Kotak Aggressive Hybrid Fund
Aggressive HybridVery HighOPEN-ENDED
- NAV as on 25 Sep 2026
- ₹64.05-0.21%1 day
- Return since launch
- 11.4%
- 52-week range
- ₹57.49 — ₹66.42
- AUM
- ₹9,335 Cr
Kotak Aggressive Hybrid Fund is a Aggressive Hybrid hybrid fund from Kotak Mahindra Mutual Fund with ₹9,335 Cr under management, launched in 2014. Over three years it has returned 6.4% a year, against 10.1% for its category. The expense ratio is 1.87% and the SEBI riskometer reading is Very High.
Performance
Kotak Aggressive Hybrid Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +3.1% against +1.2% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 2.3% | +0.4 pts | 1.9% | 0.1% |
| 2Y | 3.9% | +1.4 pts | 2.5% | 1.7% |
| 3Y | 6.4% | −3.7 pts | 10.1% | 4.1% |
| 5Y | 10.2% | +1.3 pts | 8.8% | 8.0% |
| 7Y | 12.8% | +1.2 pts | 11.6% | 10.1% |
| 10Y | 12.7% | +1.8 pts | 10.9% | 10.0% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -3.3% | −0.5 pts | -2.8% | -2.7% |
| 3M | -0.3% | −0.1 pts | -0.1% | -0.2% |
| 6M | 8.8% | +0.8 pts | 8.1% | 7.3% |
| 1Y | 3.1% | +1.3 pts | 1.9% | 1.1% |
| 2Y | 0.7% | +1.0 pts | -0.3% | -0.9% |
| 3Y | 11.3% | +1.2 pts | 10.1% | 9.1% |
| 5Y | 10.3% | +1.5 pts | 8.8% | 7.8% |
| 7Y | 14.1% | +1.4 pts | 12.8% | 10.9% |
| 10Y | 11.8% | +0.9 pts | 10.9% | 9.5% |
Since launch (1 Nov 2014): 11.4%
Calendar-year returns
Category average15.4%
28.9%
5.0%
20.1%
21.5%
4.1%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 4.1% | −2.7 pts | 6.8% |
| 2024 | 21.5% | +3.1 pts | 18.4% |
| 2023 | 20.1% | −2.9 pts | 23.0% |
| 2022 | 5.0% | +1.4 pts | 3.7% |
| 2021 | 28.9% | +1.0 pts | 27.9% |
| 2020 | 15.4% | −0.5 pts | 15.9% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.90%
Expense ratio as on 22 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.51%
- Brokerage
- 0.03%
- Transaction charges
- 0.00%
- Statutory levies
- 0.36%
- Exit load
- Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY 50 Hybrid Composite Debt 65:35
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | — | — | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 1.26 | 1.11 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.55 | 0.68 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.65 | 0.90 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 12.89 | 12.92 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Kotak Aggressive Hybrid Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity75.4%
- Debt14.7%
- Other9.9%
Market cap split
- Large54.1%
- Mid34.7%
- Small11.1%
- P/E
- 24.40
- P/B
- 3.77
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 9.91% | ₹925 Cr | +3.42% | +0.10% | -2.40% |
