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Fund Name	NAV Date	NAV	Rupee Change	Percent Change
Kotak Equity Hybrid - Payout of Income Distribution cum capital withdrawal option	20/Mar/2023	23.825	-0.1070	-0.4471%
Kotak Equity Hybrid - Payout of Income Distribution cum capital withdrawal option - Direct	20/Mar/2023	28.292	-0.1230	-0.4329%
Kotak Equity Hybrid - Growth	20/Mar/2023	40.54	-0.1820	-0.4469%
Kotak Equity Hybrid - Growth - Direct	20/Mar/2023	46.152	-0.2020	-0.4358%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Kotak Equity Hybrid Fund Analysis

Performance Summary of Fund

Bmsmoney Aggressive Hybrid Fund Category Rank: 10

Positive Aspects of Fund

Negative Aspects of Fund

Kotak Equity Hybrid Fund Performance Snapshot (Regular Plan)

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KPIs^*	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	-2.66	-3.50	Yes	Yes	No	3/27	-5.23 / -2.18
1M Rolling Return %	0.17	0.08	Yes	No	No	9/27	-0.36 / 0.71
3M Return %	-3.86	-5.19	Yes	Yes	No	4/27	-9.89 / -2.94
3M Rolling Return %	0.87	0.69	Yes	No	No	12/27	-1.78 / 3.00
6M Return %	-1.89	-2.83	Yes	No	No	10/27	-9.38 / 1.03
6M Rolling Return %	1.55	0.63	Yes	No	No	8/26	-2.72 / 4.38
1Y Return %	3.27	1.14	Yes	No	No	10/27	-6.67 / 6.98
1Y Rolling Return %	16.99	16.05	Yes	No	No	8/25	9.25 / 32.77
3Y Return %	25.12	21.35	Yes	Yes	No	5/25	14.10 / 37.79
3Y Rolling Return %	17.10	14.16	Yes	Yes	No	3/20	7.02 / 27.58
5Y Return %	11.29	9.44	Yes	Yes	No	3/20	4.92 / 17.93
Standard Deviation	18.25	17.37	No	No	Yes	20/25	14.76 / 22.69
Semi Deviation	14.84	13.59	No	No	Yes	24/25	11.36 / 19.32
Max Drawdown	-25.50	-21.80	No	No	Yes	24/25	-34.70 / -16.27
VaR 1 Y	-12.60	-13.44	Yes	No	No	9/25	-18.65 / -9.98
Average Drawdown	-7.32	-7.37	Yes	No	No	14/25	-11.59 / -5.27
Sharpe Ratio	0.45	0.37	Yes	No	No	8/25	0.02 / 1.21
Sterling Ratio	0.43	0.43	Yes	No	No	12/25	0.20 / 0.95
Sortino Ratio	0.20	0.18	Yes	No	No	9/25	0.04 / 0.54

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

March 20, 2023.}
_{Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Dec. 31, 2022} _{KPIs: Key Performance Indicators}

Kotak Equity Hybrid Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Kotak Equity Hybrid Fund

Top Performing Funds in Aggressive Hybrid Fund Category

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Fund Name	Category Rank	Analysis	1Y Return	3Y Return	Max Drawdown	VaR _{1Y 95%}	Sharpe Ratio	Sortino Ratio	Hurst Index
Canara Robeco Equity Hybrid Fund	5	The Canara Robeco Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Equity Hybrid Fund performance snapshot section.	0.04%	19.05%	-16.27%	-9.98%	0.44	0.20	0.49
Edelweiss Aggressive Hybrid Fund	2	The Edelweiss Aggressive Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 12 KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Aggressive Hybrid Fund performance snapshot section.	3.81%	22.66%	-21.18%	-11.64%	0.45	0.21	0.50
Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana	1	The Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 12 KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana performance snapshot section.	0.79%	22.31%	-19.33%	-11.96%	0.53	0.24	0.48
Quant Absolute Fund	4	The Quant Absolute Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Quant Absolute Fund performance snapshot section.	4.95%	37.79%	-21.56%	-14.66%	1.21	0.54	0.48
Tata Hybrid Equity Fund	3	The Tata Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has four KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Tata Hybrid Equity Fund performance snapshot section.	4.90%	21.79%	-21.61%	-14.93%	0.41	0.20	0.48

