PT
Pankaj TibrewalFund Manager Since 25 Aug 2015
AllocationAggressive Allocation
Kotak Equity Hybrid Direct Growth
3Y Annualised
14.79%
0.86% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.94%
0.86% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years
NIFTY 50
6 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹6324.10 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
For redemptions / switch outs of upto 8% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment : Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment : 1%. If units are redeemed or switched out on or after 1 year from the date of allotment : Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
AB
Abhishek BisenFund Manager Since 4 Jun 2009
About Kotak Equity Hybrid Direct Growth
Kotak Equity Hybrid Direct Growth is a Allocation mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 10 years, having been launched on 2014-11-03. Kotak Equity Hybrid Direct Growth has ₹6324.10 Cr worth of assets under management (AUM) as of Mon Mar 24 2025. The latest Net Asset Value (NAV) of Kotak Equity Hybrid Direct Growth as of Fri Mar 21 2025 is ₹66.646. The fund has an expense ratio of 0.5%, which is medium comparable to most other Allocation funds.
Kotak Equity Hybrid Direct Growth returns for the last 1 year are 12.75%. Since launch, it has delivered 13.48% average annual returns.
The Kotak Equity Hybrid Direct Growth has the majority of its money invested in null, Communication Services, Financial Services, Technology, Healthcare, Basic Materials, Utilities sectors.
Top 5 Holdings of Kotak Equity Hybrid Direct Growth.
- 7.3% Govt Stock 2053: 4.67%
- Bharti Airtel Ltd: 4.49%
- 7.34% Govt Stock 2064: 4.42%
- HDFC Bank Ltd: 3.89%
- 6.79% Government Of India (07/10/2034): 3.49%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2014-11-03 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Equity Hybrid Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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