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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹8,653 Cr
Lock In Period
N/A
Expense Ratio
1.73
Benchmark
Nifty50 Hybrid Composite Debt 65:35 Index
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.
Summary
Latest details for Kotak Aggressive Hybrid Fund - Growth include a ₹58.854 NAV as of Mar 27,2026 and returns since inception of 48.37%. Minimum investments start at SIP ₹100. The Kotak Aggressive Hybrid Fund - Growth AUM is ₹8,653 Cr, with a lock-in of N/A years, expense ratio of 1.73%, and benchmark Nifty50 Hybrid Composite Debt 65:35 Index. Exit load 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 growth review for 1M Month/Year, the fund recorded -6.37% returns, against a category average of -1.80% and a category best of 126.42%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -6.37 | -1.80 | 126.42 |
| 6M | -4.91 | 1.02 | 126.42 |
| 1Y | 4.41 | 4.71 | 126.42 |
| 3Y | 14.06 | 13.51 | 126.42 |
Portfolio Analysis
- Equity: 78.73%
- Debt: 20.98%
- Others
As on: 2026-02-28
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About Fund
Kotak Aggressive Hybrid Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹8,653 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 1.73. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBaroda BNP Paribas Hybrid Equity Fund Growth | 3 | 373.78 CR | 2.49 |
| This FundSBI Equity Hybrid Fund Growth | 4 | 82317.65 CR | 1.38 |
| This FundKotak Aggressive Hybrid Fund - Growth | 4 | 8653.48 CR | 1.73 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4063.06 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBaroda BNP Paribas Hybrid Equity Fund Growth | 15.3307 | 48.0064 |
| This FundSBI Equity Hybrid Fund Growth | 3.2934 | 48.0233 |
| This FundKotak Aggressive Hybrid Fund - Growth | 4.4145 | 48.3723 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
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 1.73. 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 : -6.37%
- 6 Months : -4.91%
- 1 Year : 4.41%
- 3 Years : 14.06%
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 ₹8,653 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.
Min Inv Amount: ₹500