Kotak Equity Hybrid Fund Performance Snapshot (Direct Plan)

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KPIs	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	-2.54	-3.40	Yes	Yes	No	2/27	-5.09 / -2.09
1M Rolling Return %	0.28	0.18	Yes	No	No	9/27	-0.28 / 0.81
3M Return %	-3.52	-4.91	Yes	Yes	No	4/27	-9.54 / -2.80
3M Rolling Return %	1.23	0.99	Yes	No	No	12/27	-1.55 / 3.15
6M Return %	-1.20	-2.24	Yes	No	No	8/27	-8.65 / 1.48
6M Rolling Return %	2.27	1.22	Yes	No	No	8/26	-2.08 / 5.03
1Y Return %	4.74	2.38	Yes	No	No	9/27	-5.93 / 8.12
1Y Rolling Return %	18.63	17.42	Yes	No	No	8/25	11.08 / 33.35
3Y Return %	26.86	22.80	Yes	Yes	No	4/25	15.43 / 39.07
3Y Rolling Return %	18.70	15.38	Yes	Yes	No	3/20	7.85 / 28.70
5Y Return %	12.76	10.64	Yes	Yes	No	4/20	5.81 / 19.07
Standard Deviation	18.25	17.37	No	No	Yes	20/25	14.76 / 22.69
Semi Deviation	14.84	13.59	No	No	Yes	24/25	11.36 / 19.32
Max Drawdown	-25.50	-21.80	No	No	Yes	24/25	-34.70 / -16.27
VaR 1 Y	-12.60	-13.44	Yes	No	No	9/25	-18.65 / -9.98
Average Drawdown	-7.32	-7.37	Yes	No	No	14/25	-11.59 / -5.27
Sharpe Ratio	0.45	0.37	Yes	No	No	8/25	0.02 / 1.21
Sterling Ratio	0.43	0.43	Yes	No	No	12/25	0.20 / 0.95
Sortino Ratio	0.20	0.18	Yes	No	No	9/25	0.04 / 0.54

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

March 20, 2023.}
_{Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Dec. 31, 2022} _{KPIs: Key Performance Indicators}

Kotak Equity Hybrid Fund Regular vs Direct Plan Performance

Parameters	Regular Plan	Direct Plan
1M Return %	-2.66%	-2.54%
1M Rolling Return %	0.17%	0.28%
3M Return %	-3.86%	-3.52%
3M Rolling Return %	0.87%	1.23%
6M Return %	-1.89%	-1.20%
6M Rolling Return %	1.55%	2.27%
1Y Return %	3.27%	4.74%
1Y Rolling Return %	16.99%	18.63%
3Y Return %	25.12%	26.86%
3Y Rolling Return %	17.10%	18.70%
5Y Return %	11.29%	12.76%
Standard Deviation	18.25%	18.25%
Semi Deviation	14.84%	14.84%
Max Drawdown	-25.50%	-25.50%
VaR 1 Y	-12.60%	-12.60%
Average Drawdown	-7.32%	-7.32%
Sharpe Ratio	0.45%	0.45%
Sterling Ratio	0.43%	0.43%
Sortino Ratio	0.20%	0.20%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Methodology

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Aggressive Hybrid Fund Category Performance Analysis

Return Chart (Regular Plan)

