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)
5 years 9 months
6 years 4 months
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
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
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.
- Bharti Airtel Ltd: 4.12%
- 7.34% Govt Stock 2064: 3.97%
- 7.3% Govt Stock 2053: 3.81%
- HDFC Bank Ltd: 3.57%
- Infosys Ltd: 3.31%
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 Regular 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. |
Similar Funds from Kotak Mahindra Asset Management Co Ltd

EquityFlexi Cap
3Y CAGR
14.27%
expense ratio
1.49%
fund size
₹49112.04 Cr

EquityEquity - Infrastructure
3Y CAGR
22.89%
expense ratio
0.70%
fund size
₹2251.13 Cr

EquitySector - Financial Services
3Y CAGR
31.16%
expense ratio
0.49%
fund size
₹1393.79 Cr

EquityELSS (Tax Savings)
3Y CAGR
15.56%
expense ratio
0.71%
fund size
₹5892.76 Cr

Fixed IncomeMedium Duration
3Y CAGR
7.36%
expense ratio
0.67%
fund size
₹1864.15 Cr
FAQs
What is the current NAV of Kotak Equity Hybrid Regular Growth?

What are the average returns of Kotak Equity Hybrid Regular Growth?

How do I invest in Kotak Equity Hybrid Regular Growth?

What is the expense ratio of Kotak Equity Hybrid Regular Growth?

What are net assets under management (AUM) of Kotak Equity Hybrid Regular Growth?

What is the PE and PB ratio of Kotak Equity Hybrid Regular Growth?

What are the top 5 holdings of Kotak Equity Hybrid Regular Growth?

What are the top 3 sectors that Kotak Equity Hybrid Regular Growth has invested in?

Who is the manager of Kotak Equity Hybrid Regular Growth?

What is the exit load of Kotak Equity Hybrid Regular Growth?

How to Redeem Kotak Equity Hybrid Regular Growth?

Can I invest in SIP and a Lump Sum of Kotak Equity Hybrid Regular Growth?