| ICICI Bank Ltd. | Financial | 3.33% | ₹311 Cr | +1.51% | +1.98% | +1.41% |
| Eternal Ltd. | Services | 3.23% | ₹301 Cr | +3.85% | +2.66% | +3.73% |
| Fortis Healthcare Ltd. | Healthcare | 3.11% | ₹290 Cr | +3.43% | +3.49% | +3.47% |
| Bharti Airtel Ltd. | Communication | 3.09% | ₹288 Cr | +3.36% | +3.24% | +1.80% |
| State Bank of India | Financial | 3.07% | ₹286 Cr | +2.89% | +3.33% | +2.15% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 2.78% | ₹259 Cr | +2.78% | +3.14% | +1.99% |
| Shriram Finance Ltd | Financial | 2.78% | ₹259 Cr | +2.22% | +1.56% | +0.78% |
| HDFC Bank Ltd. | Financial | 2.68% | ₹250 Cr | +6.52% | +7.98% | +8.34% |
| Bharat Electronics Ltd. | Capital Goods | 2.11% | ₹197 Cr | +2.01% | +2.19% | +2.00% |
| Indian Bank | Financial | 2.03% | ₹189 Cr | +1.52% | +1.82% | +1.16% |
| Bajaj Finance Ltd. | Financial | 1.97% | ₹184 Cr | +2.09% | +2.87% | +2.63% |
| GOI | Sovereign | 1.94% | ₹181 Cr | +2.08% | +2.75% | +0.02% |
| Power Finance Corporation Ltd. | Financial | 1.81% | ₹169 Cr | +8.12% | +7.84% | +7.92% |
| GE Vernova T&D India Ltd | Capital Goods | 1.78% | ₹166 Cr | +3.01% | +4.08% | +2.54% |
| Infosys Ltd. | Technology | 1.62% | ₹151 Cr | +1.79% | +1.78% | +2.41% |
| Mphasis Ltd. | Technology | 1.62% | ₹151 Cr | +1.63% | +1.65% | +1.31% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 1.54% | ₹143 Cr | +0.71% | — | — |
| Solar Industries India Ltd. | Chemicals | 1.47% | ₹138 Cr | +1.58% | +1.17% | +1.32% |
| company:20769 | Healthcare | 1.40% | ₹130 Cr | — | — | — |
| Ipca Laboratories Ltd. | Healthcare | 1.39% | ₹130 Cr | +1.16% | +1.16% | +1.16% |
| Rossell Techsys Ltd. | Capital Goods | 1.39% | ₹130 Cr | — | — | — |
| Small Industries Devp. Bank of India Ltd. | Financial | 1.33% | ₹125 Cr | +0.58% | +0.60% | +0.64% |
| Oracle Financial Services Software Ltd. | Technology | 1.29% | ₹121 Cr | +1.43% | +1.28% | +1.69% |
| company:20319 | Financial | 1.25% | ₹117 Cr | — | — | — |
| Nippon Life India Asset Management Ltd. | Financial | 1.25% | ₹116 Cr | +1.26% | +0.96% | — |
| Vishal Mega Mart Ltd. | Services | 1.16% | ₹108 Cr | +0.84% | +0.56% | +0.78% |
| Apar Industries Ltd. | Consumer Staples | 1.16% | ₹108 Cr | +1.72% | +1.55% | +0.94% |
| Jindal Steel Ltd. | Metals & Mining | 1.15% | ₹107 Cr | +1.23% | +1.27% | +1.06% |
| Bank of Maharashtra | Financial | 1.14% | ₹107 Cr | +1.01% | +0.74% | — |
| United Spirits Ltd. | Consumer Staples | 1.12% | ₹105 Cr | +1.03% | +1.12% | +1.17% |
| Century Plyboards (India) Ltd. | Materials | 1.11% | ₹103 Cr | +1.22% | +1.16% | +1.29% |
| SRF Ltd. | Chemicals | 1.08% | ₹100 Cr | +1.23% | +1.16% | +1.42% |
| Bank Of Baroda | Financial | 1.05% | ₹98.35 Cr | +1.42% | +1.33% | — |
