- Mutual Funds
- Kotak Mutual Fund
- Kotak Equity Hybrid fund (Growth)
Formerly Kotak Balance Reg Gr
Kotak Equity Hybrid fund (Growth)
₹ 43.163
NAV (May 30)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 43.163
NAV (May 30)
Fund Returns
Last 1Y | 11.8% |
Last 3Y | 25% |
Last 5Y | 12.3% |
Last 10Y | NA |
Since Inception | 11% |
6 Month CAGR | 1.7% |
Scheme Information
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 | 1.87 |
Launched (9y ago) | Nov 03, 2014 |
AUM in Crores | 3326.972 |
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) | 10.5 |
Standard Deviation (5yr) | 15.7 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.619 |
Sharpe Ratio (5yr) | 0.443 |
YTM | 7.65 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Equity Hybrid fund (Growth) | 9,92,211 | 2,59,599 | 12.3% | |
| 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
icici bank ltd
4.9%7.38% govt stock 2027
4.1%hdfc bank ltd
4%8.51% govt stock 2033
3.6%triparty repo
3.4%Allocation by Sector
financial services
20%industrials
11.8%basic materials
9.2%consumer cyclical
8.7%technology
5.7%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 8,756 cr | ||
₹ 21,435 cr | ||
₹ 3,233 cr | ||
₹ 6,472 cr | ||
₹ 2,760 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
7.1% | 7.4% | ||
- | 7.5% | ||
- | 4% | ||
7.1% | 7.4% | ||
7.1% | 7.4% |
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% 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 5/30/2023 is ₹43.16 with the total AUM as of 5/31/2023 is ₹3326.972. 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)?
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 1.87% for regular plan.