• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Equity Hybrid Fund (PIDCW-M)

Formerly Kotak Equity Hybrid Reg DP

Kotak Mutual Fund

Kotak Equity Hybrid Fund (PIDCW-M)

HybridAggressive Hybrid
Top Ranked

34.017

NAV (Jun 14)

17.8%
5 Year CAGR
Scripbox Opinion
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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

34.017

NAV (Jun 14)

Fund Returns

Last 1Y
31.8%
Last 3Y
16.7%
Last 5Y
18%
Last 10Y
13.6%
Since Inception
14.8%
6 Month CAGR
17%

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
1.81
Launched (25y ago)
Nov 25, 1999
AUM in Crores
5621.160
ISIN
INF174K01450
Lock-in
No Lock-in
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
8.1
Standard Deviation (5yr)
14.9
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.15
Sharpe Ratio (5yr)
0.755
YTM
7.38
Fund Managers

Arjun Khanna

Fund Manager

Atul Bhole

Fund Manager

Abhishek Bisen

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Equity Hybrid Fund (PIDCW-M)70%11,46,592 4,13,98017.8%
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.

Asset allocation and Holdings

Last updated on 2024-06-14

Top Stock Holdings

7.18% govt stock 2037

4.8%
4.8%

hdfc bank ltd

3.7%
3.7%

icici bank ltd

3.2%
3.2%

power finance corp ltd

3.2%
3.2%

bharti airtel ltd

3%
3%
See all holdings

Allocation by Sector

financial services

16%
16%

industrials

11.3%
11.3%

consumer cyclical

9.1%
9.1%

technology

7.6%
7.6%

basic materials

6.9%
6.9%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 35,122 cr

₹ 11,281 cr

₹ 9,275 cr

₹ 2,114 cr

₹ 2,400 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 423,735 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR
Kotak Gold Fund (G)
Kotak Gold Fund (G)

12.4%

8.2%

16.7%

15.9%

-

5.3%

12.4%

8.2%

12.4%

8.2%

Kotak Equity Hybrid Fund (PIDCW-M) Review

Kotak Equity Hybrid Fund (PIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.7% over a period of 24 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, Arjun Khanna, Atul Bhole.

Nav of Kotak Equity Hybrid Fund (PIDCW-M) as of 6/14/2024 is ₹34.02 with the total AUM as of 6/16/2024 is ₹5621.16. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Equity Hybrid Fund (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 (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 (PIDCW-M)?

Kotak Equity Hybrid Fund (PIDCW-M) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Kotak Equity Hybrid Fund (PIDCW-M)?

You can invest in Kotak Equity Hybrid Fund (PIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Kotak Equity Hybrid Fund (PIDCW-M)?

The minimum sip amount for Kotak Equity Hybrid Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.

Is Kotak Equity Hybrid Fund (PIDCW-M) good to invest in?

As per Scripbox experts, Kotak Equity Hybrid Fund (PIDCW-M) is a Top Ranked fund. You can investKotak Equity Hybrid Fund (PIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Kotak Equity Hybrid Fund (PIDCW-M)?

The expense ratio of the Kotak Equity Hybrid Fund (PIDCW-M) is 1.81% for regular plan.