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Returns (Regular Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Hdfc Hybrid Equity Fund	-0.26	1	-0.32	2	-2.89	5	-3.57	3	0.18	4	6.56	2	24.80	6	9.71	9
Shriram Hybrid Equity Fund	-0.34	2	-0.80	17	-3.34	10	-5.61	19	-4.48	23	-0.62	19	16.14	23	7.41	15
Sbi Equity Hybrid Fund	-0.35	3	-0.45	5	-3.56	15	-6.56	25	-5.54	25	-3.04	25	17.56	20	9.96	8
Indiabulls Equity Hybrid Fund	-0.37	4	-0.46	6	-3.52	14	-5.13	15	-1.64	9	1.99	12	18.49	17
Franklin India Equity Hybrid Fund	-0.40	5	-0.21	1	-2.18	1	-4.71	9	-1.50	7	4.02	7	21.30	12	9.67	10
Idfc Hybrid Equity Fund	-0.41	6	-0.84	20	-4.04	24	-5.04	14	-3.48	18	-0.94	21	22.25	10	8.11	14
Union Hybrid Equity Fund	-0.41	7	-0.66	14	-3.82	18	-6.51	24	-4.36	22	-0.98	22
Tata Hybrid Equity Fund	-0.43	8	-0.82	19	-3.89	22	-5.88	22	-2.17	11	4.90	5	21.79	11	9.06	12
Lic Mf Equity Hybrid Fund	-0.44	9	-0.64	13	-4.27	26	-4.76	10	-3.78	21	-1.93	23	14.10	25	6.90	17
Kotak Equity Hybrid Fund	-0.45	10	-0.59	9	-2.66	3	-3.86	4	-1.89	10	3.27	10	25.12	5	11.29	3
Nippon India Equity Hybrid Fund	-0.46	11	-0.59	10	-3.45	13	-4.83	11	-1.32	6	3.27	9	23.06	7	4.92	20
Idbi Hybrid Equity Fund	-0.47	12	-0.59	8	-3.61	16	-5.95	23	-2.85	14	-2.74	24	16.45	21	5.69	19
Axis Equity Hybrid Fund	-0.49	13	-1.05	25	-5.23	27	-7.28	26	-7.40	26	-6.48	26	16.12	24
Uti Hybrid Equity Fund	-0.50	14	-0.58	7	-3.83	20	-4.06	6	-1.57	8	4.19	6	25.47	4	9.00	13
Pgim India Hybrid Equity Fund	-0.50	15	-0.45	4	-2.84	4	-3.47	2	0.32	3	2.61	11	19.06	15	7.00	16
Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana	-0.52	16	-0.76	15	-3.27	8	-4.85	12	-2.20	12	0.79	15	22.31	9
Icici Prudential Equity & Debt Fund	-0.54	17	-0.97	24	-2.61	2	-2.94	1	1.03	1	5.73	3	30.32	2	13.57	2
Invesco India Equity & Bond Fund	-0.54	18	-0.42	3	-3.03	6	-5.17	17	-3.77	20	-0.35	18	16.24	22
Baroda Bnp Paribas Aggressive Hybrid Fund	-0.54	19	-0.61	11	-4.08	25	-5.63	20	-2.90	15	0.98	14
Mirae Asset Hybrid Equity Fund	-0.55	20	-0.81	18	-3.83	19	-5.69	21	-3.45	17	0.09	16	20.27	13	10.39	6
Edelweiss Aggressive Hybrid Fund	-0.55	21	-0.85	21	-3.40	12	-4.03	5	-0.38	5	3.81	8	22.66	8	11.22	4
Aditya Birla Sun Life Equity Hybrid 95 Fund	-0.59	22	-0.61	12	-3.34	9	-5.26	18	-5.11	24	-6.67	27	19.43	14	6.59	18
Canara Robeco Equity Hybrid Fund	-0.62	23	-0.89	23	-3.87	21	-5.16	16	-3.35	16	0.04	17	19.05	16	10.84	5
Dsp Equity & Bond Fund	-0.64	24	-1.17	26	-3.95	23	-4.66	8	-3.64	19	-0.77	20	17.76	18	9.57	11
Navi Equity Hybrid Fund	-0.64	25	-0.88	22	-3.63	17	-5.00	13	-2.58	13	0.99	13	17.73	19
Quant Absolute Fund	-0.76	26	-0.79	16	-3.35	11	-9.89	27	-9.38	27	4.95	4	37.79	1	17.93	1
Jm Equity Hybrid Fund	-1.15	27	-1.52	27	-3.08	7	-4.61	7	0.87	2	6.98	1	28.45	3	9.99	7

