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Kotak Equity Hybrid Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.45 | 42.44 | 1.94 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 45.37 | 1.66 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| NIFTY 50 Hybrid Composite Debt 65:35 Index |
About Aggressive Hybrid Fund
Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Peers & Comparison
HybridAggressive Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Kotak Equity Hybrid Fund | 27.85% | 15.48% | 14.41% |
| SBI Equity Hybrid Fund | 19.01% | 10.45% | 14.95% |
| ICICI Pru Equity & Debt Fund | 26.78% | 18.62% | 17.96% |
| HDFC Hybrid Equity Fund | 19.10% | 12.52% | 12.88% |
Price Comparison
Compare Kotak Equity Hybrid Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.14 %
Holdings
4.39 %
0.14 % - Bharti Airtel Ltd3M change : 0.61 %
Holdings
3.61 %
0.61 % - Infosys Ltd3M change : -0.33 %
Holdings
3.16 %
-0.33 %
AMC Profile
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.
No.of Schemes
75
Total AUM
₹ 4,71,170.07 Cr.
Fund Manager Profile
Atul Bhole
AUM: ₹57,233.51 Cr.
|
Exp: 7yrs
Abhishek Bisen
AUM: ₹1,22,725.37 Cr.
|
Exp: 6yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%