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Kotak Equity Hybrid - Growth

Fund House:
Kotak Mahindra Mutual Fund
Category:
Hybrid: Aggressive
Status:
Open Ended Schemes
Launch Date:
25-11-1999
ISIN Number:
INF174K01E92
Minimum Investment:
100
Minimum SIP:
1000
Total Assets: (29-11-2024):
6810.02
Nav (20-12-2024)
61.046
CAGR Since Inception:
13
Benchmark:
NIFTY 50 Hybrid Composite Debt 65:35 Index
Expense Ratio (30-11-2024)::
1.76 %
Risko-Meter:
Very High
Exit Load:
Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days
Asset Class
Mixed Asset
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Kotak Equity Hybrid - Growth 24 20.32 16.72 17.99 13.12
JM Aggressive Hybrid Fund (Regular) -Growth Option 30.01 29.21 23.6 23.81 12.85
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 29.63 29.29 19.71 27.08 0
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 29.08 24.31 17.24 15.38 0
HSBC Aggressive Hybrid Fund - Regular Growth 26.13 23.25 15.51 15.52 12.15
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 23.38 21.04 16.98 18.86 0
BANDHAN Hybrid Equity Fund-Regular Plan Growth 22.7 19.49 14.68 16.29 0
UTI Aggressive Hybrid Fund - Regular Plan - Growth 22.59 21.85 17.83 18.63 12.34
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 21.95 21.73 18.17 17.78 12.68
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 21.94 21.64 18.06 17.71 12.63
Fund Manager
Abhishek Bisen, Atul Bhole, Arjun Khanna:
Scheme 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. :
Riskometer : Very High
Risko-meter
Return Analysis
Based On Kotak Equity Hybrid - Growth NIFTY 50 TRI Hybrid: Aggressive
CAGR since inception 13.00% 13.95% 13.56%
1 Year 24.00% 12.84% 19.94%
3 Year 16.72% 13.73% 14.95%
5 Year 17.99% 15.28% 16.19%
10 Year 13.12% 12.46% 11.87%
Nav / Index Value as on2024-12-22 6,810.02% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 0.09
Debt 22.54
Cash & Cash Equivalents 1.76
Equity 76.35
Company Holding
BHARTI AIRTEL LIMITED 3.96
HDFC BANK LIMITED 3.74
INFOSYS LIMITED 3.24
ORACLE FINANCIAL SERVICES SOFTWARE LIMITED 2.93
NTPC LIMITED 2.59
ICICI BANK LIMITED 2.46
ULTRATECH CEMENT LIMITED 2.13
WIPRO LIMITED 2.05
FORTIS HEALTHCARE LIMITED. 2.02
TATA CONSULTANCY SERVICES LIMITED 2
FAQ's of Kotak Equity Hybrid - Growth
How do I use the SIP Calculator to calculate Kotak Mahindra Mutual Fund ?

To calculate the Kotak Mahindra Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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