Kotak Equity Hybrid Fund

Review Date: 25-03-2025

Beginning of Analysis

Kotak Equity Hybrid Fund is the 11th ranked fund in the Aggressive Hybrid Fund category. The category has total 27 funds. The 4 star rating shows a very good past performance of the Kotak Equity Hybrid Fund in Aggressive Hybrid Fund category. The fund has a Jensen Alpha of 1.59% which is higher than the category average of 1.26%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.45 which is higher than the category average of 0.43.
The past performance of the Kotak Equity Hybrid Fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds.

Kotak Equity Hybrid Fund Return Analysis

The fund has given a return of 3.78%, -5.79 and -8.44 in last one, three and six months respectively. In the same period the category average return was 4.02%, -3.18% and -7.43% respectively. The fund has given a return of 12.89% in last one year, 15.17% in last three years, 26.7% in last five years and 13.47% in last ten years. In the same period the category average return was 10.74%, 14.53%, 24.31% and 12.25% respectively. The fund has Very Good performance in last ten years in Aggressive Hybrid Fund.

The fund has given a SIP return of -0.48% in last one year. In the same period the category average SIP return was 0.83%. The fund has SIP return of 15.33% in last three years whereas category average SIP return is 15.28%. The category average SIP return is 16.78% and the fund has given a SIP return of 17.68% in last five years.

Kotak Equity Hybrid Fund Risk Analysis

The fund has a standard deviation of 10.86 and semi deviation of 8.16. The category average standard deviation is 10.84 and semi deviation is 7.8. The fund has a Value at Risk (VaR) of -14.21 and a maximum drawdown of -14.64. The category average VaR is -13.74 and the maximum drawdown is -12.79. The fund has a beta of 1.09 which shows that fund is more volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.