Kotak Equity Hybrid Fund
1,000
Min SIP
5,000
Min Lumpsum
0.54 %
Expense Ratio
Rating
3,468
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 | 13.1% | 25.6% | 13.9% | 12.5% | ||||
| Category Average | 14.2% | 23.9% | 13.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
HDFC Bank
St Bk of India
Infosys
Carborundum Uni.
Others
Advance Ratio
0.79
Alpha
3.03
SD
0.64
Beta
0.66
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 .
-
- 22,144
-
14.1%Fund Size - 22,144
-
28.6%Fund Size - 22,144
-
15.6%Fund Size - 22,144
-
- Hybrid .
- Aggressive Hybrid .
-
- 4,440
-
15.2%Fund Size - 4,440
-
24.5%Fund Size - 4,440
-
11.2%Fund Size - 4,440
-
- Hybrid .
- Aggressive Hybrid .
-
- 2,820
-
15.4%Fund Size - 2,820
-
23.8%Fund Size - 2,820
-
7.1%Fund Size - 2,820
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,249
-
15.1%Fund Size - 3,249
-
22.1%Fund Size - 3,249
-
11.4%Fund Size - 3,249
-
- Hybrid .
- Aggressive Hybrid .
-
- 1,374
-
13.1%Fund Size - 1,374
-
21.5%Fund Size - 1,374
-
11.3%Fund Size - 1,374
AMC Contact Details
Kotak Mahindra Mutual Fund
AUM:
2,83,896 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 ?
You can invest in Kotak Equity Hybrid Fund 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 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 ?
The NAV of Kotak Equity Hybrid Fund is ₹49.3 as of 02 June 2023.
How to redeem Kotak Equity Hybrid Fund 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?
The minimum SIP amount of Kotak Equity Hybrid Fund is ₹1000
What are the top sectors Kotak Equity Hybrid Fund has invested in??
The top sectors Kotak Equity Hybrid Fund has invested in are
- ICICI Bank - 4.94%
- HDFC Bank - 4.04%
- St Bk of India - 3.03%
- Infosys - 3.03%
- Carborundum Uni. - 2.33%
How much returns have Kotak Equity Hybrid Fund generated ?
The Kotak Equity Hybrid Fund has delivered 12.5% since inception
What is the expense ratio of Kotak Equity Hybrid Fund ?
The expense ratio of Kotak Equity Hybrid Fund is 0.54 % as of 02 June 2023.
What is the AUM of Kotak Equity Hybrid Fund?
The AUM of Kotak Equity Hybrid Fund is ₹2,83,896 Cr as of 02 June 2023
What are the top stock holdings of Kotak Equity Hybrid Fund?
The top stock holdings of Kotak Equity Hybrid Fund are
- ICICI Bank - 4.94%
- HDFC Bank - 4.04%
- St Bk of India - 3.03%
- Infosys - 3.03%
- Carborundum Uni. - 2.33%