Kotak Aggressive Hybrid Fund
Aggressive HybridVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹65.38+0.38%1 day
- Return since launch
- 11.5%
- 52-week range
- ₹57.49 — ₹66.42
- AUM
- ₹9,040 Cr
Kotak Aggressive Hybrid Fund is a Aggressive Hybrid hybrid fund from Kotak Mahindra Mutual Fund with ₹9,040 Cr under management, launched in 2014. Over three years it has returned 6.8% a year, against 11.0% for its category. The expense ratio is 1.89% 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 +2.4% against +1.3% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 5.7% | +3.6 pts | 2.1% | 5.8% |
| 2Y | 5.5% | +0.4 pts | 5.1% | 4.7% |
| 3Y | 6.8% | −4.2 pts | 11.0% | 5.4% |
| 5Y | 10.3% | +1.3 pts | 9.0% | 8.7% |
| 7Y | 12.8% | +1.0 pts | 11.8% | 10.4% |
| 10Y | 12.7% | +1.5 pts | 11.2% | 10.3% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 4.4% | −0.9 pts | 5.3% | 5.7% |
| 3M | -1.3% | −1.0 pts | -0.3% | -0.1% |
| 6M | 3.3% | −1.0 pts | 4.3% | 4.2% |
| 1Y | 2.5% | +0.4 pts | 2.1% | 1.6% |
| 2Y | 3.7% | +0.1 pts | 3.6% | 3.3% |
| 3Y | 12.0% | +1.1 pts | 11.0% | 10.1% |
| 5Y | 10.1% | +1.1 pts | 9.0% | 8.0% |
| 7Y | 14.0% | +1.1 pts | 12.9% | 11.1% |
| 10Y | 12.0% | +0.8 pts | 11.2% | 9.9% |
Since launch (1 Nov 2014): 11.5%
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 3 Nov 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 | 1.14 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.42 | 0.55 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.51 | 0.77 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 13.27 | 13.36 | 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 30 Sep 2026
Asset allocation
- Equity74.4%
- Debt14.0%
- Other11.6%
Market cap split
- Large52.9%
- Mid34.5%
- Small12.7%
- P/E
- 23.18
- P/B
- 3.59
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 11.64% | ₹1,052 Cr | -2.13% | +0.95% | +1.71% |
| Eternal Ltd. | Services | 3.25% | ₹294 Cr | +3.94% | +3.32% | +3.74% |
| HDFC Bank Ltd. | Financial | 3.04% | ₹275 Cr | +6.75% | +7.29% | +8.66% |
| ICICI Bank Ltd. | Financial | 2.98% | ₹270 Cr | +2.36% | +1.92% | +1.73% |
| Bharti Airtel Ltd. | Communication | 2.90% | ₹262 Cr | +3.29% | +3.40% | +1.74% |
| State Bank of India | Financial | 2.87% | ₹259 Cr | +3.09% | +3.01% | +2.58% |
| Fortis Healthcare Ltd. | Healthcare | 2.73% | ₹246 Cr | +3.42% | +3.26% | +3.57% |
| Shriram Finance Ltd | Financial | 2.54% | ₹229 Cr | +2.71% | +1.62% | +0.95% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 2.50% | ₹226 Cr | +3.13% | +2.72% | +2.56% |
| Molbio Diagnostics Ltd. | Healthcare | 2.17% | ₹196 Cr | — | — | — |
| Bharat Electronics Ltd. | Capital Goods | 2.04% | ₹185 Cr | +2.18% | +2.18% | +2.12% |
| GOI | Sovereign | 1.97% | ₹178 Cr | +2.07% | +2.92% | +1.35% |
