Kotak Mutual Fund

Kotak Equity Hybrid Fund Direct Plan Growth

₹ 65.4

NAV (Apr 04)

25.269%
5 Year CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within aggressive hybrid mutual funds.Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

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Scheme Information

Investment Objective

The Scheme seeks to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments.

Expense Ratio
0.5 %
Launched
-
AUM in Crores
6324.1
ISIN
INF174K01F00
Lock-in (days)
No Lock-in
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
10.8
Beta
0.8
Sharpe Ratio
0.6
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-27

Top Stock Holdings

GOI

5.25%
5.25%

HDFC Bank Ltd.

4.25%
4.25%

Infosys Ltd.

3.5%
3.5%

Bharti Airtel Ltd.

3%
3%

Power Finance Corporation Ltd.

2.85%
2.85%
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Allocation by Sector

Financial

13.92%
13.92%

Technology

12.62%
12.62%

Healthcare

7.94%
7.94%

Capital Goods

7.7%
7.7%

Materials

6.54%
6.54%
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Frequently Asked Questions

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