Kotak Equity Hybrid Fund Direct Growth+0.36%

3
-4.73%
1 Year Return
Hybrid
Aggressive
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Equity Hybrid Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.95%
NAV26.42 (03 Jul 2020)
Fund Started01 Jan 2013
Fund Size1,132 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Equity Hybrid Fund Direct Growth
-4.7%
2.6%
6.6%
9.5%
Category Average
-9.3%
-0.1%
4.8%
-
Rank within category
17
18
9
-
*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
    0
    with -4.7% annual returns

    Comparison

    Data not available
    Pros
    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
    Cons
    1. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity5.9%
    GOISovereignGOI Sec5.7%
    ICICI Bank Ltd.FinancialEquity5.6%
    National Highways Authority of India Ltd.ServicesBonds/Deb3.9%
    Reliance Industries Ltd.EnergyEquity3.5%
    Kotak Mahindra Bank Ltd.FinancialEquity3.2%
    Infosys Ltd.TechnologyEquity3.1%
    Larsen & Toubro Ltd.ConstructionEquity3.0%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity2.6%
    JK Cement LtdConstructionEquity2.5%
    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

    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 ₹1,132 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

    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 8% of the investment,1% will be charged for redemption within 365 days
    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
    23 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,
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