- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Equity Hybrid Fund (G)
Kotak Equity Hybrid Fund (G)
₹ 61.593
NAV (Oct 04)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 61.593
NAV (Oct 4)
Fund Returns
Last 1Y | 33.2% |
Last 3Y | 16% |
Last 5Y | 19.9% |
Last 10Y | 13.8% |
Since Inception | 14.9% |
6 Month CAGR | 16.6% |
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 | 1.78 |
Launched (0y ago) | 1.78 |
AUM in Crores | 6510.3 |
ISIN | INF174K01E92 |
Lock-in | - |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 8.8 |
Beta | 0.7 |
Sharpe Ratio | 1.3 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Equity Hybrid Fund (G) | 12,15,036 | 4,82,424 | 19.9% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
GOI
5.3%HDFC Bank Ltd.
4.3%Infosys Ltd.
3.5%Bharti Airtel Ltd.
3%Power Finance Corporation Ltd.
2.9%Allocation by Sector
Financial
14.33%Technology
10.63%Energy
8.08%Automobile
7.47%Capital Goods
5.96%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,347 cr | ||
₹ 48,201 cr | ||
₹ 12,399 cr | ||
₹ 24,644 cr | ||
₹ 5,088 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.616% | 15.014% | ||
15.947% | 8.385% | ||
- | 5.712% | ||
6.308% | 6.905% | ||
5.79% | 7.308% |
Kotak Equity Hybrid Fund (G) Review
Kotak Equity Hybrid Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 14.935% over a period of NaN years. 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 10/4/2024 is ₹61.59 with the total AUM as of 10/7/2024 is ₹6510.251. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Equity Hybrid Fund (G) was launched on . The category risk of the fund is Low.
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.
Frequently Asked Questions
What is Kotak Equity Hybrid Fund (G)?
How to invest in Kotak Equity Hybrid Fund (G)?
You can invest in Kotak Equity Hybrid Fund (G) 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 (G)?
The minimum sip amount for Kotak Equity Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Kotak Equity Hybrid Fund (G) good to invest in?
As per Scripbox experts, Kotak Equity Hybrid Fund (G) is a 4 fund. You can investKotak Equity Hybrid Fund (G) 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 (G)?
The expense ratio of the Kotak Equity Hybrid Fund (G) is 1.78% for regular plan.