Returns (Direct Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Hdfc Hybrid Equity Fund	-0.26	1	-0.31	2	-2.83	5	-3.41	3	0.51	5	7.26	2	25.60	6	10.48	11
Union Hybrid Equity Fund	-0.32	2	-0.64	14	-3.73	19	-6.21	24	-3.80	23	0.16	22
Shriram Hybrid Equity Fund	-0.33	3	-0.77	17	-3.21	10	-5.25	20	-3.75	22	0.89	19	17.92	22	8.95	15
Sbi Equity Hybrid Fund	-0.35	4	-0.43	5	-3.50	16	-6.41	25	-5.22	25	-2.38	25	18.37	20	10.75	9
Indiabulls Equity Hybrid Fund	-0.36	5	-0.44	6	-3.44	14	-4.92	17	-1.21	9	3.37	12	20.62	15
Franklin India Equity Hybrid Fund	-0.39	6	-0.19	1	-2.09	1	-4.47	10	-1.01	7	5.06	7	22.52	12	10.82	8
Idfc Hybrid Equity Fund	-0.40	7	-0.82	21	-3.93	24	-4.73	14	-2.86	18	0.33	20	23.84	10	9.57	14
Tata Hybrid Equity Fund	-0.42	8	-0.81	20	-3.81	22	-5.66	22	-1.70	13	5.91	6	22.99	11	10.28	12
Lic Mf Equity Hybrid Fund	-0.43	9	-0.62	13	-4.19	26	-4.52	11	-3.27	21	-0.87	23	15.43	25	8.14	17
Kotak Equity Hybrid Fund	-0.44	10	-0.56	7	-2.54	2	-3.52	4	-1.20	8	4.74	9	26.86	4	12.76	4
Nippon India Equity Hybrid Fund	-0.46	11	-0.57	10	-3.38	13	-4.64	13	-0.93	6	4.07	11	24.01	9	5.81	20
Idbi Hybrid Equity Fund	-0.46	12	-0.57	9	-3.57	17	-5.78	23	-2.45	15	-1.95	24	17.42	24	6.88	19
Pgim India Hybrid Equity Fund	-0.48	13	-0.42	4	-2.69	4	-3.08	2	1.16	3	4.31	10	21.02	14	8.70	16
Uti Hybrid Equity Fund	-0.49	14	-0.57	8	-3.78	21	-3.91	6	-1.26	11	4.83	8	26.32	5	9.75	13
Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana	-0.51	15	-0.73	15	-3.11	8	-4.40	8	-1.24	10	2.81	14	24.68	8
Edelweiss Aggressive Hybrid Fund	-0.52	16	-0.79	19	-3.20	9	-3.54	5	0.64	4	5.92	5	24.99	7	13.04	3
Axis Equity Hybrid Fund	-0.53	17	-1.05	25	-5.09	27	-7.02	26	-6.85	26	-5.33	26	17.70	23
Icici Prudential Equity & Debt Fund	-0.53	18	-0.96	24	-2.56	3	-2.80	1	1.32	2	6.32	4	31.01	2	14.30	2
Invesco India Equity & Bond Fund	-0.53	19	-0.39	3	-2.88	6	-4.78	15	-2.96	19	1.30	17	18.14	21
Baroda Bnp Paribas Aggressive Hybrid Fund	-0.53	20	-0.58	11	-3.94	25	-5.25	19	-2.11	14	2.68	15
Mirae Asset Hybrid Equity Fund	-0.54	21	-0.78	18	-3.71	18	-5.36	21	-2.77	16	1.49	16	22.01	13	12.05	6
Aditya Birla Sun Life Equity Hybrid 95 Fund	-0.58	22	-0.60	12	-3.27	12	-5.07	18	-4.73	24	-5.93	27	20.37	17	7.48	18
Canara Robeco Equity Hybrid Fund	-0.61	23	-0.87	23	-3.77	20	-4.89	16	-2.78	17	1.25	18	20.48	16	12.18	5
Navi Equity Hybrid Fund	-0.63	24	-0.85	22	-3.46	15	-4.56	12	-1.65	12	2.91	13	19.95	18
Dsp Equity & Bond Fund	-0.63	25	-1.15	26	-3.86	23	-4.41	9	-3.14	20	0.27	21	18.97	19	10.68	10
Quant Absolute Fund	-0.75	26	-0.76	16	-3.22	11	-9.54	27	-8.65	27	6.71	3	39.07	1	19.07	1
Jm Equity Hybrid Fund	-1.15	27	-1.50	27	-3.00	7	-4.33	7	1.48	1	8.12	1	29.58	3	11.06	7

