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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹6,795 Cr
Lock In Period
N/A
Expense Ratio
1.77
Benchmark
Nifty50 Hybrid Composite Debt 65:35 Index
Exit Load
For redemption / switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil.If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2025-03-31
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About Fund
Kotak Equity Hybrid Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹6,795 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 1.77. Under the expert guidance of Abhishek Bisen ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
FAQs
Kotak Equity Hybrid Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak Equity Hybrid Fund - Growth is 1.77. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Equity Hybrid Fund - Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Kotak Equity Hybrid Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak Equity Hybrid Fund - Growth is ₹6,795 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Equity Hybrid Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500