Kotak Equity Hybrid - Growth - Direct

Kotak Equity Hybrid - Growth - Direct

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Category: Hybrid: Aggressive
Launch Date: 01-11-2014
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35
Expense Ratio: 0.59% As on (31-10-2022)
Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,067.33 Cr As on (31-10-2022)
Turn over: 40.38
NAV as on 01-12-2022

48.287

0.19 (0.3935%)

CAGR Since Inception

13.04%

NIFTY 50 Hybrid Composite Debt 65:35 12.52%

PERFORMANCE of Kotak Equity Hybrid - Growth - Direct

Scheme Performance (%) Data as on - 01-12-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Equity Hybrid - Growth - Direct 10.01 18.91 13.53 - 13.04
Benchmark - - - - -
Hybrid: Aggressive 6.78 14.76 10.55 12.89 12.51

Yearly Performance (%)

Nav Movement

Fund Managers

Pankaj Tibrewal, Abhishek Bisen, Arjun Khanna

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.

RETURNS CALCULATOR for Kotak Equity Hybrid - Growth - Direct

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Kotak Equity Hybrid - Growth - Direct

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Equity Hybrid - Growth - Direct - - 1.41 1.1 7.54 5.46
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Kotak Equity Hybrid - Growth - Direct

Period
Data as on - 01-12-2022
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Equity Hybrid - Growth - Direct 01-11-2014 10.01 21.53 18.91 13.53 0.0
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 16.55 34.59 30.86 19.53 17.98
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 15.03 31.53 21.23 14.26 16.29
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 11.77 20.83 16.58 11.22 14.87
Tata Hybrid Equity Fund- Regular Plan - Growth Option 08-10-1995 11.04 19.31 14.62 10.3 12.95
JM Equity Hybrid Fund (Regular) -Growth Option 01-04-1995 10.48 18.61 21.18 11.07 11.75
Nippon India Equity Hybrid Fund - Growth Plan 05-06-2005 10.39 21.27 9.88 5.97 11.09
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 8.95 19.93 16.05 12.08 12.5
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth 19-07-2019 8.95 21.69 18.38 0.0 0.0
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 8.91 21.56 17.05 9.78 11.99

PORTFOLIO ANALYSIS of Kotak Equity Hybrid - Growth - Direct

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300