| Swiggy Ltd. | Services | 1.03% | ₹95.94 Cr | +1.01% | +1.08% | +0.92% |
| Poonawalla Fincorp Ltd. | Financial | 1.01% | ₹93.82 Cr | +0.89% | — | — |
| LG Electronics India Ltd. | Consumer Discretionary | 0.99% | ₹92.11 Cr | +0.95% | +1.00% | — |
| Dixon Technologies (India) Ltd. | Capital Goods | 0.98% | ₹91.20 Cr | +0.02% | — | — |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 0.96% | ₹89.32 Cr | +0.93% | +0.90% | +1.12% |
| UNO Minda Ltd. | Automobile | 0.94% | ₹87.99 Cr | +0.88% | +0.95% | +1.22% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 0.92% | ₹85.68 Cr | — | — | — |
| Prudent Corporate Advisory Services Ltd. | Financial | 0.89% | ₹82.67 Cr | +0.71% | +0.61% | +0.80% |
| REC Ltd. | Financial | 0.85% | ₹79.65 Cr | +1.68% | +1.74% | +1.92% |
| Techno Electric & Engineering Company Ltd. | Capital Goods | 0.84% | ₹78.20 Cr | +0.99% | +1.08% | +1.53% |
| Polycab India Ltd. | Capital Goods | 0.80% | ₹74.48 Cr | +0.86% | +0.78% | +1.05% |
| Bharat Petroleum Corporation Ltd. | Energy | 0.75% | ₹69.72 Cr | +0.74% | +0.82% | +1.29% |
| Reliance Industries Ltd. | Energy | 0.74% | ₹68.89 Cr | +0.82% | +0.47% | +0.50% |
| Nuvama Wealth Management Ltd. | Financial | 0.73% | ₹68.45 Cr | +0.71% | +0.57% | +0.64% |
| JK Cement Ltd. | Materials | 0.73% | ₹68.43 Cr | +0.80% | +0.87% | +1.18% |
| Havells India Ltd. | Capital Goods | 0.72% | ₹66.85 Cr | +0.87% | +1.12% | +1.35% |
| Avanti Feeds Ltd. | Consumer Staples | 0.69% | ₹64.53 Cr | +1.09% | +1.09% | — |
| Schaeffler India Ltd. | Capital Goods | 0.69% | ₹64.47 Cr | +0.76% | +0.71% | +0.67% |
| PI Industries Ltd. | Chemicals | 0.67% | ₹62.85 Cr | +0.85% | +0.96% | +1.01% |
| Deepak Nitrite Ltd. | Chemicals | 0.67% | ₹62.37 Cr | +0.69% | +0.63% | +0.79% |
| Tata Capital Ltd. | Financial | 0.62% | ₹57.89 Cr | +0.56% | +0.61% | — |
| Oberoi Realty Ltd. | Construction | 0.61% | ₹57.33 Cr | +0.60% | +0.41% | +0.48% |
| Tech Mahindra Ltd. | Technology | 0.56% | ₹51.90 Cr | +0.55% | +0.50% | +0.60% |
| 360 ONE Wealth Ltd. | Financial | 0.54% | ₹50.01 Cr | +0.58% | — | — |
| Bahadur Chand Investments Pvt. Ltd. | Financial | 0.53% | ₹49.04 Cr | +0.55% | — | — |
| Max Healthcare Institute Ltd. | Healthcare | 0.51% | ₹47.55 Cr | +0.51% | +0.58% | +0.67% |
| MRF Ltd. | Automobile | 0.48% | ₹44.56 Cr | +0.47% | +0.54% | — |
| Birlasoft Ltd. | Technology | 0.43% | ₹39.80 Cr | +0.50% | +0.62% | +0.64% |
| BSE Ltd. | Services | 0.39% | ₹36.01 Cr | +1.01% | +0.78% | — |
| Axis Bank Ltd. | Financial | 0.26% | ₹24.63 Cr | +0.56% | — | — |
| V.S.T. Tillers Tractors Ltd. | Automobile | 0.25% | ₹23.54 Cr | +0.29% | +0.36% | +0.36% |