| Rossell Techsys Ltd. | Capital Goods | 1.94% | ₹175 Cr | — | — | — |
| Power Finance Corporation Ltd. | Financial | 1.82% | ₹165 Cr | +7.77% | +7.97% | +8.28% |
| Bajaj Finance Ltd. | Financial | 1.74% | ₹157 Cr | +2.23% | +2.56% | +3.06% |
| GE Vernova T&D India Ltd | Capital Goods | 1.73% | ₹157 Cr | +2.06% | +4.28% | +2.62% |
| Indian Bank | Financial | 1.69% | ₹153 Cr | +1.36% | +0.86% | +0.64% |
| Dixon Technologies (India) Ltd. | Capital Goods | 1.69% | ₹153 Cr | +0.02% | — | — |
| Billionbrains Garage Ventures Ltd. | Financial | 1.54% | ₹139 Cr | — | — | — |
| Solar Industries India Ltd. | Chemicals | 1.49% | ₹135 Cr | +1.43% | +1.16% | +1.23% |
| Mphasis Ltd. | Technology | 1.48% | ₹134 Cr | +1.50% | +1.63% | +1.52% |
| Infosys Ltd. | Technology | 1.47% | ₹133 Cr | +1.49% | +1.90% | +2.29% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | 1.46% | ₹132 Cr | +0.75% | — | — |
| Ipca Laboratories Ltd. | Healthcare | 1.40% | ₹127 Cr | +1.25% | +1.35% | +1.09% |
| Small Industries Devp. Bank of India Ltd. | Financial | 1.38% | ₹125 Cr | +0.57% | +0.65% | +0.62% |
| Bharat Petroleum Corporation Ltd. | Energy | 1.27% | ₹115 Cr | +1.46% | +1.55% | +2.76% |
| Nippon Life India Asset Management Ltd. | Financial | 1.17% | ₹106 Cr | +1.29% | +1.02% | — |
| Bank of Maharashtra | Financial | 1.14% | ₹103 Cr | +1.12% | +0.77% | — |
| Oracle Financial Services Software Ltd. | Technology | 1.13% | ₹102 Cr | +1.24% | +1.38% | +1.66% |
| Jindal Steel Ltd. | Metals & Mining | 1.13% | ₹102 Cr | +1.06% | +1.26% | +1.16% |
| Bank Of Baroda | Financial | 1.09% | ₹98.91 Cr | +1.39% | +1.13% | — |
| Vishal Mega Mart Ltd. | Services | 1.09% | ₹98.51 Cr | +1.28% | +0.69% | +0.76% |
| SRF Ltd. | Chemicals | 1.07% | ₹97.01 Cr | +1.20% | +1.22% | +1.36% |
| United Spirits Ltd. | Consumer Staples | 1.05% | ₹95.27 Cr | +1.06% | +1.10% | +1.15% |
| LG Electronics India Ltd. | Consumer Discretionary | 1.03% | ₹93.50 Cr | +0.94% | +1.00% | — |
| Century Plyboards (India) Ltd. | Materials | 1.03% | ₹92.89 Cr | +1.14% | +1.22% | +1.36% |
| Poonawalla Fincorp Ltd. | Financial | 0.99% | ₹89.79 Cr | +1.00% | — | — |
| Apar Industries Ltd. | Consumer Staples | 0.95% | ₹85.66 Cr | +1.60% | +1.52% | +0.96% |
| Swiggy Ltd. | Services | 0.94% | ₹85.12 Cr | +0.91% | +1.13% | +0.92% |
| Schaeffler India Ltd. | Capital Goods | 0.91% | ₹82.30 Cr | +0.75% | +0.69% | +0.70% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 0.90% | ₹81.75 Cr | +0.94% | +1.01% | +1.08% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 0.90% | ₹81.19 Cr | — | — | — |
| UNO Minda Ltd. | Automobile | 0.89% | ₹80.68 Cr | +0.84% | +0.91% | +1.20% |
| Techno Electric & Engineering Company Ltd. | Capital Goods | 0.89% | ₹80.32 Cr | +0.94% | +1.00% | +1.31% |
