Kotak Equity Hybrid Direct
The 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.There is no assurance that the investment objective of the
Scheme will be achieved.
Suitability
This product is suitable for investors who are seeking
• long term capital growth
• Investment in equity & equity related securities balanced with income generation by investing in debt & money market instruments
Fund Info
Scheme Type
Open-ended
Scheme Category
Aggressive Allocation
Benchmark Type
Crisil Balanced Fund Index
Scheme AUM (in Crs.)
₹ 1554.23
Expense Ratio
1.07%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 139427
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Aggressive Allocation |
| Benchmark Type | Crisil Balanced Fund Index |
| Scheme AUM (in Crs.) | ₹ 1554.23 |
| Expense Ratio | 1.07% |
| Scheme Class | Hybrid |
| AMC AUM (in Crs.) | ₹ 139427 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
United Bank Of India
Bonds/Deb
4.75
HDFC Bank Ltd.
Equity
4.42
GOI
CGL
3.72
Shree Cement Ltd.
Equity
2.65
Bharat Financial Inclusion Ltd.
Equity
2.33
Infosys Ltd.
Equity
2.29
Schaeffler India Ltd.
Equity
2.22
ICICI Bank Ltd.
Equity
1.98
State Bank of India
Equity
1.94
Larsen & Toubro Ltd.
Equity
1.86
Asset Allocation(%)
Equity
71.34
CBLO
6.53
Central Government Loan
5.21
Bonds/Debentures
4.75
Bonds
4.29
Sector Allocation(%)
Sector
Percent
Construction
9.70
Automobile
8.10
Engineering
7.09
FMCG
5.41
Financial
21.67
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.