Kotak Equity Hybrid Fund Direct Growth-0.40%

3Groww
-0.79%
1 Year Return
Hybrid
Aggressive
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Equity Hybrid Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.92%
NAV26.1 (20 Aug 2019)
Fund Started01 Jan 2013
Fund Size1,432 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Equity Hybrid Fund Direct Growth
-0.8%
6.7%
9.2%
10.7%
Category Average
-3.5%
6.3%
9.1%
-
Rank within category
14
13
13
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -0.8% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark
    2. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity6.4%
    ICICI Bank Ltd.FinancialEquity6.3%
    Infosys Ltd.TechnologyEquity4.5%
    United Bank Of IndiaFinancialBonds/Deb4.0%
    State Bank of IndiaFinancialEquity3.7%
    Axis Bank Ltd.FinancialEquity3.1%
    Kotak Mahindra Bank Ltd.FinancialEquity3.0%
    Reliance Industries Ltd.EnergyEquity2.7%
    Larsen & Toubro Ltd.ConstructionEquity2.7%
    Housing Development Finance Corpn. Ltd.FinancialEquity2.5%
    See All

    Fund Managers

    addAbhishek Bisen
    Education
    Mr. Bisen is a BA and MBA in Finance.
    Experience
    Prior to joining Kotak AMC, Abhishek was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
    Funds Managed

    Other Details

    Kotak Equity Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Pankaj Tibrewal, Abhishek Bisen is the Current Fund Manager of Kotak Equity Hybrid Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹1,432 Cr and the Latest NAV as of 20 Aug 2019 is ₹26.1.

    The Kotak Equity Hybrid Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.

    Investment Objective

    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.

    Tax Implications

    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.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
    Exit Load

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    About Kotak Mahindra Mutual Fund

    Address
    27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
    Phone
    022 - 66384444
    Launch Date
    22 Jun 1998
    Kotak Mahindra Mutual Fund
    Asset Management Company
    Custodian
    Stock Holding Corp. of India Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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