INF174K01F00

CASPeR Ranking #69

Kotak Equity Hybrid Direct Growth

Very High Risk •Aggressive Allocation• Allocation

NAV (Fri Oct 04 2024)

₹72

Returns (Since Inception)

17.65%

Category Average

14.96%

Rating

4

Allocation and Holdings

Asset class

Weightage

Unknown

7.25%

Financial Services

9.38%

Technology

6.43%

Communication Services

3.12%

Utilities

2.53%

Industrials

2.00%

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Overall rating

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Scheme Information

Fund name

Kotak Equity Hybrid Direct Growth

Minimum SIP

100

Risk Level

Very High Risk

AUM

₹6510.25 Cr

ISIN

INF174K01F00

Inception Date

Nov 03 2014

Standard Deviation

8.754

Beta

-

Sharpe Ratio

1.376

Benchmark

NIFTY 50 Hybrid Composite Debt 65:35 INR

Expense Ratio

0.430%

Exit Load

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

Very High Risk

Investment 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 Managers

Pankaj Tibrewal

Abhishek Bisen

About the AMC

Kotak Mahindra Asset Management Co Ltd

Phone Number

+91 22 61152100

Email Address

fundaccops@kotakmutual.com

Corporate Office Address

Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051

Overall AUM

₹6510.25 Cr

Website

www.kotakmf.com
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About Stack Wealth

Stack Wealth is a personalised investment platform to help you achieve your financial goals. We offer hassle-free mutual fund investments with expert strategies and potential returns of up to 18% p.a. Our innovative approach includes portfolio rebalancing based on market conditions and Dynamic SIP (Systematic Investment Plan) recommendations created to maximise your investment returns. Regular portfolio updates, detailed user reports, and goal tracking ensure you stay on the path to financial success.

Our calculators for SIP in mutual funds, Fixed Deposits, Recurring Deposits, and other financial products make planning and managing your investments easy. We assist our investors in planning for retirement, tax saving, child’s education, homeownership, and emergency funds. Additionally, we offer a curated newsletter, masterclasses, and blogs that deliver the most critical finance stories directly to your inbox. Learn about finance and understand what affects your portfolio returns with our expert insights and resources.

Stack Wealth also creates a pathway towards high-return alternative investments, opening new opportunities for diversifying and growing wealth. Join us in our mission to make sophisticated investing accessible to everyone.

Stack Wealth’s Mission

We aim to provide investors with deserved access to world-class investing strategies to help them reach the maximum potential of their wealth. Stack’s mission is to empower individuals to achieve financial independence through mutual fund portfolios, SIPs and services designed to optimise returns and simplify investing.

Our Goal

We aim to take your wealth to new heights by providing expert financial guidance, innovative investment strategies, and support at every stage of your financial journey. Whether you are just starting, looking to make your first investment, or seeking to optimise an established portfolio, Stack Wealth ensures your financial success. Let us help you achieve your financial goals and reach new levels of prosperity.

What Stack Wealth Offers?

Invest in top mutual funds with Stack Wealth through SIP or lump-sum investments to capitalise on market trends. A stack is a personalised mutual fund portfolio that includes mutual funds from various sectors and strategies. It is created for your unique risk tolerance and financial goals, ensuring you can capitalise on market opportunities. Diversifying across different sectors optimises your investments for growth and stability, helping you achieve your financial aspirations. Whether you're a cautious investor or seeking higher returns, our expertly designed stacks provide the perfect balance to meet your needs.

Below are the personalised portfolios designed to match your unique financial goals and risk tolerance, helping you achieve optimal growth and security in your investments.

1. Flexicap Mutual Funds

With a time horizon of 3-5 years, the portfolio achieved a 1-year compound annual growth rate (CAGR) of 43.13%, outperforming the benchmark at 39.05%.

A diversified portfolio for investors looking for a more conservative investment while participating in the growth of the Indian Economy. This includes funds that invest in companies with various market capitalisation across multiple industries.

2. Large and Midcap Funds

With a time horizon of 3-5 years, the portfolio achieved a 1-year compound annual growth rate (CAGR) of 42.94%, outperforming the benchmark at 37.85%.

This is a collection of well-established large-cap and mid-cap companies with a history of consistent financial performance. It is made for investors looking for a more conservative investment but still wanting to participate in the growth of the Indian economy.

3. Passive Funds

With a time horizon of 3-5 years, the portfolio achieved a 1-year compound annual growth rate (CAGR) of 39.28%, outperforming the benchmark at 33.67%.

A quantitative investment strategy that identifies stocks with characteristics associated with higher returns, such as low volatility, high momentum, or low valuation. This is for investors who are looking for a systematic approach to investing.

4. Value Investing

With a time horizon of 3-5 years, the portfolio achieved a 3-year compound annual growth rate (CAGR) of 33.08%, outperforming the benchmark, which was 25.37%.

It is a long-term investment strategy that invests in the undervalued companies with solid fundamentals. It is for investors who want the potential for high returns but are willing to take on some risk.

