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

Kotak Equity Hybrid Fund

  • highlight9.07%
  • highlight0.17(0.7%)

Start your investment

Min amount: 1500

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years--
3 Years9.07%
1 Year0.04%
6 Months5.84%
Fund Details
ISININF174K01E92
RiskModerately High risk
Fund TypeAggressive Allocation
NAV24.232
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
HDFC Bank Ltd5.83%
ICICI Bank Ltd5.43%
Infosys Ltd3.82%
United Bank Of India3.6%
Axis Bank Ltd3.35%
State Bank of India3.24%
Reliance Industries Ltd2.95%
Housing Development Finance Corp Ltd2.73%
Kotak Mahindra Bank Ltd2.72%
ITC Ltd2.66%

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.

Need help?

Customer Reviewsstar

  • " Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "

    IT Developer, Bangalore
  • " I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "

    Software Engineer, Indore
  • " Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "

    Campus Manager, Bangalore

Invest Now in 3 Easy Stepsstar

  • 1
  • 2
  • 3

Why ClearTax Invest?

  • checkOur experts do all the research and offer only the BEST mutual funds
  • checkTrusted by Over 25 Lakh Indians
  • checkInvest in just 5 minutes
  • checkNo paperwork required
  • checkSimple and easy to use

Frequently Asked Questions

  • Read More

Start your investment

Min amount: 1500

Need help?
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