Kotak Equity Hybrid Fund – Direct Growth
100
Min SIP
100
Min Lumpsum
0.47 %
Expense Ratio
Rating
4,170
Fund Size (in Cr)
9 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 17.8% | 23.2% | 16.5% | 13% | ||||
| Category Average | 18.2% | 21.6% | 13.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
10.06
Alpha
2.81
SD
0.62
Beta
2.2
Sharpe
Exit Load
| Exit Load | For redemption/switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment. |
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Fund Objective
To achieve growth by investing in equity & equity related instruments, balanced with income generation by investing in debt & money market instruments.
Fund Managers
Pankaj Tibrewal - Fund Manager
Mr Pankaj Tibrewal has over 13 years of fund management experience. Before joining Kotak AMC, he was an important member of Principal PNB Asset Management Company Pvt’s fund management team. Mr Tibrewal became part of the Kotak Mahindra Mutual Fund AMC back in January 2010 and has over 16 years of experience in the investment fund industry.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Aggressive Hybrid .
-
- 25,274
-
25.1%Fund Size - 25,274
-
31.6%Fund Size - 25,274
-
17.9%Fund Size - 25,274
-
- Hybrid .
- Aggressive Hybrid .
-
- 4,788
-
21.9%Fund Size - 4,788
-
24%Fund Size - 4,788
-
13.7%Fund Size - 4,788
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,026
-
22%Fund Size - 3,026
-
23.7%Fund Size - 3,026
-
9.2%Fund Size - 3,026
-
- Hybrid .
- Aggressive Hybrid .
-
- 1,479
-
19.4%Fund Size - 1,479
-
22.1%Fund Size - 1,479
-
13.7%Fund Size - 1,479
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,387
-
15.5%Fund Size - 3,387
-
20.4%Fund Size - 3,387
-
12.7%Fund Size - 3,387
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla
Complex, Bandra(E),
Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com
Frequently Asked Questions
How to invest in Kotak Equity Hybrid Fund – Direct Growth ?
You can invest in Kotak Equity Hybrid Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Kotak Equity Hybrid Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Kotak Equity Hybrid Fund – Direct Growth ?
The NAV of Kotak Equity Hybrid Fund – Direct Growth is ₹53.4 as of 29 September 2023.
How to redeem Kotak Equity Hybrid Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Kotak Equity Hybrid Fund – Direct Growth?
The minimum SIP amount of Kotak Equity Hybrid Fund – Direct Growth is ₹100
What are the top sectors Kotak Equity Hybrid Fund – Direct Growth has invested in?
The top sectors Kotak Equity Hybrid Fund – Direct Growth has invested in are
- Debt - 27.23%
- Banks - 16.75%
- Industrial Products - 6.29%
- IT-Software - 6.06%
- Pharmaceuticals & Biotech - 5.22%
Can I make investments in both the SIP and Lump Sum schemes of Kotak Equity Hybrid Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Kotak Equity Hybrid Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Kotak Equity Hybrid Fund – Direct Growth generated ?
The Kotak Equity Hybrid Fund – Direct Growth has delivered 13% since inception
What is the expense ratio of Kotak Equity Hybrid Fund – Direct Growth ?
The expense ratio of Kotak Equity Hybrid Fund – Direct Growth is 0.47 % as of 29 September 2023.
What is the AUM of Kotak Equity Hybrid Fund – Direct Growth?
The AUM of Kotak Equity Hybrid Fund – Direct Growth is ₹3,12,371 Cr as of 29 September 2023
What are the top stock holdings of Kotak Equity Hybrid Fund – Direct Growth?
The top stock holdings of Kotak Equity Hybrid Fund – Direct Growth are
- HDFC Bank - 5.07%
- ICICI Bank - 4.29%
- Infosys - 2.89%
- St Bk of India - 2.45%
- Larsen & Toubro - 2.31%
How can I redeem my investments in Kotak Equity Hybrid Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Equity Hybrid Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Equity Hybrid Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.