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.
23 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
2,291 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
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
NAV (Jan 17)
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.
Launched (23y 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|
₹ 7,783 cr
₹ 18,456 cr
₹ 136 cr
₹ 455 cr
₹ 2,663 cr
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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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.
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)?