| 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 (31-12-2022) |
| Status: Open Ended Schemes for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,209.48 Cr As on (31-12-2022) |
| Turn over: 38.57 |
Scheme Performance (%) Data as on - 27-01-2023
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Kotak Equity Hybrid - Growth - Direct | 4.94 | 15.81 | 11.46 | - | 12.23 |
| Benchmark | - | - | - | - | - |
| Hybrid: Aggressive | 1.96 | 12.14 | 8.32 | 12.11 | 11.43 |
Yearly Performance (%)
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.
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Kotak Equity Hybrid - Growth - Direct | 18.19 | - | 1.41 | 1.1 | 7.36 | 5.24 |
| Hybrid: Aggressive | - | - | - | - | - | - |
| 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 | 4.94 | 15.67 | 15.81 | 11.46 | 0.0 |
| Quant Absolute Fund - Growth Option - Regular Plan | 21-03-2001 | 8.73 | 24.12 | 27.05 | 16.74 | 17.04 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 7.96 | 24.58 | 19.34 | 12.48 | 15.37 |
| HDFC Hybrid Equity Fund - Growth Plan | 01-04-2005 | 5.91 | 15.38 | 14.73 | 9.22 | 14.08 |
| JM Equity Hybrid Fund (Regular) -Growth Option | 01-04-1995 | 5.34 | 13.97 | 19.45 | 8.73 | 11.13 |
| Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option | 16-06-2009 | 5.31 | 15.06 | 13.82 | 9.65 | 11.98 |
| Nippon India Equity Hybrid Fund - Growth Plan | 05-06-2005 | 5.15 | 15.24 | 7.99 | 3.93 | 10.33 |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option | 12-08-2009 | 5.14 | 14.99 | 13.76 | 9.63 | 11.96 |
| UTI - Hybrid Equity Fund - Regular Plan - Growth | 20-03-1995 | 4.92 | 15.97 | 14.95 | 7.87 | 11.34 |
| Tata Hybrid Equity Fund- Regular Plan - Growth Option | 08-10-1995 | 4.53 | 13.96 | 12.56 | 7.92 | 12.33 |
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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