Kotak Equity Hybrid Fund

Review Date: 04-12-2025

Beginning of Analysis

In the Aggressive Hybrid Fund category, Kotak Equity Hybrid Fund is the 7th ranked fund. The category has total 28 funds. The 4 star rating shows a very good past performance of the Kotak Equity Hybrid Fund in Aggressive Hybrid Fund. The fund has a Jensen Alpha of 1.99% which is higher than the category average of 1.16%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.88 which is higher than the category average of 0.82.
The past performance of the 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. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Aggressive Hybrid Mutual Funds

Kotak Equity Hybrid Fund Return Analysis

• The fund has given a return of -1.45%, 1.76 and 4.15 in last one, three and six months respectively. In the same period the category average return was 0.22%, 3.21% and 4.21% respectively.
• Kotak Equity Hybrid Fund has given a return of 2.23% in last one year. In the same period the Aggressive Hybrid Fund category average return was 4.54%.
• The fund has given a return of 15.56% in last three years and ranked 10.0th out of 27 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 14.93%.
• The fund has given a return of 17.62% in last five years and ranked 8th out of 24 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 16.65%.
• The fund has given a return of 14.9% in last ten years and ranked 3rd out of 17 funds in the category. In the same period the category average return was 13.46%.
• The fund has given a SIP return of 9.77% in last one year whereas category average SIP return is 10.96%. The fund one year return rank in the category is 21st in 27 funds
• The fund has SIP return of 14.53% in last three years and ranks 10th in 27 funds. Icici Prudential Equity & Debt Fund has given the highest SIP return (18.28%) in the category in last three years.
• The fund has SIP return of 14.34% in last five years whereas category average SIP return is 13.81%.

Kotak Equity Hybrid Fund Risk Analysis

• The fund has a standard deviation of 10.31 and semi deviation of 7.92. The category average standard deviation is 9.89 and semi deviation is 7.28.
• The fund has a Value at Risk (VaR) of -14.21 and a maximum drawdown of -14.64. The category average VaR is -11.99 and the maximum drawdown is -12.77. The fund has a beta of 1.1 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.

Very Good Performance in Aggressive Hybrid Fund Category

Good Performance in Aggressive Hybrid Fund Category

Poor Performance in Aggressive Hybrid Fund Category

Very Poor Performance in Aggressive Hybrid Fund Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization