Kotak Equity Hybrid Direct Growth
Hybrid
Direct
Aggressive Allocation
NAV: ₹ 60.96 as on 24-04-2024
Fund Performance
1628 people have invested ₹ 1.4Cr in Kotak Equity Hybrid Direct Growth in the last three months
Mutual Fund Insights
In the last 1 year, Bank of India Mid & Small Cap Equity & Debt Fund Direct Growth has given 50.45% return, outperforming this fund by 21.78%.
This fund has one of the lowest expense ratio in the category (aggressive allocation). Its expense ratio is 0.47% which is lower than the category average expense ratio of 1.26%.
Over the last 1 year, this fund has decreased expense ratio by 19.0% moving from 0.58 to 0.47.
In the last 3 years, ICICI Prudential Equity & Debt Fund Direct Plan Growth has given 27.26% return, outperforming this fund by 9.57% per annum.
Over the last 6 months, this fund has experienced a 21.0% growth in AUM moving from 4.26K Cr to 5.16K Cr.
In the last 5 years, Quant Absolute Fund Growth Option Direct Plan has given 25.94% return, outperforming this fund by 7.85% per annum.
INDmoney Rank of Kotak Equity Hybrid Direct Growth
Powered by IND quant engine
4
/18
50% Performance
46% Risk Management
80% Cost
4 out of 18 among aggressive allocation
About the Kotak Equity Hybrid Direct Growth
Kotak Equity Hybrid Direct Growth is a hybrid fund. This fund was started on 3 November, 2014. The fund is managed by Arjun Khanna, Abhishek Bisen, Pankaj Tibrewal. This fund gives you the benefit of diversification.
Key Parameters
- Kotak Equity Hybrid Direct Growth has ₹5161 Cr worth of assets under management (AUM) as on Mar 2024 and is more than category average.
- The fund has an expense ratio 0.5.
Kotak Equity Hybrid Direct Growth Overview
 | 0.47% |
 Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
 | ₹5161 Cr |
 | 3 November, 2014 |
 | ₹100/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 37.05% |
Kotak Equity Hybrid Direct Growth Distribution as on (31-Mar-24)
Size breakup
Large cap
39.1%
Mid cap
25.9%
Small cap
7.6%
Sector Allocation
Financial Services
22.1%
Industrial
14.2%
Consumer Cyclical
12.5%
Tech
12.1%
Basic Materials
10%
Health
7.8%
Energy
6.2%
Consumer Defensive
5.2%
Utilities
3.9%
Communication
3.4%
Real Estate
2.5%
Top Holdings of Kotak Equity Hybrid Direct Growth as on (31-Mar-24)
Equity Holdings60
Debt Holdings45
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 HDFC Bank Ltd | 3.78% | 0% | |
 ICICI Bank Ltd | 3.74% | -5.4% | |
 Power Finance Corp Ltd | 2.76% | 12.3% | |
 Infosys Ltd | 2.73% | 11.9% | |
 Larsen & Toubro Ltd | 2.54% | 0% |
See all
Kotak Equity Hybrid Direct Growth: Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- AUM of the fund stands at 5.2K Cr as of Mar'24
- AUM increased by 115.5 Cr between Mar'24 and Feb'24
Fund Portfolio Changes
Peer Analysis
Kotak Equity Hybrid Direct Growth Fund Manager
Arjun Khanna
Fund Manager of Kotak Equity Hybrid Direct Growth, since 30 April 2022
Top funds managed
Abhishek Bisen
Fund Manager of Kotak Equity Hybrid Direct Growth, since 4 June 2009
Top funds managed
Pankaj Tibrewal
Fund Manager of Kotak Equity Hybrid Direct Growth, since 25 August 2015
Top funds managed
Kotak Equity Hybrid Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 13.75% since inception which is more than its category average return of 12.66%
Fund Allocations
This fund has an allocation of 72.73% in Equity, 24.37% in Debt and 2.9% in Cash related instruments
AUM size ₹5161 Cr
This fund has AUM of ₹5161 Cr which is more than its category average of ₹ 5013 Cr
Expense Ratio 0.47%
This fund has an expense ratio of 0.47% which is less than its category average expense ratio of 1.5%
Frequently Asked Questions
The current NAV of Kotak Equity Hybrid Direct Growth is ₹60.96 as on 24-Apr-2024.
Existing (Absolute + CAGR) as on 24-Apr-2024.
Kotak Equity Hybrid Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 2.23% | 2.23% |
6 Month Returns | 15.59% | 15.59% |
1 Year Returns | 28.67% | 28.67% |
3 Years Returns | 63% | 17.69% |
5 Years Returns | 129.7% | 18.1% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
0.47% as on March 2024
₹5161 Cr as on March 2024
7.18% Govt Stock 2037(9.62%), HDFC Bank Ltd(3.78%), ICICI Bank Ltd(3.74%), Power Finance Corp Ltd(2.76%), Infosys Ltd(2.73%) as on March 2024
Government(20.9%), Financial Services(16.05%), Industrial(10.36%) as on March 2024
AAA | 91.53 |
AA | 7.33 |
A | 1.15 |
Arjun Khanna, Abhishek Bisen, Pankaj Tibrewal are the fund managers of Kotak Equity Hybrid Direct Growth
The Exit load of Kotak Equity Hybrid Direct Growth is 1%