Rolling Returns (Regular Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Equity Hybrid 95 Fund	-0.16	20	-0.31	21	-1.81	25	18.10	6	12.06	15
Axis Equity Hybrid Fund	-0.20	24	-1.78	27	-2.72	26	15.24	12
Franklin India Equity Hybrid Fund	0.08	10	0.34	17	0.98	10	12.25	19	13.62	13
Shriram Hybrid Equity Fund	-0.21	25	0.18	18	-0.37	19	10.09	23	10.48	19
Canara Robeco Equity Hybrid Fund	-0.11	19	0.05	19	-0.09	14	14.60	14	15.42	4
Dsp Equity & Bond Fund	0.57	4	-0.41	24	-0.79	23	12.14	20	14.99	6
Edelweiss Aggressive Hybrid Fund	0.47	5	1.13	10	2.40	5	18.96	4	15.02	5
Essel Equity Hybrid Fund	0.08	11	0.49	16	0.68	11	14.62	13
Hdfc Hybrid Equity Fund	0.40	6	2.02	3	2.47	4	16.69	10	14.49	7
Icici Prudential Equity & Debt Fund	0.59	3	3.00	1	3.91	2	31.42	2	19.25	2
Idbi Hybrid Equity Fund	-0.36	27	-0.31	22	-0.59	20	14.33	16	11.39	16
Idfc Hybrid Equity Fund	-0.03	16	-0.13	20	-0.28	18	17.76	7	13.88	12
Indiabulls Equity Hybrid Fund	-0.06	17	0.53	14	0.63	12	11.34	21
Invesco India Equity & Bond Fund	-0.17	22	-0.56	26	-0.67	22	10.98	22
Jm Equity Hybrid Fund	0.71	1	1.23	9	2.93	3	14.02	18	13.99	10
Kotak Equity Hybrid Fund	0.17	9	0.87	12	1.55	8	16.99	8	17.10	3
Mahindra Hybrid Equity Nivesh Yojana	-0.18	23	1.29	8	0.49	13	19.55	3
Nippon India Equity Hybrid Fund	0.04	13	1.70	6	1.94	7	16.71	9	7.02	20
Pgim India Hybrid Equity Fund	0.22	8	1.04	11	-0.18	16	9.25	25	10.73	17
Quant Absolute Fund	0.60	2	2.65	2	4.38	1	32.77	1	27.58	1
Sbi Equity Hybrid Fund	-0.29	26	0.51	15	-0.23	17	15.95	11	14.31	9
Tata Hybrid Equity Fund	-0.02	15	1.83	5	2.10	6	14.51	15	12.90	14
Uti Hybrid Equity Fund	0.28	7	1.45	7	1.52	9	18.75	5	13.97	11
Lic Mf Equity Hybrid Fund	-0.02	14	-0.52	25	-1.17	24	9.92	24	10.59	18
Mirae Asset Hybrid Equity Fund	-0.10	18	0.70	13	-0.17	15	14.32	17	14.42	8
Union Hybrid Equity Fund	-0.16	21	-0.41	23	-0.64	21
Baroda Bnp Paribas Aggressive Hybrid Fund	0.07	12	2.00	4

