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Kotak Equity Hybrid - Direct Plan - Growth

  • Regular
  • Direct
Category : Aggressive Hybrid Fund
  • Latest (Updated on 30th Sep 2019)
    Crisil Rank
  • (Updated on 30th Jun 2019)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the Aggressive Hybrid Fund. Existing investors can hold their investments. Fund performance is still average compared to peers so fresh investments can be avoided.

Returns (NAV as on 15th November, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 08-Nov-19 10025.80 0.26% - -0.54% 5/35
1 Month 15-Oct-19 10389.60 3.90% - 3.62% 6/35
3 Month 14-Aug-19 10859.30 8.59% - 6.84% 6/34
6 Month 15-May-19 10961.60 9.62% - 6.39% 7/33
YTD 01-Jan-19 11221.80 12.22% - 2.88% 6/33
1 Year 15-Nov-18 11570.50 15.71% 15.70% 10.02% 5/32
2 Year 15-Nov-17 11279.80 12.80% 6.21% 3.97% 11/27
3 Year 15-Nov-16 13426.10 34.26% 10.32% 9.00% 12/25
5 Year 14-Nov-14 15641.40 56.41% 9.35% 8.41% 8/22
Since Inception 03-Nov-14 15820.20 58.20% 9.54% 11.13% 27/34

SIP Returns (NAV as on 15th November, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 15-Nov-18 12000 13110.11 9.25 % 17.5 %
2 Year 15-Nov-17 24000 26329.3 9.71 % 9.16 %
3 Year 15-Nov-16 36000 40888.45 13.58 % 8.44 %
5 Year 14-Nov-14 60000 76531.27 27.55 % 9.66 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.02% 3.90% 8.59% 9.62% 12.53% 15.70% 6.21% 10.32% 9.35%
Nifty 50 0.20% 4.09% 7.85% 6.62% 9.51% 12.04% 8.43% 13.63% 7.22%
Benchmark: Nifty 50 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Category Average 0.19% 3.37% 7.05% 6.91% 7.73% 9.88% 4.39% 9.87% 8.45%
Category Rank 27/35 11/35 7/34 7/33 5/33 7/32 10/27 12/25 9/22
Best in Category 0.61% 5.82% 11.39% 14.24% 16.88% 20.26% 11.35% 14.53% 11.53%
Worst in Category -0.30% 0.00% 2.98% -10.23% -10.68% -9.69% -5.33% 3.12% 2.54%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2017 10.92% 12.16% 12.85% 10.01%
Q4 - 2017 8.73% 5.84% 6.61% 7.4%
Q3 - 2016 7.03% 3.40% 4.42% 6.16%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2018 -3.97% -2.14% -2.77% -3.57%
Q3 - 2018 -1.81% 3.29% 2.44% -3.35%
Q4 - 2016 -2.82% -6.39% -6.71% -3.67%

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