Kotak Equity Hybrid Fund Regular Growth+0.11%

3
9.89%
1 Year Return
Hybrid
Aggressive
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Kotak Equity Hybrid Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.19%
NAV26.48 (18 Sep 2020)
Fund Started05 Nov 2014
Fund Size1,213 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Kotak Equity Hybrid Fund Regular Growth
9.9%
3.9%
7.9%
13.4%
Category Average
8.2%
3.4%
7.2%
-
Rank within category
15
13
11
-
*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 9.9% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Risk is higher compared to the benchmark
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec7.2%
    GOISovereignGOI Sec6.3%
    ICICI Bank Ltd.FinancialEquity5.1%
    HDFC Bank Ltd.FinancialEquity5.0%
    Reliance Industries Ltd.EnergyEquity4.4%
    Infosys Ltd.TechnologyEquity4.1%
    JK Cement LtdConstructionEquity2.9%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity2.3%
    Tata Consultancy Services Ltd.TechnologyEquity2.2%
    Housing Development Finance Corpn. Ltd.FinancialEquity2.1%
    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 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 ₹1,213 Cr and the Latest NAV as of 18 Sep 2020 is ₹26.48.

    The Kotak Equity Hybrid Fund Regular 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 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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