Name: Kotak Equity Hybrid Fund Regular Growth
Brand: Kotak Mahindra Mutual Fund

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Kotak Equity Hybrid Fund Regular Growth
Hybrid
Aggressive Hybrid
Very High Risk
47.00%
1Y return
-0.31% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2021₹36.69
Min. SIP Amount₹1,000
Rating4star
Fund Size₹1,760.44 Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns47.0%14.5%12.5%14.5%
Category average42.2%12.7%12.2%NA
Rank with in category7512NA
Understand termsinfo
Holdings (67)NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity5.2%
Infosys Ltd.TechnologyEquity5.2%
ICICI Bank Ltd.FinancialEquity4.8%
State Bank of India
FinancialEquity3.3%
Reliance Industries Ltd.EnergyEquity3.0%
GOI
SovereignGOI Sec3.0%
Tata Consultancy Services Ltd.TechnologyEquity2.5%
GOI
SovereignGOI Sec2.4%
Thermax Ltd.EngineeringEquity2.4%
GOI
SovereignGOI FRB2.2%
See All
Pros and consCategory: Hybrid Aggressive Hybrid
Pros1Y Returns are higher than the category average returns
3Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
10Y Returns are higher than the category average returns
ConsHigher expense ratio - 2.24%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 2.24%Inclusive of GST
Exit loadFor units in excess of 8% of the investment,1% will be charged for redemption within 365 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹1,000
Fund managementPankaj Tibrewal
Aug 2015 - Present
View Details
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Education
Mr. Tibrewal is a B.Com (H) from St.Xavier's College Kolkata and MBA (Finance) from Manchester University, U.K.
Experience
Prior to joining Kotak AMC he has worked with Principal Asset Management Company. as Fund Manager.
Also manages these schemes
Kotak Equity Hybrid Fund Regular IDCW
Kotak Small Cap Fund Regular IDCW
Kotak Small Cap Fund Regular Growth
Kotak Emerging Equity Fund Regular IDCW
Kotak Emerging Equity Fund Regular Growth
Kotak Equity Hybrid Fund Direct IDCW
Kotak Emerging Equity Fund Direct IDCW
Kotak Emerging Equity Fund Direct Growth
Kotak Small Cap Fund Direct IDCW
Kotak Small Cap Fund Direct Growth
Kotak Equity Hybrid Fund Direct Growth
Kotak Equity Hybrid Fund Regular Growth
Abhishek Bisen
Nov 2014 - Present
View Details
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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.
Also manages these schemes
Kotak Gilt Investment Regular IDCW Quarterly
Kotak Gilt Investment Regular Growth
Kotak Gilt Investment PF & Trust IDCW Quarterly
Kotak Gilt Investment PF & Trust Growth
Kotak Equity Hybrid Fund Regular IDCW
Kotak Bond Fund Growth
Kotak Bond Fund Regular IDCW Quarterly
Kotak Bond Fund Regular Growth
Kotak Bond Fund Regular IDCW Yearly
Kotak Gold Exchange Traded Fund
Kotak Gold Fund Regular IDCW
Kotak Gold Fund Regular Growth
Kotak Debt Hybrid Fund Regular IDCW Monthly
Kotak Debt Hybrid Fund Regular Growth
Kotak Debt Hybrid Fund Regular IDCW Quarterly
Kotak Bond Fund Direct IDCW Yearly
Kotak Bond Fund Direct Growth
Kotak Bond Fund Direct IDCW Quarterly
Kotak Gilt Investment PF & Trust Direct Growth
Kotak Gilt Investment Direct IDCW Quarterly
Kotak Gilt Investment Direct Growth
Kotak Equity Hybrid Fund Direct IDCW
Kotak Gold Fund Direct IDCW
Kotak Gold Fund Direct Growth
Kotak Debt Hybrid Fund Direct Growth
Kotak Debt Hybrid Fund Direct IDCW Monthly
Kotak Debt Hybrid Fund Direct IDCW Quarterly
Kotak Equity Savings Fund Regular Growth
Kotak Equity Savings Fund Direct Growth
Kotak Equity Savings Fund Regular IDCW Monthly
Kotak Equity Savings Fund Direct IDCW Monthly
Kotak Equity Savings Fund Regular IDCW Quarterly
Kotak Equity Savings Fund Direct IDCW Quarterly
Kotak Equity Hybrid Fund Direct Growth
Kotak Equity Hybrid Fund Regular Growth
Kotak Capital Protection Oriented Scheme Series I Regular Growth
Kotak Capital Protection Oriented Scheme Series 2 Regular Growth
Kotak Capital Protection Oriented Scheme Series 4 Regular Growth
Kotak Capital Protection Oriented Scheme Series 4 Direct Growth
Kotak Balanced Advantage Fund Regular Growth
Kotak Balanced Advantage Fund Direct IDCW
Kotak Balanced Advantage Fund Direct Growth
Kotak Balanced Advantage Fund Regular IDCW
Kotak Nasdaq 100 FOF Regular Growth
Kotak Nasdaq 100 FOF Direct Growth
Fund house & investment objective
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Kotak Mahindra Mutual Fund
Rank (total assets)#5 in India
Total AUM2,32,434.26 Cr
Date of Incorporation23 Jun 1998
Kotak Equity Hybrid Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to inve
Kotak Equity Hybrid Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 23 Jun 1998. Pankaj Tibrewal, Abhishek Bisen is the Current Fund Manager of Kotak Equity Hybrid Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2,32,434 Cr and the Latest NAV as of 28 Jul 2021 is ₹36.69.
The Kotak Equity Hybrid Fund Regular 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...Read more
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 mon
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.
...Read more
Fund benchmarkNIFTY 50 Hybrid Composite Debt 65:35
descriptionScheme Information Document(SID)
Fund house contact details
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Address
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E) Mumbai 400051
Phone
022 - 66384444
Launch Date
23 Jun 1998
E-mail
[email protected]
Website
NA
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,
Email
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	47.0%	14.5%	12.5%	14.5%
Category average	42.2%	12.7%	12.2%	NA
Rank with in category	7	5	12	NA

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%

Min. for 1st investment	₹1,000
Min. for 2nd investment onwards	₹5,000

Rating	4
Fund Size	₹1,760.44 Cr