| Category: Hybrid: Aggressive |
| Launch Date: 05-11-2014 |
| Asset Class: Mixed Asset |
| Benchmark: NIFTY 50 TRI |
| Expense Ratio: 2.23% As on (31-01-2021) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,257.39 Cr As on (31-01-2021) |
| Turn over: 22.94 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Kotak Equity Hybrid - Growth | 24.89 | 11.52 | 15.35 | - | 10.68 |
| NIFTY 50 TRI | 28.18 | 14.04 | 17.9 | 12.41 | 13.95 |
| Hybrid: Aggressive | 20.82 | 9.52 | 13.64 | 11.79 | 12.55 |
Pankaj Tibrewal
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.
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.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Kotak Equity Hybrid - Growth | - | 0.47 | -0.14 | 1.14 | - | 1.12 |
| Hybrid: Aggressive | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Kotak Equity Hybrid - Growth | 05-11-2014 | 24.89 | 21.29 | 11.52 | 15.35 | 0.0 |
| JM Equity Hybrid Fund-Growth | 01-04-1995 | 41.08 | 13.73 | 9.55 | 11.87 | 10.75 |
| Quant Absolute Fund-Growth Option | 21-03-2001 | 39.89 | 24.98 | 14.92 | 16.0 | 12.99 |
| ICICI Prudential Equity & Debt Fund - Growth | 05-11-1999 | 27.1 | 17.6 | 10.38 | 15.72 | 14.78 |
| UTI - Hybrid Equity Fund - Regular Plan - Growth | 20-03-1995 | 26.14 | 14.22 | 7.08 | 12.94 | 10.68 |
| HDFC Hybrid Equity Fund-Growth | 05-04-2005 | 25.96 | 16.87 | 9.94 | 15.27 | 14.35 |
| Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth | 19-07-2019 | 24.16 | 0.0 | 0.0 | 0.0 | 0.0 |
| Franklin India Equity Hybrid Fund - Growth Plan | 10-12-1999 | 24.06 | 16.52 | 10.72 | 13.05 | 12.81 |
| Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth | 10-02-1995 | 22.85 | 13.22 | 7.15 | 12.43 | 12.03 |
| Principal Hybrid Equity Fund-Growth | 14-01-2000 | 22.85 | 13.84 | 8.26 | 16.34 | 12.86 |