HomeMutual FundsKotak Equity Hybrid Regular Growth

Overview (as on 22 Jan 2021)

NAV

₹31.717

1y returns

17.544%

Fund AUM

₹1,283 Cr

Expense Ratio

2.2%

Min SIP

₹1,000

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

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For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
Kotak Equity Hybrid Regular Growth
₹0
-Infinity% projected returns
DSP Equity & Bond Fund Growth
₹0
-Infinity% projected returns
HDFC Hybrid Eq Growth
₹0
-Infinity% projected returns
ICICI Prudential Equity & Debt Fund Growth
₹0
-Infinity% projected returns
SBI Equity Hybrid Fund Regular Growth
₹0
-Infinity% projected returns
Aditya Birla Sun Life Equity Hybrid '95 Fund Growth
₹0
-Infinity% projected returns

Asset Allocation

Equity (75.87%)
Debt & Cash (24.13%)
Sector Allocation
Financial Services
24.74%
Tech
13.34%
Consumer
12.90%
Basic Materials
12.58%
Industrials
12.29%
Health
8.43%
Energy
5.80%
Defensive
4.57%
Real Estate
2.84%
Utilities
2.52%
Size Breakup
Large Cap
60.62%
Mid Cap
30.20%
Small Cap
9.18%

Key Metrics

Yield to Maturity 

NA

Modified Duration 

NA

Sharpe Ratio 

0.15

Std deviation 

15.8%

Holdings

All
Equity
Debt & Cash

Fund Details

Investment Objectives
"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."
Scheme Name
Kotak Equity Hybrid Regular Growth
Scheme Document
Click Here
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
03 November, 2014
Fund Manager
Pankaj Tibrewal
Fund House Details
Fund House
Kotak Mahindra Asset Management Co Ltd
Email
NA
Phone
+912266384455
Address
Kotak Mahindra Asset Management Company Limited(KMAMCL),36-38A, Nariman Bhavan,,227, Nariman Point,

Peer Funds

SBI Equity Hybrid Fund Regular Growth  

HybridAggressive AllocationRegularModerately High risk

1 yr returns

14.16%

AUM

₹35,655 Cr

Expense Ratio

1.66%

ICICI Prudential Equity & Debt Fund Growth  

HybridAggressive AllocationRegularModerately High risk

1 yr returns

11.84%

AUM

₹16,688 Cr

Expense Ratio

1.78%

HDFC Hybrid Eq Growth  

HybridAggressive AllocationRegularModerately High risk

1 yr returns

15.45%

AUM

₹17,350 Cr

Expense Ratio

1.81%

Aditya Birla Sun Life Equity Hybrid '95 Fund Growth  

HybridAggressive AllocationRegularModerately High risk

1 yr returns

15.03%

AUM

₹8,008 Cr

Expense Ratio

1.88%

DSP Equity & Bond Fund Growth  

HybridAggressive AllocationRegularModerately High risk

1 yr returns

17.73%

AUM

₹6,194 Cr

Expense Ratio

1.89%

Kotak Equity Hybrid Regular Growth

NAV

₹31.717

INDmoney Analysis

    success

    Fund is in Top 30 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Pankaj Tibrewal
Pankaj Tibrewal

leader

Qualifications
Tibrewal is a Graduate in Commerce from St. Xavier's College, Kolkata and holds Masters degree in Finance from Manchester University.
Work Experience
"Mr. Pankaj is a graduate in Commerce from St. Xaviers College, Kolkata and holds a Masters degree in Finance from Manchester University. He has been associated with the mutual fund industry since 2003 where he hasnmanaged several debt and equity schemes. He has been a part of the organization since January 2010. Mr. Pankajs earlier stint was with Principal Mutual Fund."
Abhishek Bisen
Abhishek Bisen

manager

Qualifications
B A Management,MBA Finance
Work Experience
"Mr. Abhishek has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Mr. Abhishek was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. He has been awarded twice as one of the Highly Commended Investors in Indian Rupees Bonds from the Asset magazine Hong Kong. His educational background is B.A (Management) and MBA (Finance)."
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