5. Infrastructure Mutual Funds

With a time horizon of 3-5 years, the portfolio achieved a 3-year compound annual growth rate (CAGR) of 40.43%, outperforming the benchmark, which was 25.37%.

It is made for investors looking to invest in high-growth opportunities in Indian infrastructure, such as roads, railways, ports, and power.

6. Manufacturing Mutual Funds

With a time horizon of 3-5 years, the portfolio achieved a 1-year compound annual growth rate (CAGR) of 22.94%, outperforming the benchmark, which was 25.37%.

A portfolio of stocks poised to benefit from India’s upcoming manufacturing, technological and industrial revolution. This stack is for investors looking to invest in India’s growth story.

7. Gold Mutual Funds

With a time horizon of 3-5 years, the portfolio achieved a 1-year compound annual growth rate (CAGR) of 15.5%, outperforming the benchmark of 0.0%.

Invest in precious metals as a natural hedge against inflationary forces during economic uncertainty or geopolitical instability. Commodities that diversify your portfolio and reduce overall risk, such as these precious metals, correlate poorly with other asset classes.

8. International Mutual Funds

With a time horizon of 3-5 years, the portfolio achieved a 1-year compound annual growth rate (CAGR) of 42.03%, outperforming the benchmark of 39.05%.

A portfolio of leading global companies for investors looking to diversify their portfolio internationally. This includes various funds invested in companies across multiple industries, including technology, healthcare, infrastructure, and financial services.

9. Consumption Sector Mutual funds

With a time horizon of 3-5 years, the portfolio achieved a 1-year compound annual growth rate (CAGR) of 30.32%, outperforming the benchmark of 39.05%.

A portfolio of stocks across a range of industries, including consumer goods, retail, and entertainment, that are poised to benefit from the growing consumer market in India. It is made for investors looking to invest in India’s growth story.

10. Small Cap Mutual Funds

With a time horizon of 3-5 years, the portfolio achieved a 3-year compound annual growth rate (CAGR) of 37.14%, outperforming the benchmark of 25.37%.

A portfolio of small-cap stocks with the potential for high growth. This portfolio is made for investors who are looking for a more risky investment but who are also willing to take on the risk for the potential for higher returns.

11. Sharia mutual funds

With a time horizon of 3-5 years, the portfolio achieved a 3-year compound annual growth rate (CAGR) of 20.42%, outperforming the benchmark of 23.35%.

Invest in this portfolio and participate in India’s growth story in a socially responsible way. Invest in funds that adhere to the strict rules under the Shariah Law.

12. Long Term Debt

With a time horizon of 1-2 years, the portfolio achieved a 1-year compound annual growth rate (CAGR) of 8.29%, outperforming the benchmark of 9.31%.

A tactical fixed-income investment strategy that invests in high-quality rated bonds with high duration.

13. ELSS Tax Saving

With a time horizon of more than three years, the portfolio achieved a one-year compound annual growth rate (CAGR) of 34.52%, outperforming the benchmark of 23.35%.

1Y CAGR: 34.52% Benchmark: 23.35%

Invest in equities with the benefits of capital appreciation and tax savings by availing the benefits under section 80C.

14. Top Returns Mutual Funds

With a time horizon of 3-5 years, the portfolio achieved a 1-year compound annual growth rate (CAGR) of 34.49%, outperforming the benchmark of 18.48%.

A dynamically diversified portfolio incorporating active and passive funds and emerging sectors designed to pursue aggressive growth opportunities.

15. Banking Sector Mutual Funds

With a time horizon of 3-5 years, the portfolio achieved a 1-year compound annual growth rate (CAGR) of 28.01%, outperforming the benchmark of 20.08%.

A diversified portfolio for investors looking for a high-growth investment while participating in the growth of the Indian economy. This included funds invested in banking, financial services, and insurance.

16. Pharma Sector Mutual Funds

With a time horizon of 3-5 years, the portfolio achieved a 1-year compound annual growth rate (CAGR) of 53.78%, outperforming the benchmark of 58.59%.

A pharma and healthcare-focused sector fund seeking exposure to domestic and global healthcare (up to 25%) stocks.

17. Retirement Planning

With a time horizon of 3-5 years, the portfolio achieved a 1-year compound annual growth rate (CAGR) of 44.02%, outperforming the benchmark of 18.48%.

A dynamically diversified portfolio incorporating active and passive funds and emerging sectors designed to pursue aggressive growth opportunities.

Why Choose Stack Wealth?

Our wealth team consists of professionals managing ₹1,600+ Crore for over 1 lakh investors for 25 years. We make investing for beginners easier with the following:

Expert Management: Our dedicated wealth managers are committed to helping clients achieve maximum investment returns.

Multi-Asset Portfolios: Invest in equity, debt, gold, and silver.

Portfolio Review & Planning: Track and optimise your investments with Stack Vault.

 

Personalised Financial Management: Customised plans based on your income and goals.

 

Real-time Tracking: Monitor your portfolio with monthly performance reports.

 

No Fees, No Commissions: Transparent and commission-free service.

How to Invest with Stack Wealth?

