Kotak Equity Hybrid Fund Direct-Growth is a hybrid mutual fund offered by Kotak Mahindra Mutual Fund. The fund has an AUM of ₹6,714.55 crores and the current NAV is ₹69.960 as of October 26, 2024.
The Kotak Equity Hybrid Fund’s return performance has been 33.60% in the last year, 57.52% in the previous three years, and 289.64% since the scheme’s debut.
Kotak Equity Hybrid Fund Return
| Period | This fund | Category average |
|---|---|---|
| 1 month | -4.8% | -5.32% |
| 3 months | -0.98% | -0.78% |
| 6 months | 14.1% | 9.88% |
| 1 year | 33.60% | 32.51% |
| 3 years | 16.07% | 14.08% |
| 5 years | 20.02% | 18.11% |
Kotak Equity Hybrid Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
GOI
|
Sovereign | GOI Sec | 7.12% |
|
HDFC Bank Ltd.
|
Financial | Equity | 4.31% |
|
Infosys Ltd.
|
Technology | Equity | 3.32% |
|
Bharti Airtel Ltd.
|
Communication | Equity | 3.26% |
|
Oracle Financial Services Software Ltd.
|
Technology | Equity | 2.92% |
Sector Allocation in Kotak Equity Hybrid Fund
| Sector | Percentage | Amount (₹) |
|---|---|---|
| Financial | 13.45% | ₹903.11 Cr |
| Technology | 12.64% | ₹848.72 Cr |
| Energy | 6.94% | ₹465.99 Cr |
| Healthcare | 6.42% | ₹431.07 Cr |
| Capital Goods | 6.16% | ₹413.62 Cr |
| Others | 54.39% | ₹3,652.04 Cr |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
