Kotak Equity Hybrid Direct Growth
Min amount: ₹1,000
- Fund Summary
- More about Fund
- Related funds
- Why Cleartax
|Risk||Very High Risk|
|Fund Type||Aggressive Allocation|
|Exit Load||1% for 365 Days|
More about this fund
|HDFC Bank Ltd||5.19%|
|ICICI Bank Ltd||4.8%|
|State Bank of India||3.31%|
|Reliance Industries Ltd Shs Dematerialised||3.02%|
|6.97% Govt Stock 2026||2.96%|
|Tata Consultancy Services Ltd||2.54%|
|6.67% Govt Stock 2050||2.42%|
|Thermax Ltd Shs Dematerialised||2.42%|
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.
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
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