Widely used:
Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹42.4480 -0.57%
As on 13-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Kotak Equity Hybrid Fund - Direct Plan
|
|
|
Very High
|
Please wait... |
0.47 |
|
 |
|
Very High
|
Please wait... |
1.00 |
||
|
|
Very High
|
Please wait... |
0.91 |
||
|
|
Very High
|
Please wait... |
1.26 |
||
|
|
Very High
|
Please wait... |
0.81 |
₹6,355 Cr
1.00 (365)
100
1,000
100
1
Investment Strategy
The Scheme seeks to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
Kotak Equity Hybrid Fund - Direct Plan invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds.
Mutual funds can be bought directly from the website of the fund house. For instance, Kotak Equity Hybrid Fund - Direct Plan fund can be purchased from the website of Kotak Mahindra Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Kotak Equity Hybrid Fund - Direct Plan is ₹42.4480 as of 14-Aug-2024.
The AUM of Kotak Equity Hybrid Fund - Direct Plan Fund is ₹6,355 Cr as of 31-Jul-2024
The riskometer level of Kotak Equity Hybrid Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.18 24/07/2037 |
5.25
|
|
GOI Sec 7.30 19/06/2053 |
2.13
|
|
GOI Sec 7.25 12/06/2063 |
1.89
|
|
GOI Sec 7.32 13/11/2030 |
1.77
|
|
GOI Sec 7.46 06/11/2073 |
1.65
|
As of 31-Jul-2024, Kotak Equity Hybrid Fund - Direct Plan had invested 75.23% in Equity, 23.1% in Debt, 1.59% in Cash & Cash Eq. and 0.09% in Real Estate See More
Kotak Equity Hybrid Fund - Direct Plan is 11 years 7 months old. It has delivered 15.22% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
32.46%
|
18.49%
|
21.65%
|
16.24%
|
15.46%
|
15.22%
|
No, There is no lock in period in Kotak Equity Hybrid Fund - Direct Plan.
The expense ratio of Kotak Equity Hybrid Fund - Direct Plan is 0.47.
Mutual Funds 
Kotak Kotak Equity Hybrid Fund - Direct Plan