| Max Healthcare Institute Ltd. | Healthcare | 0.88% | ₹79.62 Cr | +0.57% | +0.56% | +0.63% |
| REC Ltd. | Financial | 0.82% | ₹74.41 Cr | +1.75% | +1.68% | +1.98% |
| Prudent Corporate Advisory Services Ltd. | Financial | 0.78% | ₹70.41 Cr | +0.75% | +0.63% | +0.71% |
| JK Cement Ltd. | Materials | 0.75% | ₹67.67 Cr | +0.81% | +0.87% | +1.03% |
| Nuvama Wealth Management Ltd. | Financial | 0.71% | ₹64.51 Cr | +0.80% | +0.59% | +0.61% |
| Reliance Industries Ltd. | Energy | 0.71% | ₹64.04 Cr | +0.78% | +0.67% | +0.49% |
| Polycab India Ltd. | Capital Goods | 0.70% | ₹63.29 Cr | +0.88% | +0.69% | +1.05% |
| PI Industries Ltd. | Chemicals | 0.68% | ₹61.26 Cr | +0.76% | +0.92% | +0.93% |
| Avanti Feeds Ltd. | Consumer Staples | 0.62% | ₹56.17 Cr | +0.81% | +1.18% | — |
| Deepak Nitrite Ltd. | Chemicals | 0.60% | ₹54.54 Cr | +0.62% | +0.59% | +0.78% |
| Oberoi Realty Ltd. | Construction | 0.60% | ₹54.19 Cr | +0.61% | +0.56% | +0.46% |
| Tata Capital Ltd. | Financial | 0.57% | ₹51.61 Cr | +0.64% | +0.61% | — |
| 360 ONE Wealth Ltd. | Financial | 0.56% | ₹50.24 Cr | +0.56% | — | — |
| Tech Mahindra Ltd. | Technology | 0.54% | ₹48.58 Cr | +0.50% | +0.56% | +0.55% |
| MRF Ltd. | Automobile | 0.46% | ₹41.74 Cr | +0.48% | +0.55% | — |
| Birlasoft Ltd. | Technology | 0.41% | ₹37.13 Cr | +0.44% | +0.58% | +0.59% |
| BSE Ltd. | Services | 0.38% | ₹33.92 Cr | +0.47% | +0.86% | — |
| National Stock Exchange | Financial | 0.34% | ₹30.73 Cr | — | — | — |
| Axis Bank Ltd. | Financial | 0.27% | ₹24.76 Cr | +0.27% | — | — |
| V.S.T. Tillers Tractors Ltd. | Automobile | 0.26% | ₹23.71 Cr | +0.27% | +0.33% | +0.34% |
| Telangana State Industrial Infrastructure Corporation Ltd. | Others | 0.20% | ₹17.72 Cr | +0.20% | +0.23% | +0.21% |
| L&T Finance Ltd. | Financial | 0.17% | ₹15.41 Cr | — | — | — |
| Tata Capital Housing Finance Ltd. | Financial | 0.17% | ₹14.99 Cr | +0.17% | — | — |
| Sundaram Finance Ltd. | Financial | 0.16% | ₹14.60 Cr | +0.16% | — | — |
| Andhra Pradesh State Beverages Corporation Ltd. | Consumer Staples | 0.13% | ₹11.35 Cr | +0.07% | +0.08% | — |
| Kotak Mahindra Prime Ltd. | Financial | 0.11% | ₹10.01 Cr | — | — | — |
| Muthoot Finance Ltd. | Financial | 0.11% | ₹9.93 Cr | +0.11% | — | — |
| Kotak Mahindra Investments Ltd. | Financial | 0.11% | ₹9.85 Cr | — | — | — |
| Karnataka State | Others | 0.11% | ₹9.83 Cr | +0.73% | +0.82% | +0.12% |
| Aditya Birla Finance Ltd. | Financial | 0.08% | ₹6.79 Cr | +0.08% | +0.09% | +0.08% |
| Tamilnadu State | Others | 0.06% | ₹5.09 Cr | +0.84% | +0.07% | +0.06% |
| Kerala State | Others | 0.06% | ₹5.07 Cr | +0.06% | +0.07% | +0.06% |
| Punjab State | Others | 0.06% | ₹5.04 Cr | +0.06% | +0.07% | +0.06% |
| Haryana State | Others | 0.06% | ₹5.02 Cr | +0.06% | +0.06% | +0.06% |
| Gujarat State | Construction | 0.02% | ₹2.01 Cr | +0.02% | +0.03% | +0.03% |
