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Kotak Aggressive Hybrid Fund - Growth Return

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Showing Funds Performance since Sep 07, 2020

Kotak Aggressive Hybrid Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹8,670 Cr

Lock In Period

N/A

Expense Ratio

1.79

Exit Load

For redemption / switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil.If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.

Benchmark

Nifty50 Hybrid Composite Debt 65:35 Index

Summary

Kotak Aggressive Hybrid Fund - Growth NAV is ₹63.85 as of 19 Jun, 2026. Kotak Aggressive Hybrid Fund - Growth has delivered 45.34% returns since its launch. The minimum SIP investment amount in Kotak Aggressive Hybrid Fund - Growth is ₹100. The AUM of Kotak Aggressive Hybrid Fund - Growth is ₹8,670 Cr. The expense ratio of the fund is 1.79%, and its benchmark is Nifty50 Hybrid Composite Debt 65:35 Index. The current exit load of the fund is For redemption / switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil.If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.. In the last 1M months, Kotak Aggressive Hybrid Fund - Growth has delivered 1.72% returns.

Kotak Aggressive Hybrid Fund - Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.720.30126.42
6M0.721.99126.42
1Y4.075.18126.42
3Y13.2714.43126.42

Portfolio Analysis

  • Equity: 78.16%
  • Debt: 21.84%
  • Others
As on: 2026-05-31
View allocation % by

1. CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.2.78%
2. SHRIRAM FINANCE LIMITED2.22%
3. BAJAJ FINANCE LTD.2.09%
4. POONAWALLA FINCORP LIMITED0.89%

1. STATE BANK OF INDIA.2.89%
2. BANK OF BARODA1.42%
3. BANK OF MAHARASHTRA1.01%
4. INDIAN BANK0.76%

1. Infosys Ltd.1.79%
2. Mphasis Ltd1.63%
3. Oracle Financial Services Software Ltd1.43%
4. Tech Mahindra Ltd.0.55%
5. Birlasoft LImited0.50%

1. ETERNAL LIMITED3.85%
2. SWIGGY LTD1.01%

1. HDFC BANK LTD.3.26%
2. ICICI BANK LTD.1.51%

1. Fortis Healthcare India Ltd3.43%
2. Apollo Hospitals Enterprise Ltd.0.71%
3. Max Healthcare Institute Ltd.0.51%

1. BHARTI AIRTEL LTD.3.36%

1. Ultratech Cement Ltd.2.38%
2. JK Cement Ltd.0.80%

1. GE VERNOVA T&D INDIA LIMITED3.01%

1. IPCA Laboratories Ltd.1.16%
2. SUN PHARMACEUTICAL INDUSTRIES LTD.0.93%
3. JB Chemicals & Pharmaceuticals Ltd.0.83%

1. Power Finance Corporation Ltd.2.03%
2. REC LTD0.84%

1. Bharat Electronics Ltd.2.01%

1. NUVAMA WEALTH MANAGEMENT LIMITED0.71%
2. Prudent Corporate Advisory Services Ltd.0.71%
3. TATA CAPITAL LTD.0.56%

1. LG ELECTRONICS INDIA LTD.0.95%
2. Havells India Ltd.0.87%
3. Dixon Technologies India Ltd0.02%

1. Tata Power Company Ltd.0.97%
2. NTPC LTD0.79%

1. Apar Industries Ltd.1.72%

1. Solar Industries India Limited1.58%

1. RELIANCE INDUSTRIES LTD.0.82%
2. BHARAT PETROLEUM CORPORATION LTD.0.74%

1. Nippon Life Asset Management Ltd1.26%

1. SRF LTD.1.23%

1. Jindal Steel & Power Ltd1.23%

1. Century Plyboards (India) Ltd.1.22%

1. AVANTI FEEDS LTD1.09%

1. United Spirits Ltd1.03%

1. BSE LTD1.01%

About Fund Kotak Aggressive Hybrid Fund - Growth

Kotak Aggressive Hybrid Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹8,670 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 1.79. Under the expert guidance of Abhishek Bisen ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Abhishek Bisen

Mr. Abhishek holds B.A (Management) and MBA (Finance). He has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
SBI Equity Hybrid Fund Growth484010.97 CR1.31
HSBC Aggressive Hybrid Fund Growth55504.8 CR1.86
Kotak Aggressive Hybrid Fund - Growth48670.03 CR1.79
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03937.15 CR
Fund Name1Y3Y
This FundSBI Equity Hybrid Fund Growth3.764544.8323
This FundHSBC Aggressive Hybrid Fund Growth5.441845.2058
This FundKotak Aggressive Hybrid Fund - Growth4.068745.3357
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

Kotak Aggressive Hybrid Fund - Growth FAQs

Kotak Aggressive Hybrid Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Aggressive Hybrid Fund - Growth is 1.79. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Aggressive Hybrid Fund - Growth’s fund performance is as follows:
  • 1 Month : 1.72%
  • 6 Months : 0.72%
  • 1 Year : 4.07%
  • 3 Years : 13.27%
Returns of Kotak Aggressive Hybrid Fund - Growth are updated daily based on NAV of ₹ 63.85 as on Jun 16,2026. Since inception, the return has been 45.34%.

You can invest in Kotak Aggressive Hybrid Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Aggressive Hybrid Fund - Growth is ₹8,670 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Aggressive Hybrid Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.