Kotak Equity Hybrid Fund (IDCW)

  • 5 years return (%) 12.97%
  • AUM (₹) ₹1986.17 Cr
  • NAV (₹) 22.978
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 47.11% 16.53% 12.97% 895.17%
Category Average 52.07% 17.65% 17.00% 19.02%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
47.11%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Kotak Equity Hybrid Fund (IDCW) 2.19 1986.1704 +17%
IDFC Balanced Advantage Fund (G) 2.07 2472.5574 +11%
L&T Balanced Advantage Fund (G) 2.11 2001.9866 +10%
Sundaram Equity Hybrid Fund - (G) 2.21 1921.8159 +15%
AXIS Equity Hybrid Fund - Regular (G) 2.17 1831.3011 +17%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • TREPS

    Automobile Sector
    Reverse Repo Instrument
    6.5% % Assets
  • ICICI Bank

    Automobile Sector
    Equity Instrument
    5.7% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    4.9% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    4.9% % Assets
  • GSEC2033

    Automobile Sector
    Govt. Securities Instrument
    4.6% % Assets

AMC Details

Kotak Mahindra Mutual Fund

  • 247749.7882 Cr

    AUM

Contact Details

27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.

61152100 | 67082213
fundaccops@kotakmutual.com