Kotak Mahindra Asset Management Company Limited

Kotak Equity Hybrid - Growth

HybridAggressive Hybrid Fund
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return11.7%
  • 3 yr return24.9%
  • 5 yr return12.2%
  • Expense Ratio1.89%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees3468.2
  • NAVRupees43.1

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The 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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • ICICI Bank Ltd. 4.9
  • Central Government - 2027 4.1
  • HDFC Bank Ltd. 4
  • Central Government - 2033(^) 3.5
  • Triparty Repo 3.4
  • Central Government - 2033 3
  • Infosys Ltd. 3
  • State Bank Of India. 3
  • Central Government - 2036 2.3
  • Carborundum Universal Ltd. 2.3
  • Reliance Industries Ltd. 2.2
  • Sectors %
  • Banks19.2
  • Govt-Sec17.2
  • Industrial Products6.4
  • Internet and Technology5.7
  • Automobiles5.1

Fund House