Click here for top ranked funds in aggressive hybrid mutual funds.
However, Scripbox does not recommend investing in 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.
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment Objective
Investment objective of the scheme is to achieve growth by investing in equity and equity related instruments,balanced with income generation by investing in debt and money market instruments. However,there is no assurance that the objective of the scheme will be realized.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Kotak Mahindra Asset Management Co Ltd manages assets worth 220,225 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 34 equity,162 debt and 26 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Create an account with Scripbox through a paperless process, to invest in this fund
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
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Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
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About Kotak Equity Hybrid Fund (DP-M)
About Kotak Equity Hybrid Fund (DP-M)
Kotak Equity Hybrid Fund (DP-M) is a aggressive hybrid hybrid fund and has delivered an annualised return of 14.1% over a period of 22 years .The fund was previously known as Kotak Balance Reg DP.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund managers are Abhishek Bisen, Pankaj Tibrewal
Kotak Equity Hybrid Fund (DP-M) Investment Objective
Investment objective of the scheme is to achieve growth by investing in equity and equity related instruments,balanced with income generation by investing in debt and money market instruments. However,there is no assurance that the objective of the scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.
Kotak Equity Hybrid Fund (DP-M) NAV,AUM,Risk
The Kotak Equity Hybrid Fund (DP-M) fund was launched on Nov 25, 1999. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-02-24 is ₹ 19.738. The total AUM (Asset Under Management) of the fund as of 2021-02-24 is ₹ 1257.393. The category risk of the Kotak Equity Hybrid Fund (DP-M) fund is Very High Risk.
The fund charges 2.23 % as expense ratio.
Kotak Equity Hybrid Fund (DP-M) Holdings
The fund’s highest allocation is towards equity and has invested 76.8% in this asset class. The top three holdings of the fund are 6.68% govt stock 2031,6.19% govt stock 2034 and canara bank
Kotak Equity Hybrid Fund (DP-M) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Kotak Equity Hybrid Fund (DP-M) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 50 Hybrid Composite Debt 65:35 INR
Kotak Equity Hybrid Fund (DP-M) Review
Kotak Equity Hybrid Fund (DP-M) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Kotak Equity Hybrid Fund (DP-M) has a score of 4 out of 5.
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
