• 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

55.284

NAV (May 29)

16.7%
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

Good

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

Outperformance Consistency

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

Scripbox Recommended Equity Funds
Want the 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

55.284

NAV (May 29)

Fund Returns

Last 1Y
29.3%
Last 3Y
16%
Last 5Y
16.7%
Last 10Y
NA
Since Inception
12.7%
6 Month CAGR
17.4%

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
1.82
Launched (10y ago)
Nov 03, 2014
AUM in Crores
5411.891
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)
8.4
Standard Deviation (5yr)
14.9
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.215
Sharpe Ratio (5yr)
0.777
YTM
7.47
Fund Managers

Arjun Khanna

Fund Manager

Atul Bhole

Fund Manager

Abhishek Bisen

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Equity Hybrid fund (Growth)70%11,13,419 3,80,80716.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-05-29

Top Stock Holdings

7.18% govt stock 2037

6.4%
6.4%

hdfc bank ltd

3.8%
3.8%

icici bank ltd

3.5%
3.5%

7.18% govt stock 2033

3.5%
3.5%

power finance corp ltd

3%
3%
See all holdings

Allocation by Sector

financial services

15.8%
15.8%

industrials

10.7%
10.7%

consumer cyclical

9.5%
9.5%

technology

8.3%
8.3%

basic materials

7.7%
7.7%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,135 cr

₹ 34,733 cr

₹ 3,146 cr

₹ 3,334 cr

₹ 2,024 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 414,708 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR
Kotak Gold Fund (G)
Kotak Gold Fund (G)

12.4%

8.2%

16%

14.7%

-

5.2%

12.4%

8.2%

12.4%

8.2%

Kotak Equity Hybrid fund (G) Review

Kotak Equity Hybrid fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12.7% over a period of 9 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, Atul Bhole.

Nav of Kotak Equity Hybrid fund (G) as of 5/29/2024 is ₹55.28 with the total AUM as of 5/30/2024 is ₹5411.891. 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 instruments 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 1.82% for regular plan.