Future Value: ₹6,34,236 at 11% for 7 years. Wealth gained: ₹2,14,236.
| Year | Invested | Returns | Total Value |
|---|
A monthly SIP of ₹5,000 in Kotak MF Hybrid funds at 11% for 7 years grows to ₹6,34,236. Total amount invested: ₹4,20,000, wealth gained: ₹2,14,236. Popular schemes: Kotak Balanced Advantage Fund, Kotak Equity Hybrid Fund.
At 11% expected return for 7 years, ₹5,000/month SIP in Kotak MF Hybrid funds grows to approximately ₹6,34,236. Total invested: ₹4,20,000, Wealth gained: ₹2,14,236.
Kotak MF Hybrid funds offer expected returns of 9 - 14% p.a. with moderate risk. Popular schemes include Kotak Balanced Advantage Fund, Kotak Equity Hybrid Fund. Compare with other fund houses on this page.
Kotak MF Hybrid funds have an expense ratio of 0.65 - 1.40%. Lower expense ratios mean more of your returns stay with you. Exit load: 1% if redeemed within 1 year.
Yes, most Kotak MF fund schemes allow you to increase (top-up) your SIP amount. You can also start an additional SIP in the same or different scheme. Consider step-up SIP for automatic annual increases.
For hybrid funds, 5-7 years is ideal to benefit from both equity growth and debt stability.