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

Formerly Kotak Equity Hybrid Reg DR

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

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

HybridAggressive Hybrid

21.614

NAV (Jul 29)

11.9%
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

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

Relative Size

1,761 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

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

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Very High Risk

Expense Ratio
2.24 %
Launched (22y ago)
Nov 25, 1999
AUM in Crores
₹ 1,761
ISIN
INF174K01443
Lock-in
No Lock-in
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
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Abhishek Bisen

Fund Manager

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Pankaj Tibrewal

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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.

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

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

Sundaram Equity Hybrid Fund (G)

Sundaram Equity Hybrid Fund (G)

Aggressive Hybrid

21 Years

Age

5

Track Record

ICICI Prudential Savings Fund (G)

ICICI Prudential Savings Fund (G)

Conservative Hybrid

17 Years

Age

5

Track Record

HDFC Hybrid Debt Fund (G)

HDFC Hybrid Debt Fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

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About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 245,053 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 37 equity,162 debt and 26 hybrid funds.

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  • tel-amc-about
    022-66384444
  • mail-amc-about
    fundaccops@kotakmutual.com
  • Kotak Savings Fund (G)

    Kotak Savings Fund (G)

    Ultra Short

    Recommended

    Top Ranked

    ₹ 10,544 Cr

    Fund Size

    6.30%

    3 Year CAGR

    3 Y CAGR

    Kotak Bluechip fund (G)

    Kotak Bluechip fund (G)

    Large Cap

    Recommended

    Top Ranked

    ₹ 2,804 Cr

    Fund Size

    13.10%

    5 Year CAGR

    5 Y CAGR

    Kotak Savings Fund of Income Dis cum Cap wdrl (RIDCW-D)

    Kotak Savings Fund of Income Dis cum Cap wdrl (RIDCW-D)

    Ultra Short

    Top Ranked

    ₹ 10,544 Cr

    Fund Size

    4.90%

    3 Year CAGR

    3 Y CAGR

    Kotak Savings Fund of Income Dis cum Cap wdrl (PIDCW-M)

    Kotak Savings Fund of Income Dis cum Cap wdrl (PIDCW-M)

    Ultra Short

    Top Ranked

    ₹ 10,544 Cr

    Fund Size

    4.80%

    3 Year CAGR

    3 Y CAGR

    Kotak Bluechip of Income Distribution cum Cap Wdrl fund (RIDCW-A)

    Kotak Bluechip of Income Distribution cum Cap Wdrl fund (RIDCW-A)

    Large Cap

    Top Ranked

    ₹ 2,804 Cr

    Fund Size

    10.40%

    5 Year CAGR

    5 Y CAGR

    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

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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

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

    Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (RIDCW-M) is a aggressive hybrid hybrid fund and has delivered an annualised return of 14.4% over a period of 22 years .The fund was previously known as Kotak Equity Hybrid Reg DR.The fund is managed by Kotak Mahindra Asset Management Co Ltd.The fund managers are Abhishek Bisen, Pankaj Tibrewal

    Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (RIDCW-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 of Income Distribution cum Cap Wdrl (RIDCW-M) NAV,AUM,Risk

    The Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (RIDCW-M) fund was launched on Nov 25, 1999. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-07-29 is ₹ 21.614. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 1760.444. The category risk of the Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (RIDCW-M) fund is Very High Risk. The fund charges 2.24 % as expense ratio.

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

    The fund’s highest allocation is towards equity and has invested 73.8% in this asset class. The top three holdings of the fund are 6.97% govt stock 2026,6.67% govt stock 2050 and govt stock

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

    Kotak Equity Hybrid Fund of Income Distribution cum Cap Wdrl (RIDCW-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 of Income Distribution cum Cap Wdrl (RIDCW-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.

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