• 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

38.073

NAV (May 20)

10.7%
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.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

2,555 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

Scripbox Recommended Hybrid Funds

Want the large cap equity funds that are right for your long term equity investment needs?

Learn more

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

38.073

NAV (May 20)

Fund Returns

Last 1Y

9.4%

Last 3Y

15.1%

Last 5Y

10.7%

Last 10Y

NA

Since Inception

10.7%

6 Month CAGR

-5.6%

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

2.11

Launched (8y ago)

Nov 03, 2014

AUM in Crores

2554.090

ISIN

INF174K01E92

Lock-in

No Lock-in

Benchmark

NIFTY 50 Hybrid Composite Debt 65:35 INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

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 2022-05-20

Top Stock Holdings

triparty repo

9.7%
9.7%

5.53% govt stock 2033

5.2%
5.2%

icici bank ltd

5%
5%

infosys ltd

3.9%
3.9%

hdfc bank ltd

3.8%
3.8%
See all holdings
allocation by market cap

Allocation by Sector

financial services

20%
20%

industrials

10.3%
10.3%

consumer cyclical

10%
10%

basic materials

8.8%
8.8%

technology

7.8%
7.8%
See all sectors

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Equity Arbitrage Fund (G)
Kotak Equity Arbitrage Fund (G)

₹ 24,648 cr

5

₹ 24,648 cr

5

₹ 24,648 cr

5

₹ 24,648 cr

5

₹ 24,648 cr

5

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 282,860 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

amc-img

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

    16.5%

    6.8%

    16.5%

    6.8%

    16.5%

    6.8%

    4.9%

    7.3%

    -

    20.6%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Kotak Equity Hybrid fund (G) Review

    Kotak Equity Hybrid fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 10.7% over a period of 7 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, Pankaj Tibrewal.

    Nav of Kotak Equity Hybrid fund (G) as of 5/20/2022 is ₹38.07 with the total AUM as of 5/21/2022 is ₹2554.09. 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 Neutral 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 2.11% for regular plan.