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Kotak Equity Hybrid

Kotak Equity Hybrid

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.14

as on 03 Oct 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,082 today.

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NAV Performance

Kotak Equity Hybrid performance graph for last 3 years
Performance of Kotak Equity Hybrid for last 3 Years

Fund Information

  • ₹ 40.190

    as on 03 Oct 2022
  • Regular - Growth

  • 2 / 33

  • ₹ 5,000

  • ₹ 2,170 Cr.

    as on 31 Dec 2021
  • 2.14%

  • 03 Nov 2014

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • Kotak Mahindra Mutual Fund

    Show All Funds

Highlights of this fund

Kotak Equity Hybrid is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 03 Nov 2014. This fund is offered by one of the top AMC (Assets Management Company) Kotak Mahindra Mutual Fund. You can also view here all other Hybrid funds offered by Kotak Mahindra Mutual Fund.

Latest NAV of the fund is ₹ 40.190 as on 03 Oct 2022.

This fund has 7 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.14%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

The 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. There is no assurance that the investment objective of the Scheme will be achieved.

List of Fund Managers of Kotak Equity Hybrid

  • About Pankaj Tibrewal

    Picture of Pankaj TibrewalMr. Pankaj Tibrewal has more than 13 years of experience in the fund management area. Prior to joining Kotak AMC, he was in the fund management team of Principal PNB Asset Management Company Pvt. Ltd.He is a graduate in Commerce from St. Xavier's College, Kolkata and holds a Masters degree in Finance from Manchester University.
  • About Abhishek Bisen

    Picture of Abhishek BisenMr. Abhishek Bisen has been associated with the company since October 2006. His key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek was working with Securities Trading Corporation Of India Ltd. where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His former assignments also include 2 years of merchant banking experience with a leading merchant banking firm.he holds a BA in Management and an MBA in Finance.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 1.80% 11.66% 10.54% 27.10% 35.69% 29.38% 18.51% 16.90% 11.76% 22.54% 31.09% 24.53% 18.77%
Category Average -2.09% 6.98% -1.10% 0.25% 19.99% 14.15% 9.88% 12.46% 0.15% 8.58% 14.11% 12.19% 12.01%
Kotak Equity Hybrid -2.28%₹ 9,771 7.34%₹ 10,734 0.02%₹ 10,002 2.80%₹ 10,279 3.12%₹ 12,201 23.75%₹ 15,330 11.48%₹ 26,924 17.14%₹ 16,082 17.61%₹ 46,679 11.67%₹ 17,370 14.77%₹ 86,858 - -
ICICI Prudential Equity & Debt Fund -1.20%₹ 9,879 7.55%₹ 10,754 0.27%₹ 10,026 7.11%₹ 10,710 6.09%₹ 12,391 34.47%₹ 18,112 19.87%₹ 29,133 20.99%₹ 17,720 23.69%₹ 50,803 13.61%₹ 18,937 17.82%₹ 93,608 15.74%₹ 43,168 15.47%₹ 2,69,843
Canara Robeco Equity Hybrid Fund -2.60%₹ 9,740 7.16%₹ 10,715 -1.72%₹ 9,828 -2.09%₹ 9,790 -0.65%₹ 11,958 17.17%₹ 13,739 7.02%₹ 25,773 14.81%₹ 15,139 12.79%₹ 43,569 11.25%₹ 17,043 12.42%₹ 81,943 13.42%₹ 35,237 12.85%₹ 2,34,450
DSP Equity And Bond Fund -2.41%₹ 9,758 8.63%₹ 10,863 -1.81%₹ 9,818 -4.91%₹ 9,508 -2.20%₹ 11,857 17.83%₹ 13,895 5.66%₹ 25,426 12.96%₹ 14,419 11.69%₹ 42,883 9.98%₹ 16,097 11.42%₹ 79,954 12.58%₹ 32,716 12.18%₹ 2,26,233
Mirae Asset Hybrid - Equity Fund -2.30%₹ 9,769 6.42%₹ 10,642 -1.75%₹ 9,825 -1.74%₹ 9,826 -1.15%₹ 11,925 18.26%₹ 13,998 7.23%₹ 25,828 13.99%₹ 14,816 12.90%₹ 43,641 10.59%₹ 16,549 11.84%₹ 80,793 - -
IDFC Hybrid Equity Fund -1.60%₹ 9,840 8.04%₹ 10,804 -1.33%₹ 9,866 -0.92%₹ 9,907 0.68%₹ 12,044 20.35%₹ 14,498 9.42%₹ 26,390 14.43%₹ 14,989 15.23%₹ 45,122 8.44%₹ 14,995 11.83%₹ 80,763 - -

Portfolio Holdings

Portfolio holdings pattern of Kotak Equity Hybrid as on 04 Oct 2022 are listed below:

  • Equity Holdings:

    77.49%
  • Debt Holdings:

    15.69%
  • Others Holdings:

    6.85%

Top Sector Holdings of Kotak Equity Hybrid

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.75% ₹ 406.62 Cr.
Computers - Software 6.92% ₹ 158.55 Cr.
Pharmaceuticals 5.71% ₹ 130.68 Cr.
Cement 4.54% ₹ 104.03 Cr.
Refineries/Marketing 3.83% ₹ 87.65 Cr.
Others 61.25% -

Top Stock Holdings of Kotak Equity Hybrid

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 5.33% ₹ 122.18 Cr.
Infosys Ltd. 4.74% ₹ 108.51 Cr.
HDFC Bank Ltd. 3.94% ₹ 90.24 Cr.
State Bank Of India 3.50% ₹ 80.08 Cr.
Reliance Industries Ltd. 2.79% ₹ 63.88 Cr.
Others 79.70% -

Top Debt Instrument Type holdings of Kotak Equity Hybrid

Instrument TypeHolding PercentageHolding Values in Crore
GOI 15.67% ₹ 359.48 Cr.
NCD & Bonds 0.02% ₹ .52 Cr.
Others 84.31% -

Top Debt Holdings of Kotak Equity Hybrid

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 15.67% ₹ 359.48 Cr.
Bond - LIC Housing Finance Ltd. 0.02% ₹ .52 Cr.
Others 84.31%

Other Holdings

Holding TypeHolding Percentage
TREPS 8.04%
InvITs 0.29%
Net Receivables -1.48%