KOTAK EQUITY HYBRID FUND - REGULAR PLAN GROWTH

NORMAL RISK
Hybrid
Hybrid: Aggressive Hybrid
6M returns
21.71 %
Current NAV
60.93
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Min. SIP
100
AUM
₹ 6045.0 Cr

Return Calculator

Amount per month100
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
1,200

Investment distribution

GOI16.4 %
HDFC Bank5.8 %
Others4.0 %
Power Fin. Corp.3.6 %
Bharti Airtel3.1 %
ICICI Bank3.0 %

Fund Manager

PT
Pankaj Tibrewal
AB
Abhishek Bisen
HU
Harsha Upadhyaya
AB
Atul Bhole
AK
Arjun Khanna

Fund Information

Launched
09 Nov 2014(9 years ago)
Expense ratio1.78%
Exit LoadExit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days
Benchmark index
NIFTY 50 Hybrid Composite Debt 65:35100%

Fund Objective

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.

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