FAQ : Kotak Equity Hybrid Fund - Growth

Kotak Equity Hybrid Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 24.45 15.03 17.31 11.71
Average Rolling Returns(%) 13.71 12.70 11.46 11.98

The Current NAV of Kotak Equity Hybrid Fund - Growth is ₹51.65.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

Kotak Equity Hybrid Fund - Growth fund’s expense ratio is 1.83%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Equity Hybrid Fund - Growth is currently ₹5,045 Crores.

The Top three stocks are ICICI Bank, HDFC Bank and Infosys and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 26% of fund’s portfolio respectively.

Top three sectors of Kotak Equity Hybrid Fund - Growth fund are Others, BFSI and Construction & Infrastructure accounting for 54% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Aggressive Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Kotak Equity Hybrid Fund - Growth Fund is Hybrid - Aggressive Hybrid Fund.

Pankaj Tibrewal and Abhishek Bisen manage the Kotak Equity Hybrid Fund - Growth Fund.

Kotak Equity Hybrid Fund - Growth current PE ratio is 35.65 and PB ratio is 5.91

The asset allocation of Kotak Equity Hybrid Fund - Growth is Stocks : 73.31%, Debt : 26.56% and Gold : 0.11%

The minimum SIP amount for Kotak Equity Hybrid Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak Equity Hybrid Fund - Growth is Nil upto 8% of investment and 1% for remaining investment on or before 1 year, Nil after 1 year

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