Kotak Equity Hybrid - Growth

Aggressive NAV 43.0900 0 01 June, 2023

Fund Details

Category Aggressive
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 November, 2014
Benchmark NIFTY 50 Hybrid Composite Debt 70:30 Index
Asset Size(Cr) 3326.97 (As on 31-03-2023)
Turn over 38.8%
Min Investment ₹ 5000
Min SIP Investment ₹ 1000
Min Addl Investment ₹ 1000
Exit Load For units in excess of 8% of the investment,1% will be charged for redemption within 365 days
Expense Ratio 1.87% (As on 31-03-2023)
Fund Manager Pankaj Tibrewal, Abhishek Bisen, Arjun Khanna

Investment Returns (As on 01 Jun, 2023)

Duration Returns Benchmark Category
1 W 1.39% 1.58% 1.37%
1 M 2.85% 4.02% 2.99%
3 M 1.86% 1.44% 1.72%
6 M 1.21% 0.35% 0.47%
1 Y 6.5% 7.25% 6.04%
2 Y 11.23% 12.49% 9.96%
3 Y 23.36% 23.79% 19.46%
5 Y 11.58% 12.46% 9.61%

Risk Mesasures (As on 01 Jun, 2023)

Std Dev Sharpe Beta Alpha
Fund 18.17 0.47 -0.14 1.14
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 6.99%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Kotak Equity Hybrid - Growth 6.5% 23.36% 11.58%
ICICI Prudential Equity & Debt Fund - Growth 9.04% 27.97% 14.07%
Nippon India Equity Hybrid Fund - Growth Plan 8.89% 22.51% 5.33%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth -0.58% 18.34% 6.88%
SBI Equity Hybrid Fund - Regular Plan -Growth 2.31% 17.29% 10.21%

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Kotak Equity Hybrid Fund - Balanced Approach of Moneymaking

Equity schemes are chosen for higher returns, debt schemes are chosen for lower risk but a right mix of both can allow the investors to gain decent capital appreciation without involving high risk. Kotak Equity Hybrid Fund is an aggressive hybrid mutual fund which uses a mixed portfolio of equity and debt instruments to provide reasonable capital appreciation to the investors. It is a consistent performer and does not involve high risk. Investors with moderate risk appetite can achieve their objective through this scheme.

About Aggressive Hybrid Mutual Funds

Aggressive hybrid fund is the sub-category of mutual funds which invest the majority of the corpus in equity instruments while minor allocation is done in debt or fixed income securities. The same category was previously called by the name of balanced mutual fund but was renamed in May 2018. The major allocation in equity instruments allows it to gain better returns while the volatility gets reduced by the investment in fixed income securities and money market instruments. The fund manager of an aggressive hybrid mutual fund can also take advantage of arbitrage opportunities for capital appreciation. On legal terms, an aggressive hybrid mutual fund, also known as equity oriented mutual fund, has to invest 20-35% of the corpus in debt securities while 60-80% has to be invested in equity instruments.

Kotak Equity Hybrid Fund - Is it Worthy to Invest?

It was launched in November 1999 and has maintained an impressive return rate since then. Kotak Mutual Fund launched this scheme to deliver consistent and risk-adjusted returns through a diversified portfolio. The management staff is led by Mr Abhishek Bisen since April 2008 who was accompanied by Mr Pankaj Tibrewal in August 2015. Both the experienced managers have assisted thousands of investors in achieving their financial objectives. The allocation in the equity instruments was lower a few years ago but has been slightly increased in recent years. Although the volatility has been kept low with a decent risk to reward ratio. Kotak Equity Hybrid Fund is worthy to invest if the investor aims to gain long term capital without taking a high risk from a mixed portfolio of equity and debt tools.

Where Does it Invest?

In recent years, the fund managers of Kotak Equity Hybrid Fund have kept the equity allocation between 70-80% while the investment in fixed income securities has remained near 20%. Equity instruments with better growth potential are targeted from multiple sectors. Large-cap stocks are generally preferred but a noteworthy allocation is also done in mid and small-cap stocks. The sector allocation is in sync to the benchmark with marginal overweight on financial, construction and engineering sector. The stocks selected have an impressive track record and possess decent P/E ratio. The fixed income security in the portfolio are of diversified credit ratings ranging from AAA to less than A. Government securities are also bought in bulk to further reduce the risk. These securities promote consistent growth and also acts as a hedge against dynamic equity instruments.

Reasons to Invest in Kotak Equity Hybrid Fund

  1. It has the right mix of equity and debt tools to deliver risk-adjusted gains to the investors.
  2. It can provide high returns in the bullish market while negative returns are balanced by debt tools.
  3. 3. Kotak Equity Hybrid Fund has delivered consistent gains in the long term.
  4. 4. In recent months, it is gaining momentum to provide exponential returns to the investors.
  5. 5. It is suitable for new investors who are unaware of the risk and returns of mutual funds.
  6. 6. It is managed by two highly professional and experienced fund managers at Kotak Mutual Fund.
  7. 7. With the availability of Systematic Investment Plan (SIP), it allows convenient wealth creation in the long term.
  8. 8. It is provided by Kotak Mutual Fund which is among the most prestigious mutual fund houses in India.

Who Can Invest in Kotak Equity Hybrid Fund?

The mixed portfolio of equity and debt instruments is suitable for the investor with moderate to low risk appetite. Due to low volatility and decent capital gains, it is most suitable for the new investors as those investing for the first time expect capital appreciation at moderate risk. It is also ideal for long term goals like retirement planning and child future planning. Those who are planning to invest can expect 12-15% annualised returns if the investment tenure is more than 3 years. The SIP calculator at MySIPonline can be used to get a better idea of what can be gained from the scheme.

Kotak Equity Hybrid Fund is a consistent performer which is showing better results in recent years. However, it is always advisable to consult with a financial expert before investing in mutual funds.

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