Kotak Equity Hybrid Fund Direct Growth

Kotak Equity Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 3 November, 2014. The fund is managed by Atul Bhole, Abhishek Bisen. This fund gives you the benefit of diversification.

1. Kotak Equity Hybrid Fund Direct Growth has ₹7413 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
2. The fund has an expense ratio 0.5.
   

Kotak Equity Hybrid Fund Direct Growth has given a CAGR return of 13.99% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.58%, 20.79% and 22.93% respectively.

Kotak Equity Hybrid Fund Direct Growth has allocated its funds majorly in Government, Financial Services, Corporate, Cash Equivalent, Industrial, Tech, Basic Materials, Consumer Cyclical, Health, Communication, Consumer Defensive, Utilities, Energy, Real Estate.

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak Equity Hybrid Fund Direct Growth has no lock in period.