Rolling Returns (Direct Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Equity Hybrid 95 Fund	-0.09	24	-0.12	22	-1.41	25	19.04	7	12.94	15
Axis Equity Hybrid Fund	-0.13	25	-1.55	27	-2.08	26	16.85	11
Franklin India Equity Hybrid Fund	0.16	12	0.59	17	1.48	12	13.38	20	14.81	12
Shriram Hybrid Equity Fund	-0.09	23	0.55	18	0.39	17	11.77	23	12.14	18
Canara Robeco Equity Hybrid Fund	-0.01	20	0.37	19	0.50	16	16.03	14	16.79	5
Dsp Equity & Bond Fund	0.66	3	-0.15	23	-0.28	23	13.29	21	16.16	7
Edelweiss Aggressive Hybrid Fund	0.65	4	1.64	8	3.40	3	21.18	4	16.99	4
Essel Equity Hybrid Fund	0.23	10	0.94	15	1.64	10	16.79	12
Hdfc Hybrid Equity Fund	0.46	6	2.18	4	2.79	5	17.43	10	15.22	9
Icici Prudential Equity & Debt Fund	0.64	5	3.15	1	4.19	2	32.08	2	19.91	2
Idbi Hybrid Equity Fund	-0.28	27	-0.08	21	-0.18	22	15.30	17	12.38	17
Idfc Hybrid Equity Fund	0.07	14	0.18	20	0.36	18	19.23	6	15.38	8
Indiabulls Equity Hybrid Fund	0.01	18	1.04	14	1.41	13	13.56	19
Invesco India Equity & Bond Fund	-0.04	21	-0.16	24	0.13	19	12.81	22
Jm Equity Hybrid Fund	0.81	1	1.53	10	3.35	4	14.92	18	15.04	11
Kotak Equity Hybrid Fund	0.28	9	1.23	12	2.27	8	18.63	8	18.70	3
Mahindra Hybrid Equity Nivesh Yojana	-0.01	19	1.77	7	1.48	11	21.93	3
Nippon India Equity Hybrid Fund	0.11	13	1.89	6	2.34	7	17.61	9	7.85	20
Pgim India Hybrid Equity Fund	0.36	7	1.46	11	0.63	14	11.08	25	12.51	16
Quant Absolute Fund	0.72	2	3.05	2	5.03	1	33.35	1	28.70	1
Sbi Equity Hybrid Fund	-0.24	26	0.68	16	0.10	20	16.78	13	15.10	10
Tata Hybrid Equity Fund	0.05	16	2.08	5	2.59	6	15.60	16	14.06	14
Uti Hybrid Equity Fund	0.34	8	1.60	9	1.82	9	19.50	5	14.76	13
Lic Mf Equity Hybrid Fund	0.07	15	-0.24	26	-0.60	24	11.27	24	11.85	19
Mirae Asset Hybrid Equity Fund	0.02	17	1.06	13	0.52	15	15.96	15	16.20	6
Union Hybrid Equity Fund	-0.08	22	-0.16	25	-0.08	21
Baroda Bnp Paribas Aggressive Hybrid Fund	0.21	11	2.27	3

Category Risk

Fund Name	VaR 1 Y _95%		Max Drawdown		Average Drawdown		Standard Deviation		Semi Deviation
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Kotak Equity Hybrid Fund	-12.60	9	-25.50	24	-7.32	14	18.25	20	14.84	24
Aditya Birla Sun Life Equity Hybrid 95 Fund	-18.65	25	-24.84	23	-9.88	24	18.31	22	14.49	21
Axis Equity Hybrid Fund	-12.83	11	-20.69	10	-9.43	22	17.14	14	13.26	13
Franklin India Equity Hybrid Fund	-13.73	16	-21.58	15	-8.51	20	16.87	11	13.22	11
Shriram Hybrid Equity Fund	-11.09	2	-18.29	3	-5.92	5	15.30	3	11.68	3
Canara Robeco Equity Hybrid Fund	-9.98	1	-16.27	1	-5.59	3	14.87	2	11.48	2
Dsp Equity & Bond Fund	-14.13	17	-20.69	11	-11.59	25	17.61	16	13.76	15
Edelweiss Aggressive Hybrid Fund	-11.64	4	-21.18	13	-6.61	11	16.67	9	13.10	10
Navi Equity Hybrid Fund	-12.52	8	-22.53	18	-7.44	15	16.86	10	13.73	14
Hdfc Hybrid Equity Fund	-11.83	5	-23.13	19	-5.27	1	18.20	19	14.13	17
Icici Prudential Equity & Debt Fund	-17.61	24	-23.48	20	-5.33	2	19.21	23	14.52	23
Idbi Hybrid Equity Fund	-12.24	7	-17.18	2	-8.19	19	14.76	1	11.36	1
Idfc Hybrid Equity Fund	-14.15	18	-23.69	21	-8.09	18	18.02	17	14.52	22
Indiabulls Equity Hybrid Fund	-12.80	10	-20.62	9	-7.63	16	16.95	13	13.23	12
Invesco India Equity & Bond Fund	-12.96	12	-21.08	12	-6.20	8	16.03	5	13.04	8
Jm Equity Hybrid Fund	-13.12	15	-20.58	8	-7.02	13	21.25	24	14.48	20
Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana	-11.96	6	-19.33	4	-6.11	7	16.56	8	12.98	7
Nippon India Equity Hybrid Fund	-14.66	19	-34.70	25	-7.89	17	22.69	25	19.32	25
Pgim India Hybrid Equity Fund	-14.96	22	-22.46	17	-9.86	23	17.23	15	13.79	16
Quant Absolute Fund	-14.66	20	-21.56	14	-5.98	6	18.27	21	14.24	18
Sbi Equity Hybrid Fund	-11.17	3	-19.50	5	-6.37	9	16.04	6	12.51	5
Tata Hybrid Equity Fund	-14.93	21	-21.61	16	-5.67	4	16.88	12	13.08	9
Uti Hybrid Equity Fund	-15.67	23	-24.42	22	-8.98	21	18.19	18	14.38	19
Lic Mf Equity Hybrid Fund	-13.10	14	-19.65	6	-6.53	10	15.57	4	12.07	4
Mirae Asset Hybrid Equity Fund	-13.08	13	-20.51	7	-6.78	12	16.45	7	12.60	6
Baroda Bnp Paribas Aggressive Hybrid Fund

