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Kotak Equity Hybrid Fund Growth
NAV (Dec 5,2023)
Kotak Equity Hybrid Fund Growth Latest Trend
- 1M
- 2M
- 3M
Kotak Equity Hybrid Fund Growth Latest Trend
Risk Ratios
- P/E Ratio32.92
- P/B Ratio5.38
- Alpha0
- Beta0
- Sharpe0.09
- Sortino0.16
Fund Overview
1.84%
0%
No Lock-in
₹ 4251.91 Cr
NIFTY 50 Hybrid Composite Debt 65:35 Index
SIP ₹100.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Dec 07, 2023
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
|---|---|---|---|---|---|
| ₹ 10,000 | ₹ 10,409.61 (4.10%) | ₹ 11,231.43 (12.31%) | ₹ 11,393.3 (13.93%) | ₹ 16,183.24 (61.83%) | ₹ 20,880.11 (108.80%) |
| ₹ 30,000 | ₹ 31,228.83 (4.10%) | ₹ 33,694.29 (12.31%) | ₹ 34,179.9 (13.93%) | ₹ 48,549.72 (61.83%) | ₹ 62,640.33 (108.80%) |
| ₹ 50,000 | ₹ 52,048.05 (4.10%) | ₹ 56,157.15 (12.31%) | ₹ 56,966.5 (13.93%) | ₹ 80,916.2 (61.83%) | ₹ 1,04,400.55 (108.80%) |
| ₹ 80,000 | ₹ 83,276.88 (4.10%) | ₹ 89,851.44 (12.31%) | ₹ 91,146.4 (13.93%) | ₹ 1,29,465.92 (61.83%) | ₹ 1,67,040.88 (108.80%) |
| ₹ 1,00,000 | ₹ 1,04,096.1 (4.10%) | ₹ 1,12,314.3 (12.31%) | ₹ 1,13,933 (13.93%) | ₹ 1,61,832.4 (61.83%) | ₹ 2,08,801.1 (108.80%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- Central Government22.78%
- HDFC BANK LTD5.73%
- ICICI BANK LTD4.02%
- Infosys Ltd2.70%
- STATE BANK OF INDIA2.42%
- Carborundum Universal Ltd2.40%
- Larsen and Toubro Ltd2.40%
- RELIANCE INDUSTRIES LTD2.12%
- Century Plyboards India Ltd1.98%
- AXIS BANK LTD1.93%
- Solar Industries India Limited1.88%
- Bosch Limited1.73%
- Thermax Ltd1.69%
- National Thermal Power Corporation Ltd1.64%
- Bharat Forge Ltd1.61%
- Supreme Industries Limited1.54%
- Triparty Repo1.53%
- Tech Mahindra Ltd1.52%
- ITC Ltd1.51%
- United Spirits Ltd1.47%
- Tata Consultancy Services Ltd1.37%
- KOTAK MAHINDRA BANK LTD1.28%
- Dr Reddy s Laboratories Ltd1.27%
- Mahindra Lifespace Developers Ltd1.20%
- Galaxy Surfactants Ltd1.13%
- Whirlpool of India Ltd1.11%
- SUN PHARMACEUTICAL INDUSTRIES LTD1.09%
- Cummins India Ltd1.04%
- JK Cement Ltd1.01%
- Power Finance Corporation Ltd0.98%
- Blue Dart Express Ltd0.97%
- GS CG STRIPS0.96%
- Schaeffler India Ltd0.94%
- Techno Electric & Engineering Company Limited0.94%
- Maruti Suzuki India Limited0.92%
- Shree Cement Ltd0.90%
- Sheela Foam Ltd0.88%
- LIC HOUSING FINANCE LTD0.86%
- Mahindra & Mahindra Ltd0.83%
- Torrent Pharmaceuticals Ltd0.76%
- Cipla Ltd0.69%
- The Ramco Cements Ltd0.68%
- Oberoi Realty Limited0.63%
- Hindustan Unilever Ltd0.63%
- Net Current Assets Liabilities0.61%
- AU Small Finance Bank Ltd0.60%
- BHARTI TELECOM LTD0.59%
- IPCA Laboratories Ltd0.59%
- Oracle Financial Services Software Ltd0.58%
- Coromandel International Limited0.58%
- ICICI Lombard General Insurance Company Ltd0.57%
- Indian Oil Corporation Ltd0.57%
- Petronet LNG Ltd0.54%
- SAMVARDHANA MOTHERSON INTERNATIONAL LTD0.53%
- Kajaria Ceramics Ltd0.46%
- Zydus Lifesciences Ltd0.45%
- V S T Tillers Tractors Ltd0.45%
- Bharat Petroleum Corporation Ltd0.45%
- Emami Ltd0.44%
- KALPATARU PROJECTS INTERNATIONAL LIMITED0.39%
- Tamil Nadu State Govt Tamil Nadu0.36%
- U P Power Corporation Ltd Guaranteed By UP State Government0.36%
- SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA0.35%
- Shyam Metalics and Energy Limited Ltd0.34%
- NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT0.31%
- Hindalco Industries Ltd0.31%
