Kotak Equity Hybrid - Growth
- 1 yr return15.4%
- 3 yr return22.3%
- 5 yr return14.6%
- Expense Ratio1.85%
- Lock-in Period--
- Exit Load1%
- Fund Size (Cr)
4049.5 - NAV47.1
Performance Graph
- Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator 
- Show returns for: SIP Lumpsum
- Monthly SIP ()
- Investment years: 1 3 5
- Amount invested/month: -
- Time Period: 1 years
- Estimated Returns: 0
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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
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Riskometer
Top Holdings
- Companies %
- Triparty Repo 5.4
- HDFC Bank Ltd 5
- Central Government - 2033 4.7
- Central Government - 2030 4.4
- ICICI Bank Ltd 4.2
- Infosys Ltd 2.8
- Central Government - 2033(^) 2.7
- State Bank Of India 2.4
- Larsen & Toubro Ltd 2.3
- Carborundum Universal Ltd 2.1
- Century Plyboards (India) Ltd 2
- Sectors %
- Banks18.9
- Govt-Sec18.6
- Industrial Products6.6
- Internet and Technology6.1
- Cash/Deposits/Margins/Treps/Repo/Swaps6.1
Fund House
- Fund House Kotak Mahindra Asset Management Company Limited
- Fund Manager Pankaj Tibrewal
- Launch Date 03-Nov-14
- Address Mumbai - 400 051
- Email ID mutual@kotak.com
- Website https://zfunds.in
- SID https://www.kotakmf.com/Information/forms-and-downloads