KOTAK EQUITY HYBRID FUND

The Fund provides a relatively cost-effective and transparent way to invest in the Indian stock market, offering investors diversified exposure to public sector enterprises.

ETMutualFunds data reveals six large-cap mutual funds turned Rs 5 lakh into Rs 1 crore over 20 years. Notably, 11 funds have completed two decades. HDFC Top 100 Fund achieved Rs 1.51 crore, growing at 18.58% CAGR from Rs 5 lakh.

Mid cap schemes invest in mid cap stocks or in stocks of medium-sized companies. As per Sebi norms, mid cap schemes are mandated to invest in companies that are between 101 and 250 in the market capitalisation. These companies can be leaders of tomo...

The fund will accept fresh subscriptions through lumpsum investment, systematic investment plan (SIP), systematic transfer plan (STP), frequency or such other special products in the units of Kotak Small Cap Fund.

With retail investors continuing to be on a buying spree using the mutual fund route, the trend of stake sale by promoters in NSE500 companies looks on track to cross the Rs 1 lakh crore mark.

Mid cap mutual funds offered an average return of 26.09% in the last three years. The mid cap funds are benchmarked against Nifty Midcap 150 - TRI and BSE 150 MidCap - TRI which gave 28.62% and 28.24% respectively in the same time period.

The strategies for the UTI Aggressive Hybrid is quite different from the UTI Large Cap or UTI Flexi Cap. I run more of a relative value strategy. I focus a lot on value. So, for example, you would not find many high PE stocks in my portfolio or very...

Equity savings schemes are funds that belong to the hybrid category. They invest in a mix of equity, debt and arbitrage opportunities. A scheme in this category invests in equity and debt securities, employing a combination of three investment strat...

If you are bothered about the uncertainties and volatility in the market, you can consider investing in aggressive hybrid mutual funds. Mutual fund advisors typically recommend aggressive hybrid fund schemes to ‘conservative’ equity investors to cre...

Nine equity mutual funds, including Nippon India Small Cap Fund, SBI Small Cap Fund, and Kotak Emerging Equity Fund, offered over 15% CAGR in the last five, seven, and 10 years based on daily rolling returns.

Kotak Nifty Midcap 50 Index Fund will be an open-ended scheme replicating/tracking the NIFTY Midcap 50 Index. Benchmarked against NIFTY Midcap 50 Index, it will be managed by Devender Singhal, Satish Dondapati, and Abhishek Bisen.

Kotak Mutual Fund introduces Freedom SIP facility for investments under growth option of eligible schemes effective from June 18. Investors can register for a SIP cum SWP for specified duration.

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Equity mutual funds offered an average return of 1.20% in May, with sectoral funds topping the chart in performance.

Equity mutual fund categories under Modi's second term witnessed significant returns, with small cap funds leading at 243.94%. Nippon India Small Cap Fund topped with 304.07%. ELSS funds, large cap, and aggressive hybrid funds also showed notable pe...

Our panel of experts will answer questions related to any aspect of personal finance. If you have a query, mail it to us right away.

Equity Savings Funds (ESF) offer safer investment opportunities with potential for higher returns than Fixed Deposits (FDs). They invest in multiple asset classes, including equity, debt, and arbitrage opportunities, providing tax efficiency. ESFs a...

Conservative hybrid mutual funds offer a balanced mix of debt and equity, adhering to SEBI guidelines. Ideal for conservative investors seeking modest exposure to stocks for additional returns.

JM Aggressive Hybrid Fund, the topper in the category, delivered 55.48% return in the last one year. Bank of India Mid & Small Cap Equity & Debt Fund gave 47.28% return in the said period.