- P I Industries Ltd0.29%
- BANDHAN BANK LIMITED0.25%
- GS CG JUN STRIPS0.25%
- Gujarat Gas Company Ltd0.20%
- JIO FINANCIAL SERVICES LTD0.16%
- Aditya Birla Finance Ltd0.16%
- Brookfield REIT0.13%
- Kerala State Govt Kerala0.12%
- Punjab State Govt Punjab0.12%
- Haryana State Govt Haryana0.12%
- Gujarat State Govt Gujarat0.05%
- Andhra Pradesh State Govt Andhra Pradesh0.05%
- GS CG Feb STRIPS0.03%
- Rajasthan State Govt Rajasthan0.02%
- GS CG Aug STRIPS0.02%
- Miscellaneous24.86%
- Bank - Private12.75%
- IT - Software6.17%
- Refineries3.14%
- Bank - Public2.42%
- Abrasives2.40%
- Auto Ancillary2.25%
- Wood & Wood Products1.98%
- Chemicals1.88%
- Forgings1.61%
- Plastic Products1.54%
- Cigarettes/Tobacco1.51%
- Diesel Engines1.04%
- Courier Services0.97%
- Bearings0.94%
- Finance - Housing0.86%
- Fertilizers0.58%
- Insurance0.57%
- Automobiles-Tractors0.45%
- Metal - Non Ferrous0.31%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
| Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
| HYBRID | Very High | 14.65% |
| HYBRID | Very High | 14.62% |
| HYBRID | Very High | 13.96% |
| HYBRID | Very High | 13.88% |
| HYBRID | Very High | 12.81% |
| HYBRID | Very High | 11.75% |
| HYBRID | Very High | 11.42% |
| HYBRID | Very High | 11.21% |
| HYBRID | Very High | 10.25% |
| HYBRID | Very High | 8.95% |
DSP Equity & Bond Fund - Regular Plan - Growth
Shriram Aggressive Hybrid Fund - Regular Plan - Growth
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
Invesco India Equity & Bond Fund - Regular Plan - Growth
Quant Absolute Fund - Growth
Navi Equity Hybrid Fund - Regular Plan - Growth
Motilal Oswal Equity Hybrid Fund - Regular Plan - Growth
Mirae Asset Hybrid Equity Fund - Regular Plan - Growth
Groww Aggressive Hybrid Fund - Regular Plan - Growth
HDFC Hybrid Equity Fund - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 18.21% |
| HYBRID | Very High | 15.35% |
| HYBRID | Very High | 13.44% |
| HYBRID | Very High | 12.77% |
| HYBRID | Very High | 12.63% |
| HYBRID | Very High | 12.37% |
| HYBRID | Very High | 11.96% |
| HYBRID | Very High | 10.56% |
| HYBRID | Very High | 10.19% |
| HYBRID | Very High | 7.75% |
LIC MF Aggressive Hybrid Fund - Growth
SBI Equity Hybrid Fund - Regular Plan - IDCW
Axis Equity Hybrid Fund - Regular Plan - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 23.86% |
| HYBRID | Very High | 19.12% |
| HYBRID | Very High | 17.56% |
| HYBRID | Very High | 15.53% |
| HYBRID | Very High | 14.20% |
| HYBRID | Very High | 13.78% |
| HYBRID | Very High | 12.22% |
| HYBRID | Very High | 12.22% |
| HYBRID | Very High | 10.78% |
| HYBRID | Very High | 10.39% |
Tata Hybrid Equity Fund - Regular Plan - Growth
Aditya Birla Sun Life Equity Hybrid '95 Fund - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 15.67% |
| HYBRID | Very High | 15.03% |
| HYBRID | Very High | 14.13% |
| HYBRID | Very High | 13.66% |
| HYBRID | Very High | 13.01% |
| HYBRID | Very High | 12.37% |
| HYBRID | Very High | 11.26% |
| HYBRID | Very High | 11.03% |
| HYBRID | Very High | 10.46% |
| HYBRID | Very High | 7.09% |
JM Aggressive Hybrid Fund - Growth
Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth
Franklin India Equity Hybrid Fund - Growth
PGIM India Hybrid Equity Fund - Growth
IDBI Hybrid Equity Fund - GrowthGet your latest Credit Score, FREE
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