Category Risk Adjusted Return/Fund Ratio

Fund Name	Sharpe Ratio		Sortino Ratio		Sterling ratio		Hurst Index	Jensen’s Alpha		Beta		R²		Treynor Ratio		Modigliani² Measure		Active Return
Fund Name	%	Rank	%	Rank	%	Rank	Hurst Index	%	Rank	Value	Rank	Value	Rank	%	Rank	%	Rank	%	Rank
Kotak Equity Hybrid Fund	0.45	8	0.20	9	0.43	12	0.51
Aditya Birla Sun Life Equity Hybrid 95 Fund	0.23	18	0.12	18	0.32	20	0.50	-5.40	15	1.19	3	0.95	11	0.04	14	9.14	14	-0.03	10
Axis Equity Hybrid Fund	0.19	20	0.11	19	0.33	19	0.48	-5.35	14	1.10	9	0.96	4	0.03	15	8.78	15	-0.06	16
Franklin India Equity Hybrid Fund	0.40	11	0.19	11	0.44	10	0.50	-1.21	9	1.07	14	0.95	13	0.06	9	12.14	9	-0.05	13
Shriram Hybrid Equity Fund	0.19	19	0.11	20	0.35	18	0.47
Canara Robeco Equity Hybrid Fund	0.44	9	0.20	8	0.51	5	0.49	-0.36	6	0.99	18	0.98	2	0.07	8	13.45	7	-0.02	7
Dsp Equity & Bond Fund	0.25	17	0.13	17	0.37	17	0.49	-4.57	13	1.13	6	0.95	12	0.04	13	9.57	13	-0.08	19
Edelweiss Aggressive Hybrid Fund	0.45	7	0.21	7	0.47	7	0.50	-0.64	8	1.09	11	0.96	10	0.07	7	13.01	8	-0.01	5
Navi Equity Hybrid Fund	0.17	21	0.10	22	0.30	21	0.51	-6.40	18	1.16	4	0.96	7	0.03	17	8.63	16	-0.05	15
Hdfc Hybrid Equity Fund	0.47	6	0.22	5	0.48	6	0.49
Icici Prudential Equity & Debt Fund	0.67	2	0.32	3	0.61	3	0.48	4.37	2	1.14	5	0.86	18	0.11	2	15.79	2	0.02	3
Idbi Hybrid Equity Fund	0.30	15	0.15	15	0.42	13	0.49	-2.45	11	0.98	19	0.98	1	0.05	11	11.36	10	-0.03	9
Idfc Hybrid Equity Fund	0.35	13	0.17	13	0.40	15	0.50
Indiabulls Equity Hybrid Fund	0.26	16	0.14	16	0.37	16	0.49	-3.81	12	1.09	12	0.96	5	0.04	12	10.01	12	-0.05	12
Invesco India Equity & Bond Fund	0.14	23	0.08	23	0.29	23	0.50	-5.91	16	1.07	13	0.93	15	0.02	18	8.43	17	-0.07	17
Jm Equity Hybrid Fund	0.63	3	0.34	2	0.68	2	0.52	3.52	3	1.24	2	0.75	20	0.11	3	14.61	4	0.06	2
Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana	0.53	4	0.24	4	0.54	4	0.48	0.69	4	1.09	10	0.97	3	0.08	5	14.32	5	0.00	4
Nippon India Equity Hybrid Fund	0.10	24	0.08	24	0.20	25	0.50	-11.59	20	1.49	1	0.89	17	0.02	19	6.08	20	-0.08	20
Pgim India Hybrid Equity Fund	0.17	22	0.10	21	0.30	22	0.49	-6.02	17	1.12	8	0.92	16	0.03	16	8.42	18	-0.05	14
Quant Absolute Fund	1.21	1	0.54	1	0.95	1	0.48	14.26	1	1.13	7	0.78	19	0.20	1	24.44	1	0.17	1
Sbi Equity Hybrid Fund	0.32	14	0.16	14	0.41	14	0.50	-2.35	10	1.03	16	0.96	9	0.05	10	11.22	11	-0.05	11
Tata Hybrid Equity Fund	0.41	10	0.20	10	0.44	9	0.48	-0.41	7	0.95	20	0.96	8	0.07	6	14.09	6	-0.02	8
Uti Hybrid Equity Fund	0.48	5	0.22	6	0.46	8	0.50	0.04	5	1.05	15	0.96	6	0.08	4	14.85	3	-0.01	6
Lic Mf Equity Hybrid Fund	0.02	25	0.04	25	0.24	24	0.48	-7.02	19	1.00	17	0.94	14	0.00	20	6.72	19	-0.07	18
Mirae Asset Hybrid Equity Fund	0.38	12	0.18	12	0.43	11	0.50
Baroda Bnp Paribas Aggressive Hybrid Fund

