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Asset Size:1210Cr
Expense Ratio:2.2%
Fund Manager(s):Abhishek Bisen,Pankaj Tibrewal,
5year Returns:10.21%

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Kotak Equity Hybrid Regular Growth

Kotak       

Balanced Equity
Aggressive Allocation

Nav : 29.644 ( -0.03%) December 2nd, 2020

People currently viewing this : 1

Rank (of 245)

18

Annualized Returns(5 yrs)

10.21%

Investment Horizon

>3 Yr

Doubled Money

7yrs 2m

Returns since November 3rd, 2014

8.87%

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

56.1L

Projected Maturity Amount

1.1Cr

Kotak     

Balanced Equity
Aggressive Allocation

Nav : 29.644 ( -0.03%) December 2nd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹1000

Amount Invested

57.2L

Projected Wealth Gained

56.1L

Projected Maturity Amount

1.1Cr

Rank (of 245)

18

Annualized Returns(5 yrs)

10.21%

Investment Horizon

>3 Yr

Doubled Money

7yrs 2m

Returns since November 3rd, 2014

8.87%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

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. However,there is no assurance that the objective of the scheme will be realized.

Basic Details
Fund House
Kotak
Launch Date
November 3rd, 2014
Expense Ratio
2.2%
Fund Category Risk
Moderate
Std Dev (1Yr)
29.106
Std Dev (3Yr)
18.866
Std Dev (5Yr)
16.265
Asset Size
1210Cr
Investment Details
Investment Plan
Growth
Return since Launch
8.87 %
Exit Load
1% if withdrawn within 1 Year(s)
No exit load if withdrawn after 1 Year(s)
Contact Details
Phone No.
+91 22 66384444