Kotak Equity Hybrid Regular Growth

• Alpha -0.56%
• Beta 1.27
• Sharpe Ratio1.21
• Std Deviation 8.75%
• Tracking Error 5.71%

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.

The Kotak Equity Hybrid Regular Growth has an AUM of 6714.55 crores & has delivered CAGR of 20.14% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.77%. The minimum investment in Kotak Equity Hybrid Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include 7.18% Govt Stock 2037, HDFC Bank, Infosys & Bharti Airtel.

The major sectors where the fund is invested are Software & Programming, Regional Banks, Consumer Financial Services & Construction Services.

Some of the similar funds are UTI Aggressive Hybrid Fund Regular Plan Growth, Kotak Equity Hybrid Regular Growth, HSBC Aggressive Hybrid Fund Growth, Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth, Aditya Birla Sun Life Equity Hybrid '95 Fund Growth. Kotak Equity Hybrid Regular Growth has a sharpe ratio of 1.21 & a standard deviation of 8.75%.