Step 1: Download the App

For Android Users:

Go to the Google Play Store on your Android device. Type “Stack Wealth” in the search bar and look for our app. Once you find it, click the Install button to download the app to your device.

For Apple Users:

Go to the App Store on your iPhone or iPad. In the search field, search for “Stack Wealth.” When you see our app in the results, tap the Get button to start downloading and installing.

Step 2: Sign Up

Open the Stack Wealth app on your device and tap the Sign Up button. The app will take you to create an account using your email address or mobile number. Follow the on-screen instructions to set up your account, including creating a secure password.

Step 3: Answer a Few Questions

We'll ask you to answer a few simple questions to help us tailor your investment portfolio to your specific needs and preferences. These questions cover your financial goals, risk tolerance, and investment timeline. Be honest and thorough in your responses to ensure the best-personalised experience.

Step 4: Complete Your KYC

We require all users to complete a Know Your Customer (KYC) process for compliance and security purposes. This step involves providing some personal information and verifying your identity. You may need to upload a government-issued ID and proof of address. Follow the instructions in the app to complete this step smoothly.

Step 5: Select Your Portfolio

Once your KYC is approved, you can access a range of investment portfolios designed to meet various financial goals and risk levels. Browse the available options and select a portfolio that aligns with your objectives. Our expert advisors crafted each portfolio to optimise returns while managing risk.

Step 6: Start Investing

Systematic Investment Plan (SIP):

If you prefer regular, disciplined investing, you can set up a systematic investment plan (SIP). Please choose the amount you want to invest periodically (monthly, quarterly, etc.). The app will automatically deduct this amount from your linked bank account and invest it in your chosen portfolio.

One-Time Investment:

You can make a one-time investment if you have a lump sum amount you’d like to invest at once. Select the amount you wish to invest, and the app will process your investment in the selected portfolio.

Final Steps

After setting up your investment, you can sit back and watch your money grow. The Stack Wealth app will provide regular updates and reports on your portfolio’s performance. You can also make adjustments to your investments or withdraw funds as needed.

Popular Mutual Funds on Stack Wealth

| SBI Large Cap Fund | HDFC Top 100 Fund | Axis Small Cap Fund | Nippon India Multi Cap Fund | ICICI Prudential Multi-Asset Fund | Tata Equity Value Fund | Canara Robeco Glit Fund | Parag Parikh Flexi Cap Fund | Nippon India Flexi Cap Fund | Kotak Equity Hybrid Growth Fund | HDFC Large and Mid Cap Fund | Nippon India Nifty Alpha Law Volatility 30 Index Fund | DSP Nifty 50 Equal Weight Index Fund | SBI Contra Fund Regular Growth |

Popular Finance Calculators on Stack Wealth

| SWP Calculator | HDFC RD Calculator | SBI FD Calculator | ICICI SIP Calculator | SIP Calculator | Retirement Calculator | EMI Calculator | PPF Calculator | Bank of Baroda FD Calculator | Recurring deposit Calculator | HDFC SIP Calculator | EPF Calculator | Bank of India FD Calculator | Fixed Deposit Calculator | HDFC FD Calculator | CAGR Calculator | Yes Bank RD Calculator | PNB FD Calculator | Present Value Calculator | LIC SIP Calculator | Axis SIP Calculator |

Is Your Money Safe with Stack Wealth?

Absolutely! Stack Wealth is a secure mutual fund investment app designed to protect your investments and personal data. Here's how we ensure your money's safety:

Registered and Regulated: Stack Wealth is registered with AMFI (Association of Mutual Funds in India) and SEBI (Securities and Exchange Board of India), ensuring compliance with the highest industry standards.

No Additional Fees: We do not charge any additional investment, advisory, or profit-sharing fees. Your investments are directly placed in the AMC (Asset Management Company) fund houses, and we earn a commission from the fund house directly, ensuring you get the best returns without hidden costs.

Bank-Grade Security: Your data is protected with bank-grade TLS encryption and Multi-Factor Authentication (MFA), safeguarding sensitive information from unauthorised access.

Data Privacy: We prioritise your privacy. Your confidential data is not shared with third-party apps, and we provide 100% transparency with detailed reports and updates on your investments.

Transparent and Trustworthy: We offer detailed reports and regular updates, ensuring you have complete visibility into your investments and can confidently make informed decisions.

With Stack Wealth, you can invest with peace of mind, knowing your money and data are safe.

Need Assistance? Reach out at support@stackwealth.in. 

Find “Stack Wealth” on Instagram, Meta, X, LinkedIn, and YouTube.

StackFin Technology Private Limited CIN number: U72900KA2021PTC148977, Invacia Labs Private Limited CIN number: U72900HR2019PTC080074

Corporate Office: 1st Floor, Sri Varu Plaza, 1779, 19th Main Rd, Vanganahalli, 1st Sector, HSR Layout, Bengaluru, Karnataka 560102, Contact no. : +91 88848 87900

Disclaimer: Mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing your wealth. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a mutual fund or designing a portfolio that suits your needs.

It’s Time to Grow Your Wealth

AUM

Investors

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