| Telangana State Industrial Infrastructure Corporation Ltd. | Others | 0.19% | ₹17.68 Cr | +0.20% | +0.20% | +0.21% |
| Tata Capital Housing Finance Ltd. | Financial | 0.16% | ₹15.01 Cr | +0.17% | — | — |
| Canara Bank | Financial | 0.16% | ₹14.97 Cr | +0.17% | — | — |
| Sundaram Finance Ltd. | Financial | 0.16% | ₹14.52 Cr | +0.16% | — | — |
| Andhra Pradesh State Beverages Corporation Ltd. | Consumer Staples | 0.12% | ₹11.33 Cr | +0.07% | +0.07% | — |
| Karnataka State | Others | 0.11% | ₹9.94 Cr | +0.74% | +0.12% | +0.13% |
| Muthoot Finance Ltd. | Financial | 0.11% | ₹9.94 Cr | +0.29% | — | — |
| company:6306 | Financial | 0.11% | ₹9.88 Cr | — | — | — |
| Aditya Birla Finance Ltd. | Financial | 0.07% | ₹6.79 Cr | +0.08% | +0.08% | +0.09% |
| Tamilnadu State | Others | 0.05% | ₹5.11 Cr | +0.06% | +0.06% | +0.03% |
| Kerala State | Others | 0.05% | ₹5.09 Cr | +0.06% | +0.06% | +0.07% |
| Haryana State | Others | 0.05% | ₹5.08 Cr | +0.06% | +0.06% | +0.07% |
| Punjab State | Others | 0.05% | ₹5.07 Cr | +0.06% | +0.06% | +0.07% |
| Gujarat State | Construction | 0.02% | ₹2.03 Cr | +0.02% | +0.02% | +0.03% |
| Rajasthan State | Others | 0.02% | ₹1.53 Cr | 0.00% | 0.00% | 0.00% |
| Andhra Pradesh State | Financial | 0.00% | ₹0.29 Cr | 0.00% | 0.00% | 0.00% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Ultratech Cement Ltd. | 2.32% | 0.00% | -2.32% |
| company:20769 | 0.00% | 1.40% | +1.40% |
| company:20319 | 0.00% | 1.25% | +1.25% |
| Eternal Ltd. | 4.38% | 3.23% | -1.15% |
| HDFC Bank Ltd. | 3.41% | 2.42% | -0.99% |
| Others | 0.60% | 1.56% | +0.96% |
| Dixon Technologies (India) Ltd. | 0.02% | 0.98% | +0.96% |
| Tata Power Company Ltd. | 0.83% | 0.00% | -0.83% |
| Karnataka State | 0.71% | 0.11% | -0.60% |
| Bajaj Finance Ltd. | 2.47% | 1.97% | -0.50% |
| Power Finance Corporation Ltd. | 1.89% | 1.48% | -0.41% |
| Cholamandalam Investment and Finance Company Ltd. | 3.15% | 2.78% | -0.37% |
| Uttar Pradesh State | 0.33% | 0.00% | -0.33% |
| Bharti Airtel Ltd. | 3.41% | 3.09% | -0.32% |
| Apar Industries Ltd. | 1.42% | 1.16% | -0.26% |
| Apollo Hospitals Enterprise Ltd. | 1.33% | 1.54% | +0.21% |
| Fortis Healthcare Ltd. | 3.29% | 3.11% | -0.18% |
| Rossell Techsys Ltd. | 1.21% | 1.39% | +0.18% |
| Ipca Laboratories Ltd. | 1.25% | 1.39% | +0.14% |
| Shriram Finance Ltd | 2.65% | 2.78% | +0.13% |
| REC Ltd. | 0.87% | 0.75% | -0.12% |
| Oracle Financial Services Software Ltd. | 1.17% | 1.29% | +0.12% |
| PI Industries Ltd. | 0.79% | 0.67% | -0.12% |
| Bharat Electronics Ltd. | 2.00% | 2.11% | +0.11% |
| National Bank For Agriculture & Rural Development | 0.11% | 0.00% | -0.11% |
| LG Electronics India Ltd. | 0.88% | 0.99% | +0.11% |
