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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹32.9830 0.90%
As on 19-Mar-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Kotak Equity Hybrid Fund - Regular Plan
|
|
|
Very High
|
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1.79 |
|
 |
|
Very High
|
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1.60 |
||
|
|
Very High
|
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1.74 |
||
|
|
Very High
|
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1.90 |
||
|
|
Very High
|
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1.92 |
₹6,324 Cr
1.00 (365)
100
1,000
100
1
Investment Strategy
The Scheme seeks to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Kotak Equity Hybrid Fund - Regular Plan invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds.
Mutual funds can be bought directly from the website of the fund house. For instance, Kotak Equity Hybrid Fund - Regular Plan fund can be purchased from the website of Kotak Mahindra Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Kotak Equity Hybrid Fund - Regular Plan is ₹32.9830 as of 20-Mar-2025.
The AUM of Kotak Equity Hybrid Fund - Regular Plan Fund is ₹6,324 Cr as of 28-Feb-2025
The riskometer level of Kotak Equity Hybrid Fund - Regular Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.30 19/06/2053 |
4.67
|
|
GOI Sec 7.34 22/04/2064 |
4.42
|
|
GOI Sec 6.79 07/10/2034 |
3.49
|
|
GOI Sec 7.18 24/07/2037 |
2.27
|
|
GOI Sec 7.09 05/08/2054 |
2.04
|
As of 28-Feb-2025, Kotak Equity Hybrid Fund - Regular Plan had invested 72.94% in Equity, 25% in Debt, 1.64% in Cash & Cash Eq. and 0.43% in Real Estate See More
Kotak Equity Hybrid Fund - Regular Plan is 25 years 4 months old. It has delivered 14.23% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
11.22%
|
12.47%
|
22.77%
|
13.06%
|
11.58%
|
14.23%
|
No, There is no lock in period in Kotak Equity Hybrid Fund - Regular Plan.
The expense ratio of Kotak Equity Hybrid Fund - Regular Plan is 1.79.
