Hybrid | Aggressive Hybrid Fund
3Y Returns
17.49%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
0.47%
Fund Size
₹4814 Cr
Inception Date
03-Nov-14
Fund Manager
Harsha Upadhyaya
Exit Load
Nil upto 8% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
70.09%
Debt & Others
29.91%
Market Cap Allocation
Large Cap
39.50%
Mid Cap
17.95%
Small Cap
12.64%
Other Cap
29.91%
Investment Objective
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.
Fund House Detail
AMC Name
Kotak Mahindra Asset Management Company Limited
Scheme Document
https://www.kotakmf.com/Information/forms-and-downloadsAddress
27 BKC, C-27, G Block,Bandra Kurla Complex, Bandra (E),Mumbai - 400 051
Kotak Equity Hybrid Fund - Direct Plan Growth
1Y
30.51%
3Y
17.95%
5Y
18.73%
Jm Equity Hybrid Fund (Direct) - Growth Option
1Y
60.39%
3Y
25.23%
5Y
21.24%
Icici Prudential Equity And Debt Fund - Direct Plan - Growth
1Y
39.42%
3Y
25.03%
5Y
21.56%
Bank Of India Mid & Small Cap Equity & Debt Fund Direct Plan - Growthgrowth
1Y
51.88%
3Y
24.89%
5Y
24.18%
Quant Absolute Fund Direct Plan - Growth
1Y
39.88%
3Y
21.76%
5Y
26.25%
Edelweiss Aggressive Hybrid Fund - Direct Growth
1Y
35.42%
3Y
21.34%
5Y
19.2%
Icici Prudential Thematic Advantage Fund (Fof) - Direct Plan - Growth
1Y
33.42%
3Y
20.62%
5Y
22.32%
Mahindra Manulife Aggressive Hybrid Fund - Direct - Growth
1Y
34.84%
3Y
20.11%
5Y
NA
Icici Prudential Passive Strategy Fund (Fof) - Direct Plan - Growth
1Y
33.37%
3Y
19.12%
5Y
16.8%
Uti Hybrid Equity Fund - Direct Growth Plan
1Y
32.33%
3Y
18.85%
5Y
17.15%
Nippon India Equity Hybrid Fund Direct Plan Growth Option
1Y
31.28%
3Y
18.22%
5Y
13.18%
Invesco India Equity And Bond Fund - Direct Plan Growth
1Y
35.46%
3Y
17.38%
5Y
15.68%
Franklin India Equity Hybrid Fund - Direct Growth
1Y
33.33%
3Y
17.03%
5Y
16.53%
Tata Hybrid Equity Fund Direct Plan Growth
1Y
24.46%
3Y
16.49%
5Y
14.58%
Shriram Hybrid Equity Fund Direct - Growth
1Y
35.15%
3Y
16.29%
5Y
14.67%
Groww Aggressive Hybrid Fund-Direct Plan - Growth
1Y
28.98%
3Y
16.12%
5Y
14.9%
Hdfc Hybrid Equity Fund - Direct Plan - Growth Option
1Y
21.25%
3Y
16.02%
5Y
15.46%
Union Hybrid Equity Fund - Direct Plan - Growth
1Y
28.44%
3Y
15.9%
5Y
NA
Navi Equity Hybrid Fund Direct Plan Growth
1Y
24.57%
3Y
15.77%
5Y
13.72%
Bandhan Hybrid Equity Fund Direct Plan-Growth
1Y
25.86%
3Y
15.72%
5Y
15.45%
Canara Robeco Equity Hybrid Fund Direct Growth
1Y
26.38%
3Y
15.32%
5Y
16.36%
Mirae Asset Hybrid - Equity Fund - Direct Plan - Growth
1Y
25.37%
3Y
15.3%
5Y
15.68%
Dsp Equity And Bond Fund - Direct Plan - Growth
1Y
27.84%
3Y
14.45%
5Y
16.19%
Lic Aggressive Hybrid Fund - Direct Plan - Growth
1Y
28.14%
3Y
14.36%
5Y
13.09%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Growth-Direct Plan
1Y
28.31%
3Y
14.31%
5Y
13.7%
Sbi Equity Hybrid Fund Direct Growth
1Y
25.69%
3Y
14.13%
5Y
14.61%
Axis Equity Hybrid Fund - Direct Plan Growth
1Y
20.95%
3Y
11.99%
5Y
13.39%
Pgim India Hybrid Equity Fund - Direct Plan - Growth - Growth
1Y
20.15%
3Y
11.86%
5Y
12.76%
Motilal Oswal Equity Hybrid Fund-Direct Plan Growth
1Y
16.6%
3Y
11.34%
5Y
13.56%
Hsbc Equity Hybrid Fund Direct Plan Growth
1Y
NA
3Y
4.97%
5Y
9.14%
BSE Member code: 58371
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