Kotak Aggressive Hybrid Fund - Growth Return
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- 6M
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- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Kotak Aggressive Hybrid Fund - Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹9,040 Cr
N/A
1.89
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.
Nifty50 Hybrid Composite Debt 65:35 Index
Kotak Aggressive Hybrid Fund - Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.46 | -1.59 | 126.25 |
| 6M | -4.15 | 0.84 | 126.25 |
| 1Y | -4.78 | 2.59 | 126.25 |
| 3Y | 9.72 | 12.17 | 126.25 |
Portfolio Analysis
- Equity: 74.39%
- Debt: 25.61%
- Others
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 ₹9,040 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 1.89. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| JM Aggressive Hybrid Fund Growth | 3 | 653 CR | 2.69 |
| Navi Aggressive Hybrid Fund Growth | 0 | 115 CR | 2.6 |
| Kotak Aggressive Hybrid Fund - Growth | 4 | 9,040 CR | 1.89 |
| Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 3,856 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundJM Aggressive Hybrid Fund Growth | -6.9943 | 29.0887 |
| This FundNavi Aggressive Hybrid Fund Growth | 3.2454 | 31.9743 |
| This FundKotak Aggressive Hybrid Fund - Growth | -4.7847 | 32.0826 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
Kotak Aggressive Hybrid Fund - Growth FAQs
- 1 Month : -5.46%
- 6 Months : -4.15%
- 1 Year : -4.78%
- 3 Years : 9.72%
