Kotak Equity Hybrid - Growth

(Erstwhile Kotak Balance - Growth)

Category: Hybrid: Aggressive
Launch Date: 01-11-2014
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.18% As on (31-01-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,474.28 Cr As on (31-01-2020)
Turn over: 17.03
NAV as on 20-02-2020

27.227

-0.01 (-0.0367%)

CAGR Since Inception

8.47%

NIFTY 50 TRI 13.43%

PERFORMANCE of Kotak Equity Hybrid - Growth

Scheme Performance (%) Data as on - 20-02-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Equity Hybrid - Growth 20.2 7.75 7.56 - 8.47
NIFTY 50 TRI 13.9 12.27 7.83 10.92 13.43
Hybrid: Aggressive 13.58 7.45 6.74 10.49 11.41

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Abhishek Bisen, Mr. Pankaj Tibrewal

Mr. Bisen is a BA and MBA in Finance. Prior to joining Kotak AMC, Abhishek was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

Investment Objective

The scheme seeks to exploit the capital appreciation of equity and the stable returns of debt by investing a substantial amount in debt and money market instruments. It aims to minimize the risk that arises out of even the most carefully picked equity stocks.

RETURNS CALCULATOR for Kotak Equity Hybrid - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Kotak Equity Hybrid - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Equity Hybrid - Growth - 0.47 -0.14 1.14 - -
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Kotak Equity Hybrid - Growth

Period
Data as on - 20-02-2020
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Kotak Equity Hybrid - Growth 01-11-2014 20.2 6.4 7.75 7.56 0.0
DSP Equity & Bond Fund- Regular Plan - Growth 27-05-1999 24.62 9.76 10.64 10.01 11.75
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 01-04-2017 24.04 12.15 0.0 0.0 0.0
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 22.16 0.0 0.0 0.0 0.0
Axis Equity Hybrid Fund - Regular Plan - Growth Option 05-08-2018 20.63 0.0 0.0 0.0 0.0
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 31-12-1995 20.29 10.22 12.25 9.44 12.61
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 01-02-1993 18.53 10.17 11.61 9.41 13.02
LIC MF Equity Hybrid Fund-Regular Plan-Growth 31-03-1991 18.48 7.6 7.88 4.38 8.13
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 17.77 10.22 11.03 8.37 8.76
HSBC Equity Hybrid Fund - Growth 22-10-2018 16.06 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Kotak Equity Hybrid - Growth

Asset Allocation (%)