icon
AllocationAggressive Allocation

Kotak Equity Hybrid Regular Growth

3Y Annualised

12.83%

-0.65% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

Annualised

-5.37%

-0.65% 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 9 months

NIFTY 50

6 years 4 months

FD

9 years 7 months

Fund info

Fund size

₹6753.16 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

Fund Managers

PT
Pankaj TibrewalFund Manager Since 25 Aug 2015
AB
Abhishek BisenFund Manager Since 4 Jun 2009

About Kotak Equity Hybrid Regular Growth

Kotak Equity Hybrid Regular 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 Regular Growth has ₹6753.16 Cr worth of assets under management (AUM) as of Wed Mar 12 2025. The latest Net Asset Value (NAV) of Kotak Equity Hybrid Regular Growth as of Tue Mar 11 2025 is ₹54.849. The fund has an expense ratio of 1.79%, which is medium comparable to most other Allocation funds.

Kotak Equity Hybrid Regular Growth returns for the last 1 year are 5.42%. Since launch, it has delivered 11.55% average annual returns.

The Kotak Equity Hybrid Regular Growth has the majority of its money invested in Communication Services, null, Financial Services, Technology, Basic Materials, Healthcare sectors.

Top 5 Holdings of Kotak Equity Hybrid Regular Growth.

  1. Bharti Airtel Ltd: 4.12%
  2. 7.34% Govt Stock 2064: 3.97%
  3. 7.3% Govt Stock 2053: 3.81%
  4. HDFC Bank Ltd: 3.57%
  5. Infosys Ltd: 3.31%

AMC Information

NameKotak Mahindra Asset Management Co Ltd
Founding Date2014-11-03
Emailfundaccops@kotakmutual.com
Phone+91 22 61152100
Websitewww.kotakmf.com
AddressKotak 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 Regular Growth

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

Similar Funds from Kotak Mahindra Asset Management Co Ltd

Calculate Your Returns

Estimated Returns in 3 Years

₹0

Total Amount

₹0

Invest Nowcta image

FAQs

View All

It’s Time to Grow Your Wealth

₹1,000+ cr

AUM

1+ Lac

Investors

stack mb