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Kotak Mahindra AMC · Equity Hedged

Kotak Hedged Equity SIF

Long-short equity strategy using single stock futures and index hedges to deliver equity-like returns with substantially lower drawdowns.

NAV
118.92
0.21% today
1Y Return
+16.40%
3Y CAGR
+14.10%
Volatility
8.2%
Max DD
-7.80%
Sharpe
1.68
AUM
₹2,180Cr
Live NAV proxied via Kotak Equity Savings Fund - Direct - Growth (AMFI · mfapi.in). SIFs are a new SEBI category and do not yet appear in the public AMFI feed.

NAV Performance

Since inception

Jan 2022Today · ₹118.92

Monthly Return Heatmap

Calendar consistency view

JanFebMarAprMayJunJulAugSepOctNovDec
2022+4.4-4.7-4.5-2.1-3.6+6.1+0.1-3.8+6.2-4.6-3.4+2.9
2023+4.9-0.3+0.4+3.9-5.1+4.3+0.0-0.2-0.1+3.0+1.7+1.7
2024+2.6+0.1-1.6-1.7+5.3+4.7+2.5+6.1-4.1-0.6+1.4+5.3
2025+0.2+5.4+0.5+2.2+4.9-4.8-0.5+1.8+4.2+3.9+4.2+6.0
2026+1.6-3.4-4.5+2.7+2.8+4.4-2.3-0.1+2.1+1.6+4.5+2.6

Market Environment Fit

Expected behavior across regimes

Bull Market
Moderate
Sideways Market
Strong
Bear Market
Strong

Portfolio Composition

Top exposures

Financials24%
IT18%
Hedge32%
Consumer14%
Cash12%