• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (PIDCW-M)

Formerly Kotak Equity Hybrid Reg DP

Kotak Mutual Fund

Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (PIDCW-M)

HybridAggressive Hybrid

24.341

NAV (Jan 17)

14%
5 Year CAGR
Scripbox Opinion

Neutral

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

23 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

2,291 Cr. Large within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only

No single fund can achieve what a plan can. Learn why

Historical NAV

24.341

NAV (Jan 17)

Fund Returns

Last 1Y

29.8%

Last 3Y

20.6%

Last 5Y

14%

Last 10Y

13.8%

Since Inception

14.7%

6 Month CAGR

12.2%

info-icon-blue

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.

Expense Ratio

2.14

Launched (23y ago)

Nov 25, 1999

AUM in Crores

2290.297

ISIN

INF174K01450

Lock-in

No Lock-in

Benchmark

NIFTY 50 Hybrid Composite Debt 65:35 INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Abhishek Bisen

Fund Manager

user-avatar

Pankaj Tibrewal

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 7,783 cr

5

₹ 18,456 cr

5

₹ 136 cr

5

₹ 455 cr

5

₹ 2,663 cr

5

amc-icon

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 278,744 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

amc-img

  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Kotak Savings Fund (G)
    Kotak Savings Fund (G)

    5.5%

    7.4%

    13.3%

    6.4%

    21.2%

    %

    13.3%

    6.4%

    13.3%

    6.4%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (PIDCW-M) Review

    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 22 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.

    Nav of Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (PIDCW-M) as of 17/01/2022 is ₹24.34 with the total AUM as of 18/01/2022 is ₹2290.297. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (PIDCW-M) was launched on Nov 25, 1999. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (PIDCW-M) 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. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (PIDCW-M)?

    How to invest in Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (PIDCW-M)?

    What is the minimum sip amount of Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (PIDCW-M)?

    Is Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (PIDCW-M) good to invest in?

    What is the expense ratio of the Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (PIDCW-M)?