Kotak Equity Hybrid - Growth - Direct

Kotak Equity Hybrid - Growth - Direct of Kotak Mahindra Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.92

Age

NA Years

Fund Manager

Pankaj Tibrewal

AuM (Rs Crores)

1744.4819

Asset Class

Hybrid-Equity

Net Asset Value:

24.311

Rating

2

Exit Load

0.01

Fund Type

Balanced

SEBI Category

Aggressive Hybrid Fund

Turnover Ratio(Monthly)

45.48%

Fund Manager Details:

Pankaj Tibrewal B.Com., MFM from Manchester University. He has over 5 years of experience in managing funds. Prior to joining Kotak Mahindra AMC, has been with Principal PNP Asset Management co p ltd as fund manager.

Objective:

To achieve growth by investing in equity & equity related instruments, balanced with income generation by investing in debt & money market instruments.

Top Holdings:

  • Banks (17.71)
  • Automobile (6.68)
  • Finance (6.6)
  • IT - Software (5.35)
  • Cement (5.31)
  • Auto Ancillaries (3.46)
  • Refineries (3.38)
  • Chemicals (2.73)
  • FMCG (2.69)
  • Tobacco Products (2.32)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition