| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.95% |
| NAV | ₹26.42 (03 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹1,132 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.9% |
| GOI | Sovereign | GOI Sec | 5.7% |
| ICICI Bank Ltd. | Financial | Equity | 5.6% |
| National Highways Authority of India Ltd. | Services | Bonds/Deb | 3.9% |
| Reliance Industries Ltd. | Energy | Equity | 3.5% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.2% |
| Infosys Ltd. | Technology | Equity | 3.1% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.0% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.6% |
| JK Cement Ltd | Construction | Equity | 2.5% |
Kotak Equity Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Pankaj Tibrewal, Abhishek Bisen is the Current Fund Manager of Kotak Equity Hybrid Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹1,132 Cr and the Latest NAV as of 03 Jul 2020 is ₹26.42.
The Kotak Equity Hybrid Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. For units in excess of 8% of the investment,1% will be charged for redemption within 365 days
The objective of the Scheme is to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments.
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.