Formerly Kotak Equity Hybrid Reg DP
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
22 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
2,072 Cr. Large within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
NAV (Oct 13)
6 Month CAGR
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.
Low to Moderate
Very High Risk
Launched (22y ago)
|Nov 25, 1999|
AUM in Crores
|NIFTY 50 Hybrid Composite Debt 65:35 INR|
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|EPF||₹ 9,00,761||₹ 1,68,149||8.50%|
|Property||₹ 8,67,662||₹ 1,35,050||7.00%|
|PPF||₹ 8,69,819||₹ 1,37,207||7.10%|
|Bank FD||₹ 8,46,471||₹ 1,13,859||6.00%|
|Gold||₹ 8,46,471||₹ 1,13,859||6.00%|
|Savings Bank||₹ 8,25,950||₹ 93,338||5.00%|
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.
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 8,153 cr
₹ 18,652 cr
₹ 3,380 cr
₹ 2,661 cr
₹ 487 cr
Kotak Mahindra Asset Management Co Ltd
Kotak Mahindra Asset Management Co Ltd manages assets worth 275,901 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 37 equity,164 debt and 26 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (PIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.7% over a period of 21 years. The fund was previously known as Kotak Equity Hybrid Reg DP . The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Pankaj Tibrewal
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.
The Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (PIDCW-M) fund was launched on Nov 25, 1999. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-10-13 is ₹23.59. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹2071.115. The category risk of the Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (PIDCW-M) fund is Very High Risk. The fund charges 2.19 % as expense ratio.
The fund’s highest allocation is towards Equity and has invested 76.4% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , infosys ltd , govt stock , state bank of india , triparty repo , reliance industries ltd , 6.64% govt stock 2035 , tata consultancy services ltd , century plyboards (india) ltd , cash offset for derivatives , cnx nifty-oct2021 , solar industries india ltd , axis bank ltd , thermax ltd , jk cement ltd , housing development finance corp ltd , net current assets/(liabilities) , dr reddy's laboratories ltd , tech mahindra ltd , supreme industries ltd , schaeffler india ltd , larsen & toubro ltd , sheela foam ltd , mahindra lifespace developers ltd , ramco cements ltd , kotak mahindra bank ltd , united spirits ltd , sun pharmaceuticals industries ltd , maruti suzuki india ltd , cipla ltd , gujarat gas ltd , ntpc ltd , galaxy surfactants ltd , techno electric & engineering co ltd , hdfc bank limited , cummins india ltd , 6.67% govt stock 2035 , torrent pharmaceuticals ltd , thdc india limited , itc ltd , motherson sumi systems ltd , hindustan unilever ltd , emami ltd , cadila healthcare ltd , vst tillers tractors ltd , pi industries ltd , oberoi realty ltd , 7.17% gj sdl 2027 , bharat petroleum corp ltd , mahindra & mahindra ltd , blue dart express ltd , icici lombard general insurance co ltd , coromandel international ltd , 7.33% govt stock 2031 , shree cement ltd , kajaria ceramics ltd , shyam metalics and energy ltd , petronet lng ltd , hindalco industries ltd , gs cg 22/8/2028 - (strips) strips , icici bank limited , jmc projects (india) ltd , au small finance bank ltd , power finance corporation ltd. , 06.75 br sdl 2027 , hdfc life insurance company limited , carborundum universal ltd , page industries ltd , indian oil corp ltd , canara bank , bharat forge ltd , lupin ltd , brookfield reit , dixon technologies (india) ltd , reliance industries ltd. , 06.72 kl sdl 2027 , 0% goi - 17062027 strips , gs cg 22/8/2030 - (strips) strips , gs cg 22/2/2030 - (strips) strips , gs cg 22/8/2029 - (strips) strips , tata projects limited , gs 6.76% cg 22/02/2061 - (strips) strips , 6.67% govt stock 2050 , gs cg 22/2/2036 - (strips) strips , gs cg 22/8/2036 - (strips) strips , gs cg 22/2/2037 - (strips) strips , rolex rings ltd , power finance corporation limited
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.
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