Kotak Equity Hybrid Regular Growth - Latest NAV ₹27.252, Returns, Performance & Portfolio

Kotak Equity Hybrid Regular Growth

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Min amount: ₹1,000

Calculate Returns

Rs. 3,000 invested monthly becomes Rs. 17.59 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years7.91%
3 Years5.16%
1 Year6.72%
6 Months24.81%
Fund Details
RiskModerately High risk
Fund TypeAggressive Allocation
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
5.77% GOI 20306.97%
HDFC Bank Ltd4.91%
Infosys Ltd4.79%
ICICI Bank Ltd4.67%
Reliance Industries Ltd4.61%
6.19% Govt Stock 20343.61%
JK Cement Ltd2.97%
Tata Consultancy Services Ltd2.86%
Dr Reddy's Laboratories Ltd2.52%
Supreme Industries Ltd2.22%

About Kotak Equity Hybrid Fund

Kotak Equity Hybrid Fund is an open ended hybrid equity fund aimed at investing in a portfolio of equity and equity related instruments to achieve growth balanced with income generation in debt and money market instrument. The objective is to provide capital appreciation potential of equities as well as stable returns of debt.

Pros & Cons of Kotak Equity Hybrid Fund

Kotak Equity Hybrid Fund offers the following benefits: 1. This scheme provides a convenience of diversification in form of a single docket of mutual fund. An investor thus need not go through the hassle of analyzing and selecting a bouquet of funds. 2. A calculated combination of debt and equity components makes the funds less vulnerable to market volatility. 3. It seeks to provide investors an opportunity to benefit out of market volatility.

Certain drawbacks of Kotak Equity Hybrid Fund 1. Hybrid equity funds have their own share of risk. While in case of a direct investment across a number of stocks and debt instruments, one can relocate the resources among different funds as diversification for tax planning or wealth creation.

Fund Information and Statistics of Kotak Equity Hybrid Fund

i) Inception / Launch date

Kotak Equity Hybrid Fund was launched on Nov 25, 1999 by Kotak Mutual Fund AMC.

ii) Risk level

Being an open ended hybrid fund, this fund is a moderately high risk bet and suitable for investors who have a long-term investment horizon of more than 5 years.

iii) Redemption

Redemption of Units will be done by a repurchase/buyback by the fund house. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days from date of receipt of request.

iv) Fund Manager

Mr. Pankaj Tibrewal has been managing the fund since August 25, 2015.

v) Entry / Exit load

The exit load is 1% if the units are redeemed within 12 months from the date of allotment in respect of purchase made other than through SIP. Also if redeemed within 12 months from the date of allotment of units of each instalment of SIP purchase, the same applies.

Tax benefits of investing in the fund

Long term capital gains tax applies to returns on this fund. A capital gain registered during a period of less than 1 year is defined as Short-term Capital Gain (STCG). A capital gain registered over a period of more than 1 year is defined as Long-term Capital Gains (LTCG). STCG are taxed at the rate of 15%. Long term capital gains tax at the rate of 10% without the benefit of indexation.

About Kotak Mutual Fund

The fund house is managed by Kotak Mahindra Asset Management Company Limited (the “AMC”). It started operations in December 1998. The fund house offers schemes catering to investors with different risk appetite and was the first fund house in India to launch a dedicated gilt scheme. The AMC manages assets worth more than Rs 1.25 lakh crore.

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Frequently Asked Questions

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Start your investment

Min amount: ₹1,000

Calculate Returns

Rs. 3,000 invested monthly becomes Rs. 17.59 Lakhs in a period of 20 years
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns