• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Equity Hybrid fund (Growth)

Formerly Kotak Balance Reg Gr

Kotak Mutual Fund

Kotak Equity Hybrid fund (Growth)

HybridAggressive Hybrid

Top Ranked

42.393

NAV (Dec 06)

12.1%
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

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

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

42.393

NAV (Dec 6)

Fund Returns

Last 1Y

8.6%

Last 3Y

17.5%

Last 5Y

12.1%

Last 10Y

NA

Since Inception

11.4%

6 Month CAGR

10.3%

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

2

Launched (8y ago)

Nov 03, 2014

AUM in Crores

3067.327

ISIN

INF174K01E92

Lock-in

No Lock-in

Benchmark

NIFTY 50 Hybrid Composite Debt 65:35 INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

18.2

Standard Deviation (5yr)

15.8

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.74

Sharpe Ratio (5yr)

0.474

YTM

7.54

Fund Managers

Arjun Khanna

Fund Manager

Pankaj Tibrewal

Fund Manager

Abhishek Bisen

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-12-06

Top Stock Holdings

icici bank ltd

5.2%
5.2%

7.1% govt stock 2029

4.5%
4.5%

triparty repo

4.2%
4.2%

7.42% govt stock 2033

4.2%
4.2%

5.74% govt stock 2026

4.2%
4.2%
See all holdings

Allocation by Sector

financial services

19.7%
19.7%

industrials

10.4%
10.4%

consumer cyclical

9%
9%

basic materials

8%
8%

technology

6.6%
6.6%
See all sectors

Compare Kotak Equity Hybrid fund (Growth)

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

₹ 21,109 cr

₹ 761 cr

₹ 428 cr

₹ 406 cr

₹ 2,759 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 290,015 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,171 debt and 19 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    Kotak Gold Fund (G)
    Kotak Gold Fund (G)

    10.5%

    6.8%

    -

    -1.6%

    10.5%

    6.8%

    10.5%

    6.8%

    4.5%

    7.2%

    Kotak Equity Hybrid fund (G) Review

    Kotak Equity Hybrid fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.4% over a period of 8 years. The fund was previously known as Kotak Balance Reg Gr. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Arjun Khanna, Pankaj Tibrewal.

    Nav of Kotak Equity Hybrid fund (G) as of 12/6/2022 is ₹42.39 with the total AUM as of 12/7/2022 is ₹3067.327. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Equity Hybrid fund (G) was launched on Nov 03, 2014. The category risk of the fund is Very High Risk.

    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)?

    Kotak Equity Hybrid fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    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 Top Ranked 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 2% for regular plan.