Kotak Equity Hybrid Fund - Direct (IDCW)

  • 5 years return (%) 15.04%
  • AUM (₹) ₹2071.11 Cr
  • NAV (₹) 27.842
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 54.31% 23.25% 15.04% 242.98%
Category Average 54.36% 23.04% 18.48% 24.31%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
54.31%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Kotak Equity Hybrid Fund - Direct (IDCW) 0.77 2071.1146 +23%
IDFC Balanced Advantage Fund (G) 2.11 2604.3896 +14%
L&T Balanced Advantage Fund (G) 2.11 2062.5279 +11%
Sundaram Equity Hybrid Fund - (G) 2.21 1957.2939 +18%
AXIS Equity Hybrid Fund - Regular (G) 2.26 1868.1281 +20%

Fund Risk

HIGH
Low
check your profile again

Sector

Asset Classes

Constituents

  • ICICI Bank

    Automobile Sector
    Equity Instrument
    5.3% % Assets
  • HDFC Bank

    Automobile Sector
    Equity Instrument
    4.7% % Assets
  • Infosys

    Automobile Sector
    Equity Instrument
    4.7% % Assets
  • GSEC2033

    Automobile Sector
    Govt. Securities Instrument
    4.2% % Assets
  • St Bk of India

    Automobile Sector
    Equity Instrument
    3.6% % Assets

AMC Details

Kotak Mahindra Mutual Fund

  • 270615.3666 Cr

    AUM

Contact Details

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

61152100 | 67082213
fundaccops@kotakmutual.com