Kotak Equity Hybrid Fund Additional Return Analysis

Kotak Equity Hybrid Fund Value of Investment

Plan Type	1 Day	1 Week	1 Month	3 Month	6 Month	1 Year	3 Year	5 Year
Regular Plan _{Value of 1000 Rupee}	995.53	994.14	973.37	961.44	981.05	1032.68	1958.93	1706.88
Direct Plan _{Value of 1000 Rupee}	995.64	994.40	974.60	964.82	988.01	1047.39	2041.49	1822.68

Fund Information

Fund Launch Date: 29/Nov/1999
Fund Category: Aggressive Hybrid Fund
Investment Objective: Investment objective of the scheme is to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized.
Fund Description: An open-ended hybrid scheme investing predominantly in equity and equity related instruments
Fund Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

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What is Mutual Fund

An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities.
It is managed by a professional investment company.
It offers diversification, professional management, and liquidity.

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SEBI Classification of Mutual fund

A mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager.

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Table of Contents

Kotak Equity Hybrid Fund

Fund Nav

Fund Performance Analysis

Kotak Equity Hybrid Fund Analysis

Performance Summary of Fund

Bmsmoney Aggressive Hybrid Fund Category Rank: 10

Positive Aspects of Fund

Negative Aspects of Fund

Kotak Equity Hybrid Fund Performance Snapshot (Regular Plan)

Kotak Equity Hybrid Fund Performance vs Category Average

Top Performing Peers of Kotak Equity Hybrid Fund

Top Performing Funds in Aggressive Hybrid Fund Category

Kotak Equity Hybrid Fund Performance Snapshot (Direct Plan)

Kotak Equity Hybrid Fund Regular vs Direct Plan Performance

Methodology

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Aggressive Hybrid Fund Category Performance Analysis

Return Chart (Regular Plan)

Returns (Regular Plan)

Returns (Direct Plan)

Rolling Returns (Regular Plan)

Rolling Returns (Direct Plan)

Category Risk

Category Risk Adjusted Return/Fund Ratio

Kotak Equity Hybrid Fund Additional Return Analysis

Kotak Equity Hybrid Fund Value of Investment

Fund Information

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Bmsmoney Highlights

Mutual Funds Generating More Than Saving A/C Return

Mutual Funds Generating More Than Fixed Deposit Return

Mutual Funds Beating Inflation

Top Performing Equity Funds

Top Performing Debt Funds

Top Banking & Financial Services Funds

Top Consumption Funds

Top Focused Funds

Top Performing Overnight Funds

Top Performing Gilt Funds

Top Performing Credit Risk Funds

What is Mutual Fund

SEBI Classification of Mutual fund

Mutual Fund Analysis Methodology