| company:6306 | 0.00% | 0.11% | +0.11% |
| Indian Bank | 1.72% | 1.82% | +0.10% |
| Solar Industries India Ltd. | 1.37% | 1.47% | +0.10% |
| Prudent Corporate Advisory Services Ltd. | 0.80% | 0.89% | +0.09% |
| Jindal Steel Ltd. | 1.07% | 1.15% | +0.08% |
| Century Plyboards (India) Ltd. | 1.18% | 1.11% | -0.07% |
| Avanti Feeds Ltd. | 0.76% | 0.69% | -0.07% |
| UNO Minda Ltd. | 0.88% | 0.94% | +0.06% |
| JK Cement Ltd. | 0.79% | 0.73% | -0.06% |
| State Bank of India | 3.01% | 3.07% | +0.06% |
| Andhra Pradesh State Beverages Corporation Ltd. | 0.07% | 0.12% | +0.05% |
| GOI | 1.98% | 1.94% | -0.04% |
| BSE Ltd. | 0.43% | 0.39% | -0.04% |
| SRF Ltd. | 1.12% | 1.08% | -0.04% |
| Mphasis Ltd. | 1.58% | 1.62% | +0.04% |
| United Spirits Ltd. | 1.16% | 1.12% | -0.04% |
| Reliance Industries Ltd. | 0.77% | 0.74% | -0.03% |
| Max Healthcare Institute Ltd. | 0.54% | 0.51% | -0.03% |
| Deepak Nitrite Ltd. | 0.64% | 0.67% | +0.03% |
| Nuvama Wealth Management Ltd. | 0.76% | 0.73% | -0.03% |
| Vishal Mega Mart Ltd. | 1.13% | 1.16% | +0.03% |
| GE Vernova T&D India Ltd | 1.75% | 1.78% | +0.03% |
| Havells India Ltd. | 0.74% | 0.72% | -0.02% |
| Birlasoft Ltd. | 0.45% | 0.43% | -0.02% |
| Bank of Maharashtra | 1.12% | 1.14% | +0.02% |
| Swiggy Ltd. | 1.05% | 1.03% | -0.02% |
| Torrent Pharmaceuticals Ltd. | 0.94% | 0.92% | -0.02% |
| Schaeffler India Ltd. | 0.71% | 0.69% | -0.02% |
| Infosys Ltd. | 1.64% | 1.62% | -0.02% |
| Polycab India Ltd. | 0.78% | 0.80% | +0.02% |
| Poonawalla Fincorp Ltd. | 1.02% | 1.01% | -0.01% |
| Tech Mahindra Ltd. | 0.57% | 0.56% | -0.01% |
| Sun Pharmaceutical Industries Ltd. | 0.97% | 0.96% | -0.01% |
| Techno Electric & Engineering Company Ltd. | 0.85% | 0.84% | -0.01% |
| V.S.T. Tillers Tractors Ltd. | 0.26% | 0.25% | -0.01% |
| Bank Of Baroda | 1.06% | 1.05% | -0.01% |
| Rajasthan State | 0.01% | 0.02% | +0.01% |
| Small Industries Devp. Bank of India Ltd. | 0.28% | 0.27% | -0.01% |
| Axis Bank Ltd. | 0.27% | 0.26% | -0.01% |
| Punjab State | 0.06% | 0.05% | -0.01% |
| Haryana State | 0.06% | 0.05% | -0.01% |
| ICICI Bank Ltd. | 3.34% | 3.33% | -0.01% |
| Kerala State | 0.06% | 0.05% | -0.01% |
| Tamilnadu State | 0.06% | 0.05% | -0.01% |
| Bahadur Chand Investments Pvt. Ltd. | 0.53% | 0.53% | 0.00% |
| Sundaram Finance Ltd. | 0.16% | 0.16% | 0.00% |
| 360 ONE Wealth Ltd. | 0.54% | 0.54% | 0.00% |
| Oberoi Realty Ltd. | 0.61% | 0.61% | 0.00% |
| Nippon Life India Asset Management Ltd. | 1.25% | 1.25% | 0.00% |
| Muthoot Finance Ltd. | 0.11% | 0.11% | 0.00% |
| Bharat Petroleum Corporation Ltd. | 0.75% | 0.75% | 0.00% |
| Aditya Birla Finance Ltd. | 0.07% | 0.07% | 0.00% |
| MRF Ltd. | 0.48% | 0.48% | 0.00% |
