Kotak Equity Hybrid Reg Gr

Morningstar® rating
  • 43.46 -0.33%
    As on 08 Jun 2023
  • Allocation
    Category
  • Aggressive Allocation
    Sub-Category
  • 3468.22 Cr
    Fund Size (As on 30 Apr 2023)
  • One-Time SIP
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Investment Objective

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.

Min SIP Amount 1000.00
Expense Ratio 1.89%
Min Lumpsum Amount 5000.00
Lock in Period NA
Risk Very High Risk
Launch Date 03 Nov 2014
Benchmark Name NIFTY 50 Hybrid Composite Debt 65:35 INR

52 Week High

43.60%

(07 Jun 2023)

52 Week Low

36.34%

(20 Jun 2022)

Durations 1 Yr. 3 Yr. 5 Yr. Since Inspection
Annualised Returns 14.26 23.24 12.55 11.03
Absolute Returns 0.00 0.00 80.58 145.79

Fund Manager:

Mr. Pankaj Tibrewal (Since 25 Aug 2015)

Exit Load:1.00000% if redeemed before completion of 1yr, Nil there after

  • 221

    Rank (of 245)

  • 6yrs 5m

    Doubled Money