.2%
See All

Expense ratio, exit load and tax

Expense ratio: 0.9%

Inclusive of GST

Exit load

For units in excess of 8% of the investment,1% will be charged for redemption within 365 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹2,00,000
Min. for 2nd investment onwards₹2,00,000
Min. for SIP₹1,000

Fund management

Pankaj Tibrewal
Aug 2015 - Present
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Abhishek Bisen
Nov 2014 - Present
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Fund house & investment objective

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Fund house contact details

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