Home>Mutual Funds>Kotak Mahindra Mutual Fund>Kotak Equity Hybrid Fund Regular IDCW

Kotak Equity Hybrid Fund Regular IDCW

Hybrid
Aggressive Hybrid
Very High Risk
Payout
22.31%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Oct 2021₹23.39
Min. SIP amountNA
Rating4star
Fund size₹2,071.11 Cr

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns45.7%22.3%13.3%14.8%
Category average42.2%12.7%12.2%NA
Rank with in category15313NA
Understand termsinfo

Holdings (77)

NameSectorInstrumentAssets
FinancialEquity5.3%
FinancialEquity4.7%
TechnologyEquity4.6%
GOI
SovereignGOI FRB4.2%
State Bank of India
FinancialEquity3.6%
EnergyEquity3.1%
GOI
SovereignGOI Sec2.9%
TechnologyEquity2.4%
FMCGEquity2.3%
ChemicalsEquity2.0%
See All

Expense ratio, exit load and tax

Expense ratio: 2.21%

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
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Pankaj Tibrewal
Aug 2015 - Present
View details
keyboard_arrow_down
Abhishek Bisen
Nov 2014 - Present
View details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

Kotak Equity Hybrid Fund Regular IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 1.9.6
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES: ICICI PRUDENTIAL  | HDFC  | NIPPON INDIA  | ADITYA BIRLA SUN LIFE  | SBI  | UTI  | FRANKLIN TEMPLETON  | KOTAK MAHINDRA  | IDFC  | DSP  | AXIS  | TATA  | L&T  | SUNDARAM  | PGIM  | INVESCO  | LIC  | JM FINANCIAL  | BARODA PIONEER  | CANARA ROBECO  | HSBC  | IDBI  | INDIABULLS  | MOTILAL OSWAL  | BNP PARIBAS  | MIRAE ASSET  | PRINCIPAL  | BOI AXA  | UNION KBC  | TAURUS  | EDELWEISS  | NAVI  | MAHINDRA  | QUANTUM  | PPFAS  | IIFL  | Quant  | SHRIRAM  | SAHARA | ITI
arrow_drop_down_circle