Kotak Equity Hybrid Fund Regular Growth+0.43%

3Groww
14.98%
1 Year Return
Hybrid
Aggressive
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Equity Hybrid Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.14%
NAV26.27 (20 Nov 2019)
Fund Started05 Nov 2014
Fund Size1,466 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Equity Hybrid Fund Regular Growth
15.0%
9.3%
8.0%
13.9%
Category Average
0.5%
6.2%
7.7%
-
Rank within category
11
18
14
-
*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 15.0% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity7.0%
    HDFC Bank Ltd.FinancialEquity6.8%
    Axis Bank Ltd.FinancialEquity3.4%
    State Bank of IndiaFinancialEquity3.3%
    Larsen & Toubro Ltd.ConstructionEquity3.3%
    Reliance Industries Ltd.EnergyEquity3.2%
    Kotak Mahindra Bank Ltd.FinancialEquity3.1%
    Infosys Ltd.TechnologyEquity3.0%
    GOISovereignGOI Sec2.9%
    GOISovereignGOI Sec2.8%
    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 Regular Growth is a Hybrid Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was introduced to investors on 05 Nov 2014. Pankaj Tibrewal, Abhishek Bisen is the Current Fund Manager of Kotak Equity Hybrid Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹1,466 Cr and the Latest NAV as of 20 Nov 2019 is ₹26.27.

    The Kotak Equity Hybrid Fund Regular 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

    Compare Funds

    Kotak Equity Hybrid Fund Regular Growth
    VS
    search

    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
    Similar Funds
    Data not available
    ⓒ 2019 Billionbrains Garage Ventures Pvt Ltd