Kotak Equity Hybrid Fund performance review analysis for December | Stock Market News
Kotak Equity Hybrid Direct Growth performance review analysis for December: Kotak Equity Hybrid Direct Growth, managed by the seasoned fund managers Abhishek Bisen,Atul Bhole, remains a prominent player in the Aggressive Allocation. Kotak Equity Hybrid Fund boasts an impressive AUM of ₹6606.22 crore. Under the guidance of Abhishek Bisen,Atul Bhole, the fund adheres to its objective of 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.
Performance Analysis:
Over the past week, Kotak Equity Hybrid Fund returned -0.01%, showing a positive delta of 1.19%. The one-month performance shows a negative trend, with the fund delivering 3.90%.
The performance over the longer durations is mentioned below:
Below is the list of top holdings in the fund:
Risk Measurement
Understanding the risk associated with the fund is crucial for investors. The Sharpe Ratio, which measures risk-adjusted returns, is a key indicator of how well the fund compensates investors for the risk taken. Over the past year, the fund’s Sharpe Ratio stands at 2.21, while the three-year and five-year ratios are 1.19 and 0.95, respectively. Sharpe ratio values above 1 are considered good, whereas values below 1 are considered bad.
In terms of volatility, the standard deviation over the same periods— 9.12% for one year, 9.18% for three years, and 14.97% for five years. Higher standard deviations indicate greater volatility, while lower ones suggest more stable returns.
In the last month, the fund acquired new positions in the following stocks:
The fund has increased its position in the following stocks:
The fund has reduced its holding in the following stocks:
Disclaimer: This is an AI-generated live story and has not been edited by LiveMint staff.
