- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Equity Hybrid Fund (G)
Kotak Equity Hybrid Fund (G)
₹ 57.75
NAV (May 09)
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.
Scheme Information
The Scheme seeks to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments.
Expense Ratio | 1.79 % |
Launched | - |
AUM in Crores | 7036.3 |
ISIN | INF174K01E92 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 10.8 |
Beta | 0.8 |
Sharpe Ratio | 0.5 |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
GOI
5.25%HDFC Bank Ltd.
4.25%Infosys Ltd.
3.5%Bharti Airtel Ltd.
3%Power Finance Corporation Ltd.
2.85%
Allocation by Sector
Financial
13.92%Technology
12.62%Healthcare
7.94%Capital Goods
7.7%Materials
6.54%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 55,360 cr | ||
₹ 3,363 cr | ||
₹ 12,239 cr | ||
₹ 23,229 cr | ||
₹ 5,443 cr |
Kotak Equity Hybrid Fund (G) Review
Kotak Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14.29%. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Abhishek Bisen, Arjun Khanna, Atul Bhole.
Nav of Kotak Equity Hybrid Fund (G) as of 5/9/2025 is ₹57.74 with the total AUM as of 5/11/2025 is ₹7036.34. With Scripbox you can compare and check the latest nav for all mutual funds in India. The category risk of the fund is Very High.
The minimum SIP amount for Kotak Equity Hybrid Fund (G) 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.