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Kotak Equity Hybrid Fund Regular Growth+0.21%

58.82%
1 Year Return
Hybrid
Aggressive
4.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Equity Hybrid Fund Regular Growth

RiskVery High
Min SIP Amount₹1000
Expense Ratio2.23%
NAV₹34.24 (06 May 2021)
Fund Started05 Nov 2014
Fund Size1,380 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
58.8%
12.1%
13.3%
10.0%
Category Average
41.3%
8.1%
11.0%
-
Rank Within Category
5
5
10
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 58.8% returns per annum

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. Higher expense ratio - 2.23%

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity5.3%
ICICI Bank Ltd.FinancialEquity4.8%
HDFC Bank Ltd.FinancialEquity4.4%
Reliance Industries Ltd.EnergyEquity3.1%
Thermax Ltd.EngineeringEquity2.8%
GOISovereignGOI Sec2.5%
GOISovereignGOI Sec2.4%
Housing Development Finance Corpn. Ltd.FinancialEquity2.1%
The Ramco Cements Ltd.ConstructionEquity2.1%
Supreme Industries Ltd.ChemicalsEquity2.1%
See All

Fund Managers

Abhishek Bisen
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Kotak Equity Hybrid Fund Regular Growth Details

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 05 Nov 2014. 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 ₹1,380 Cr and the Latest NAV as of 06 May 2021 is ₹34.24.

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

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.

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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