Kotak Equity Hybrid - Growth
Category: Hybrid: Aggressive
Launch Date: 25-11-1999
AUM:
₹ 5,411.89 Cr
Expense Ratio
1.82%
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35
ISIN
INF174K01E92
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
1000
Fund Manager
Abhishek Bisen, Atul Bhole, Arjun Khanna
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Equity Hybrid - Growth | 26.22 | 16.3 | 17.43 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
53.554
Last change
0.28 (0.5322%)
Fund Size (AUM)
₹ 5,411.89 Cr
Performance
12.32% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to exploit the capital appreciation of equity and the stable returns of debt by investing a substantial amount in debt and money market instruments. It aims to minimize the risk that arises out of even the most carefully picked equity stocks.
Fund Manager
Abhishek Bisen, Atul Bhole, Arjun Khanna
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| 7.18% GOI 24/07/2037 | 6.4 |
| HDFC Bank Ltd. | 3.78 |
| ICICI Bank Ltd. | 3.54 |
| 7.18% GOI 14/08/2033 | 3.45 |
| Power Finance Corporation Ltd. | 2.98 |
| Infosys Ltd. | 2.73 |
| Bharti Airtel Ltd. | 2.57 |
| Solar Industries India Ltd. | 2.41 |
| Larsen & Toubro Ltd. | 2.31 |
| Reliance Industries Ltd. | 2.14 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 20.5 |
| Sovereign | 17.63 |
| Technology | 8.27 |
| Automobile | 7.48 |
| Energy | 6.93 |
| Capital Goods | 6.38 |
| Healthcare | 5.99 |
| Materials | 4.78 |
| Construction | 4.31 |
| Chemicals | 3.77 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Equity Hybrid Gr | 17.43 |
| JM Aggressive Hybrid Gr | 20.19 |
| BOI Mid & Small Cap Equity & Debt Reg Gr | 23.07 |
| ICICI Pru Equity & Debt Gr | 21.12 |
| Quant Absolute Fund Gr | 25.29 |
| Edelweiss Aggr Hybrid Plan B Gr | 17.42 |
| Edelweiss Aggr Hybrid Reg Gr | 17.37 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 0.0 |
| Invesco India Aggressive Hybrid Reg Gr | 13.99 |
| Baroda BNP Paribas Aggressive Hybrid Fund Reg Gr | 0.0 |