Fund Details
Kotak Equity Hybrid Fund Direct Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 0.90% |
| NAV | ₹41.17 (23 Jul 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹1,760 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.2% |
| Infosys Ltd. | Technology | Equity | 5.2% |
| ICICI Bank Ltd. | Financial | Equity | 4.8% |
| State Bank of India | Financial | Equity | 3.3% |
| Reliance Industries Ltd. | Energy | Equity | 3.0% |
| GOI | Sovereign | GOI Sec | 3.0% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.5% |
| GOI | Sovereign | GOI Sec | 2.4% |
| Thermax Ltd. | Engineering | Equity | 2.4% |
| GOI | Sovereign | GOI FRB | 2.2% |
Fund Managers
Kotak Equity Hybrid Fund Direct Growth Details
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 ₹1,760 Cr and the Latest NAV as of 23 Jul 2021 is ₹41.17.
The Kotak Equity Hybrid Fund Direct Growth is rated Very 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
Investment Objective
The Scheme seeks 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.
