₹ 5,411.89 Cr
1.82%
NIFTY 50 Hybrid Composite Debt 65:35
INF174K01450
100.0
100.0
1000
Abhishek Bisen, Atul Bhole, Arjun Khanna
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
Kotak Equity Hybrid - Payout of Income Distribution cum capital withdrawal option | 28.61 | 16.69 | 17.63 |
Benchmark | - | - | - |
Equity
Debt
Others
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.
Company | Holdings (%) |
---|---|
7.18% GOI 24/07/2037 | 6.4 |
HDFC Bank Ltd. | 3.78 |
ICICI Bank Ltd. | 3.54 |
7.18% GOI 14/08/2033 | 3.45 |
Power Finance Corporation Ltd. | 2.98 |
Infosys Ltd. | 2.73 |
Bharti Airtel Ltd. | 2.57 |
Solar Industries India Ltd. | 2.41 |
Larsen & Toubro Ltd. | 2.31 |
Reliance Industries Ltd. | 2.14 |
Sector | Holdings (%) |
---|---|
Financial | 20.5 |
Sovereign | 17.63 |
Technology | 8.27 |
Automobile | 7.48 |
Energy | 6.93 |
Capital Goods | 6.38 |
Healthcare | 5.99 |
Materials | 4.78 |
Construction | 4.31 |
Chemicals | 3.77 |
Scheme Name | 5Y (%) |
---|---|
Kotak Equity Hybrid IDCW | 17.63 |
JM Aggressive Hybrid Gr | 20.37 |
Bank of India Mid & Small Cap Equity & Debt Reg Gr | 23.54 |
ICICI Pru Equity & Debt Gr | 21.28 |
Quant Absolute Fund Gr | 25.45 |
Invesco India Aggressive Hybrid Reg Gr | 14.23 |
Edelweiss Aggr Hybrid Plan B Gr | 17.52 |
Edelweiss Aggr Hybrid Reg Gr | 17.46 |
Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 0.0 |
HSBC Aggressive Hybrid Fund Reg Gr | 14.56 |