Kotak Equity Hybrid Fund – Direct Growth
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.48 %
Expense Ratio
Rating
5,411
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 29.2% | 18.5% | 19.3% | 14.1% | ||||
| Category Average | 21.6% | 15.7% | 15.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
4.84
Alpha
2.4
SD
0.6
Beta
1.11
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. |
|---|
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(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Aggressive Hybrid .
-
- 34,733
-
38.7%Fund Size - 34,733
-
25.1%Fund Size - 34,733
-
21.9%Fund Size - 34,733
-
- Hybrid .
- Aggressive Hybrid .
-
- 5,487
-
30.9%Fund Size - 5,487
-
19.2%Fund Size - 5,487
-
17.5%Fund Size - 5,487
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,522
-
30.3%Fund Size - 3,522
-
18.5%Fund Size - 3,522
-
13.8%Fund Size - 3,522
-
- Hybrid .
- Aggressive Hybrid .
-
- 1,781
-
32%Fund Size - 1,781
-
17.3%Fund Size - 1,781
-
16.8%Fund Size - 1,781
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,748
-
23.7%Fund Size - 3,748
-
16.9%Fund Size - 3,748
-
15.2%Fund Size - 3,748
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
More Funds from Kotak Mahindra Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Multi Cap .
-
- 132
-
34.9%Fund Size - 132
-
18.6%Fund Size - 132
-
17.9%Fund Size - 132
-
- Equity .
- Small Cap .
-
- 14,815
-
43.1%Fund Size - 14,815
-
25.9%Fund Size - 14,815
-
30.7%Fund Size - 14,815
-
- Debt .
- Fixed Maturity Plans .
-
- 146
-
11.2%Fund Size - 146
-
14.5%Fund Size - 146
-
14%Fund Size - 146
-
- Debt .
- Fixed Maturity Plans .
-
- 802
-
11.2%Fund Size - 802
-
14.5%Fund Size - 802
-
14%Fund Size - 802
-
- Debt .
- Fixed Maturity Plans .
-
- 569
-
11.2%Fund Size - 569
-
14.5%Fund Size - 569
-
14%Fund Size - 569
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,930
-
40.3%Fund Size - 1,930
-
21.7%Fund Size - 1,930
-
20.4%Fund Size - 1,930
-
- Equity .
- Large Cap .
-
- 26,137
-
39.7%Fund Size - 26,137
-
26.3%Fund Size - 26,137
-
19.8%Fund Size - 26,137
-
- Equity .
- Large Cap .
-
- 12,830
-
29.5%Fund Size - 12,830
-
17.8%Fund Size - 12,830
-
19.8%Fund Size - 12,830
-
- Equity .
- Large Cap .
-
- 54,904
-
39.1%Fund Size - 54,904
-
22.4%Fund Size - 54,904
-
19.7%Fund Size - 54,904
-
- Equity .
- Large Cap .
-
- 8,027
-
31.5%Fund Size - 8,027
-
19%Fund Size - 8,027
-
19.1%Fund Size - 8,027
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 ₹63.3 as of 17 May 2024.
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 - 26.13%
- Banks - 10.89%
- IT-Software - 8.22%
- Pharmaceuticals & Biotech - 5.15%
- Finance - 4.98%
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 14.1% 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 0.48 % as of 17 May 2024.
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 17 May 2024
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 - 3.78%
- ICICI Bank - 3.54%
- Power Fin.Corpn. - 2.98%
- Infosys - 2.73%
- Bharti Airtel - 2.57%
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.