| Gujarat State | 0.02% | 0.02% | 0.00% |
| Tata Capital Housing Finance Ltd. | 0.16% | 0.16% | 0.00% |
| Telangana State Industrial Infrastructure Corporation Ltd. | 0.19% | 0.19% | 0.00% |
| Canara Bank | 0.16% | 0.16% | 0.00% |
| Tata Capital Ltd. | 0.62% | 0.62% | 0.00% |
| Andhra Pradesh State | 0.00% | 0.00% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹14,483 Cr | 1.91% | 5.9% | 8.1% | 12.2% |
 ICICI Prudential Aggressive Hybrid Fund | ₹52,454 Cr | 1.60% | -1.8% | 5.8% | 11.7% |
| ICICI Prudential Aggressive Hybrid Active FoF | ₹9,431 Cr | 1.50% | -1.3% | 5.5% | 11.1% |
 HSBC Aggressive Hybrid Fund | ₹5,870 Cr | 1.96% | 8.9% | 8.5% | 11.3% |
 Bandhan Aggressive Hybrid Fund | ₹2,610 Cr | 2.25% | 5.5% | 9.0% | 11.4% |
 Bank of India Aggressive Hybrid Fund | ₹2,051 Cr | 2.25% | 18.3% | 11.6% | 15.4% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The Scheme seeks to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments.
Fund managers
- Abhishek BisenMr. Bisen is a BA and MBA in Finance.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.
- Atul BholeMr. Bhole is a B.Com (H), Chartered Accountant and MMS.Prior to joining Kotak Mahindra Mutual Fund he has worked with DSP Mutual Fund Tata Mutual Fund, JP Morgan Services Pvt. Ltd. and SBI Treasury.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months8.83% absolute | ₹60,000 | ₹65,298 | 8.83% | |
| 1 year3.15% annualised | ₹1,20,000 | ₹1,22,067 | 1.72% | |
| 3 years11.27% annualised | ₹3,60,000 | ₹4,29,985 | 19.44% | |
| 5 years10.33% annualised | ₹6,00,000 | ₹7,87,886 | 31.31% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of Kotak Aggressive Hybrid Fund?
The NAV of Kotak Aggressive Hybrid Fund is ₹64.05 as on 25 Sep 2026.
What is the expense ratio of Kotak Aggressive Hybrid Fund?
The expense ratio of Kotak Aggressive Hybrid Fund is 1.87% per year.
What is the minimum SIP amount for Kotak Aggressive Hybrid Fund?
You can start a SIP in Kotak Aggressive Hybrid Fund with ₹3,000 a month.
What returns has Kotak Aggressive Hybrid Fund given?
Kotak Aggressive Hybrid Fund has returned 2.3% over 1 year, 6.4% over 3 years and 10.2% over 5 years (annualised).
Is there a lock-in or exit load on Kotak Aggressive Hybrid Fund?
Lock-in: None. Exit load: Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days.
How risky is Kotak Aggressive Hybrid Fund?
Kotak Aggressive Hybrid Fund is rated Very High on the SEBI riskometer and belongs to the Aggressive Hybrid category.
Which fund house manages Kotak Aggressive Hybrid Fund?
Kotak Aggressive Hybrid Fund is managed by Kotak Mahindra Mutual Fund, which runs 94 schemes with ₹6,09,561 Cr under management.