NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹60.17
1.48%
NAV as on 23 Nov 24, 12:00 AM
very high risk
aggressive allocation
hybrid (nc)
NAV as on 23 Nov 24, 12:00 AM
very high risk
aggressive allocation
hybrid (nc)
27.45%p.a.
Last 1Y
14.88%p.a.
Last 3Y
18.19%p.a.
Last 5Y
13.10%p.a.
Since Inception
About Kotak Equity Hybrid Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Kotak Equity Hybrid Growth scheme from Kotak Mahindra Asset Management Co Ltd. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Nov 2014, Kotak Equity Hybrid Growth is Aggressive Allocation fund of its category with 6,606.22 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.
- Kotak Equity Hybrid Growth delivered 27.4% annual returns during the last year. It has delivered 13.1% average annual returns since the fund was launched.
- Kotak Equity Hybrid Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in hybrid (nc)
Fund 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.
Top 10 Holdings
7.18% Govt Stock 2037
7.96%
HDFC Bank Ltd
4.39%
Bharti Airtel Ltd
3.61%
Infosys Ltd
3.16%
Oracle Financial Services Software Ltd
2.82%
Power Finance Corp Ltd
2.62%
NTPC Ltd
2.57%
ICICI Bank Ltd
2.52%
Wipro Ltd
2.02%
Fortis Healthcare Ltd
1.97%
Fund Managers
- Abhishek Bisen (Jun 2009 - Present)
- Atul Bhole (Jan 2024 - Present)
Key Information
View Scheme Document
Kotak Equity Hybrid Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Kotak Equity Hybrid Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Kotak Equity Hybrid Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Equity Hybrid Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
Funds
3Y Return
SBI Equity Hybrid Fund Growth
very high risk | hybrid (nc)
10.6%
ICICI Prudential Equity & Debt Fund Growth
very high risk | equity
18.6%
HDFC Hybrid Equity Fund Growth
very high risk | hybrid (nc)
12.7%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved