Kotak Equity Hybrid Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Equity Hybrid Growth Direct Plan

NAV
₹66.3920
-0.13%
(3 Apr)
AUM
6,324 Cr
TER
0.5%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+12.7%
+10.7%
+9.6%
+8.6%
+6.8%
+6.4%
3Y
+16.0%
+17.5%
+13.8%
+17.6%
+20.1%
+12.3%
5Y
+21.6%
+25.6%
+25.2%
+29.5%
+30.1%
+21.8%
ALL
+13.5%
+14.6%
+13.4%
+17.5%
+14.3%
+13.3%
VOL
12.7%
12.8%
12.2%
12.1%
14.3%
-
TER
0.8%
0.3%
0.5%
1.0%
0.7%
-
AUM
₹570 Cr
₹2,290 Cr
₹6,324 Cr
₹38,507 Cr
₹729 Cr
-
INFO
1.06
1.14
1.10
1.45
1.00
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Equity Hybrid (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
7.3% Govt Stock 2053
4.7%
Bharti Airtel Ltd
4.5%
7.34% Govt Stock 2064
4.4%
HDFC Bank Ltd
3.9%
6.79% Government Of India (07/10/2034)
3.5%
Infosys Ltd
3.2%
Fortis Healthcare Ltd
2.9%
UltraTech Cement Ltd
2.9%
Wipro Ltd
2.7%
NTPC Ltd
2.4%
Top industry exposure
Financial Services
15.0%
Technology
12.6%
Industrials
10.3%
Basic Materials
8.2%
Healthcare
7.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
70%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
Investment objective of the scheme is to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized.
Fund manager(s)
Abhishek Bisen
Atul Bhole

FAQs