• Home
  • Mutual Funds
  • Kotak Aggressive Hybrid Fund - Growth

Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹7,812 Cr

Lock In Period

N/A

Expense Ratio

1.74

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 ₹63.265 NAV as of Apr 17,2026 and returns since inception of 50.71%. Minimum investments start at SIP ₹100. The Kotak Aggressive Hybrid Fund - Growth AUM is ₹7,812 Cr, with a lock-in of N/A years, expense ratio of 1.74%, 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 5.39% returns, against a category average of 1.38% and a category best of 126.25%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.391.38126.25
6M-2.611.78126.25
1Y9.486.26126.25
3Y14.6515.41126.25

Portfolio Analysis

  • Equity: 79.71%
  • Debt: 20.29%
  • Others
As on: 2026-03-31
View allocation % by

1. CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.2.72%
2. BAJAJ FINANCE LTD.2.56%
3. SHRIRAM FINANCE LIMITED1.62%

1. Infosys Ltd.1.90%
2. Mphasis Ltd1.63%
3. Oracle Financial Services Software Ltd1.38%
4. Wipro Ltd.0.83%
5. Birlasoft LImited0.58%
6. Tech Mahindra Ltd.0.56%

1. STATE BANK OF INDIA.3.01%
2. BANK OF BARODA1.13%
3. INDIAN BANK0.86%
4. BANK OF MAHARASHTRA0.77%

1. HDFC BANK LTD.3.64%
2. ICICI BANK LTD.1.92%

1. ETERNAL LIMITED3.32%
2. SWIGGY LTD1.13%

1. GE VERNOVA T&D INDIA LIMITED4.28%

1. Fortis Healthcare India Ltd3.26%
2. Max Healthcare Institute Ltd.0.56%

1. BHARTI AIRTEL LTD.3.40%

1. Ultratech Cement Ltd.2.47%
2. JK Cement Ltd.0.87%

1. IPCA Laboratories Ltd.1.35%
2. SUN PHARMACEUTICAL INDUSTRIES LTD.1.01%
3. JB Chemicals & Pharmaceuticals Ltd.0.88%

1. Power Finance Corporation Ltd.1.99%
2. REC LTD0.84%

1. Bharat Electronics Ltd.2.18%

1. Havells India Ltd.1.06%
2. LG ELECTRONICS INDIA LTD.1.00%

1. Prudent Corporate Advisory Services Ltd.0.63%
2. TATA CAPITAL LTD.0.61%
3. NUVAMA WEALTH MANAGEMENT LIMITED0.59%

1. Tata Power Company Ltd.0.97%
2. NTPC LTD0.84%

1. Apar Industries Ltd.1.52%

1. BHARAT PETROLEUM CORPORATION LTD.0.77%
2. RELIANCE INDUSTRIES LTD.0.67%

1. Jindal Steel & Power Ltd1.26%

1. SRF LTD.1.22%

1. Century Plyboards (India) Ltd.1.22%

1. AVANTI FEEDS LTD1.18%

1. Solar Industries India Limited1.16%

1. United Spirits Ltd1.10%

1. Oberoi Realty Limited0.56%
2. MAHINDRA LIFESPACE DEVELOPERS LTD0.54%

1. Mahindra & Mahindra Ltd.1.03%

1. Nippon Life Asset Management Ltd1.02%

About Fund

Kotak Aggressive Hybrid Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹7,812 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 65:35 Index while maintaining an expense ratio of 1.74. 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
This FundIDBI Hybrid Equity Fund Growth0325.68 CR2.52
This FundSBI Equity Hybrid Fund Growth476291.8 CR1.39
This FundKotak Aggressive Hybrid Fund - Growth47811.59 CR1.74
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03700.53 CR
Fund Name1Y3Y
This FundIDBI Hybrid Equity Fund Growth12.059749.8316
This FundSBI Equity Hybrid Fund Growth8.573450.6912
This FundKotak Aggressive Hybrid Fund - Growth9.475250.7066
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

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 1.74. 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 : 5.39%
  • 6 Months : -2.61%
  • 1 Year : 9.48%
  • 3 Years : 14.65%
Returns of Kotak Aggressive Hybrid Fund - Growth are updated daily based on NAV of ₹ 63.265 as on Apr 17,2026. Since inception, the return has been 50.71%.

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 ₹7,812 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