Kotak Equity Hybrid Fund has completed 25 years of wealth creation, with a monthly Systematic Investment Plan (SIP) of ₹10,000 since inception now worth ₹2.65 crore.Index Fund CornerSponsoredScheme Name1-Year ReturnInvest NowFund CategoryExpense RatioAxis Nifty 50 Index Fund+32.80%Invest NowEquity: Large Cap0.12%Axis Nifty 100 Index Fund+38.59%Invest NowEquity: Large Cap0.21%Axis Nifty Next 50 Index Fund+71.83%Invest NowEquity: Large Cap0.25%Axis Nifty 500 Index Fund–Invest NowEquity: Flexi Cap0.10%Axis Nifty Midcap 50 Index Fund+46.03%Invest NowEquity: Mid Cap0.28%An initial lump sum investment of ₹1 lakh has grown to ₹31.1 lakh as of November 25, 2024, the fund house said.Managed by Atul Bhole, the fund follows a bottom-up stock-picking strategy.
With an AUM of over ₹60,000 crore across his managed schemes, it has delivered a CAGR of 14.7% since inception.It has consistently outperformed its benchmark over three-, five-, ten-, fifteen-, and twenty-year periods.The net asset value (NAV) of the regular plan stands at ₹33.8930 as of February 4, 2025, while its AUM is ₹6,913 crore as of December 31, 2024, according to Value Research data.
Atul Bhole diversifies investments across market caps and sectors to generate alpha while managing risk. The fund actively manages its debt component, focusing on duration while maintaining high credit quality.As of December 31, 2024, it had allocated 75.07% in equity, 20.94% in debt, 3.6% in cash and cash equivalents, and 0.4% in real estate.Its top debt holdings include Government of India securities maturing in 2037, 2053, 2064, 2030, and 2063, with allocations ranging from 4.31% to 1.75%.The fund has delivered returns of 13.59% over one year, 12.68% over three years, 16.61% over five years, 12.91% over seven years, 11.90% over ten years.The expense ratio stands at 1.76%, which investors should consider while evaluating net returns.While the fund has a strong track record, past performance does not guarantee future results.Hybrid funds balance equity and debt, offering a mix of growth and stability, but market fluctuations can impact returns, and interest rate changes can affect the debt portion.Investors should assess their risk appetite and consult financial advisors before making long-term SIP or lump sum investments.
