Kotak Equity Hybrid Regular Growth
Medium
Risk
Other Schemes
Aggressive Allocation
+
15.11
%
15.11
%
3Y annualised
+
0.14
%
0.14
%
1D
1M
6M
1Y
3Y
All
Fund size
5045
NAV:
Mar 7, 2024
51.969
Sector
Tech
Type
Other_schemes
Launched
Nov 2014
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2037
9.8
%
ICICI Bank Ltd
3.89
%
HDFC Bank Ltd
3.74
%
Infosys Ltd
2.79
%
Power Finance Corp Ltd
2.58
%
Larsen & Toubro Ltd
2.40
%
Bharti Airtel Ltd
2.34
%
Reliance Industries Ltd
2.29
%
Bosch Ltd
2.14
%
NTPC Ltd
1.96
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Kotak Equity Hybrid Regular Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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