Kotak Equity Hybrid Direct Growth - Latest NAV ₹37.273, Returns, Performance & Portfolio

Kotak Equity Hybrid Direct Growth

  • highlight
    16.42%
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    (+0.43)37.273

Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 18.59 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years16.42%
3 Years13.06%
1 Year32.23%
6 Months31.06%
Fund Details
ISININF174K01F00
RiskModerately High risk
Fund TypeAggressive Allocation
NAV37.273
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Infosys Ltd5.22%
ICICI Bank Ltd4.81%
HDFC Bank Ltd4.48%
Tata Consultancy Services Ltd3.31%
Reliance Industries Ltd Shs Dematerialised3.11%
Supreme Industries Ltd2.92%
Cnx Nifty-Feb20212.76%
6.68% Govt Stock 20312.47%
Century Plyboards (India) Ltd2.39%
6.19% Govt Stock 20342.28%

About Kotak Equity Hybrid Fund

Kotak Equity Hybrid Fund is an open-ended instrument that aims to achieve growth by investing in equity and equity-related instruments. This is again balanced with income generation by investing in debt and money market instruments. That is the fund provides the combined effect of capital appreciation potential of equities along with stable returns of debt.

Pros and Cons of Kotak Equity Hybrid Fund

The one-year, three-year, and five-year returns have been higher than the category-average returns from the past. However, the risk-adjusted returns are lower than the other schemes in the category. In addition, an exit load is applicable if you redeem within the specified period.

Fund Information and Statistics

i) Inception/Launch Date

Kotak Equity Hybrid Fund was incepted on 25 November 1999.

ii) Risk Level

The risk level associated with Kotak Equity Hybrid Fund is moderately high since the fund predominantly invests in equity and equity-related instruments.

iii) Redemption

Though there is no lock-in period applicable to the invested amount, you must be wary of the exit load chargeable if you redeem the fund units within a year from the date of allotment.

iv) Fund Manager

Mr Pankaj Tibrewal and Mr Abhishek Bisen are the current Fund Managers of Kotak Equity Hybrid Fund.

v) Entry/Exit Load

Entry load is not chargeable when you purchase mutual fund units. However, an exit load of 1% is chargeable if you happen to redeem/switch-out the fund units in excess of 8% of initial investment amount within one year from the date of allotment. Upon completing one year, no exit load is chargeable.

About Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund, one of the popular fund houses in India, registered with SEBI on 23 June1998. The fund house offers about 94 different folios to its customers and the average assets under management is worth Rs.1,67,324.26 crore as on 30 June 2020.

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Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 18.59 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