| Rajasthan State | Others | 0.02% | ₹1.51 Cr | +0.02% | 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 |
|---|---|---|---|
| Others | 1.56% | 0.46% | -1.10% |
| Molbio Diagnostics Ltd. | 1.40% | 2.17% | +0.78% |
| Havells India Ltd. | 0.72% | 0.00% | -0.72% |
| Dixon Technologies (India) Ltd. | 0.98% | 1.69% | +0.71% |
| Rossell Techsys Ltd. | 1.39% | 1.94% | +0.55% |
| company:12205 | 0.53% | 0.00% | -0.53% |
| Fortis Healthcare Ltd. | 3.11% | 2.73% | -0.38% |
| Max Healthcare Institute Ltd. | 0.51% | 0.88% | +0.37% |
| ICICI Bank Ltd. | 3.33% | 2.98% | -0.35% |
| National Stock Exchange | 0.00% | 0.34% | +0.34% |
| Billionbrains Garage Ventures Ltd. | 1.25% | 1.54% | +0.29% |
| Cholamandalam Investment and Finance Company Ltd. | 2.78% | 2.50% | -0.28% |
| Shriram Finance Ltd | 2.78% | 2.54% | -0.24% |
| Bajaj Finance Ltd. | 1.97% | 1.74% | -0.23% |
| Schaeffler India Ltd. | 0.69% | 0.91% | +0.22% |
| Apar Industries Ltd. | 1.16% | 0.95% | -0.21% |
| Bharat Petroleum Corporation Ltd. | 0.75% | 0.55% | -0.20% |
| State Bank of India | 3.07% | 2.87% | -0.20% |
| Bharti Airtel Ltd. | 3.09% | 2.90% | -0.19% |
| L&T Finance Ltd. | 0.00% | 0.17% | +0.17% |
| Oracle Financial Services Software Ltd. | 1.29% | 1.13% | -0.16% |
| company:5652 | 0.16% | 0.00% | -0.16% |
| Infosys Ltd. | 1.62% | 1.47% | -0.15% |
| Indian Bank | 1.82% | 1.69% | -0.14% |
| Mphasis Ltd. | 1.62% | 1.48% | -0.14% |
| Kotak Mahindra Prime Ltd. | 0.00% | 0.11% | +0.11% |
| Prudent Corporate Advisory Services Ltd. | 0.89% | 0.78% | -0.11% |
| Polycab India Ltd. | 0.80% | 0.70% | -0.10% |
| Swiggy Ltd. | 1.03% | 0.94% | -0.09% |
| Apollo Hospitals Enterprise Ltd. | 1.54% | 1.46% | -0.08% |
| HDFC Bank Ltd. | 2.42% | 2.50% | +0.08% |
| Century Plyboards (India) Ltd. | 1.11% | 1.03% | -0.08% |
| Nippon Life India Asset Management Ltd. | 1.25% | 1.17% | -0.07% |
| Avanti Feeds Ltd. | 0.69% | 0.62% | -0.07% |
| United Spirits Ltd. | 1.12% | 1.05% | -0.07% |
| Bharat Electronics Ltd. | 2.11% | 2.04% | -0.07% |
| Vishal Mega Mart Ltd. | 1.16% | 1.09% | -0.07% |
| Deepak Nitrite Ltd. | 0.67% | 0.60% | -0.06% |
| Sun Pharmaceutical Industries Ltd. | 0.96% | 0.90% | -0.05% |
| Techno Electric & Engineering Company Ltd. | 0.84% | 0.89% | +0.05% |
| UNO Minda Ltd. | 0.94% | 0.89% | -0.05% |
| Tata Capital Ltd. | 0.62% | 0.57% | -0.05% |
| LG Electronics India Ltd. | 0.99% | 1.03% | +0.05% |
| GE Vernova T&D India Ltd | 1.78% | 1.73% | -0.04% |
| Bank Of Baroda | 1.05% | 1.09% | +0.04% |
| REC Ltd. | 0.75% | 0.71% | -0.03% |
| GOI | 1.94% | 1.97% | +0.03% |
| Reliance Industries Ltd. | 0.74% | 0.71% | -0.03% |
| Eternal Ltd. | 3.23% | 3.25% | +0.02% |
| Jindal Steel Ltd. | 1.15% | 1.13% | -0.02% |
| 360 ONE Wealth Ltd. | 0.54% | 0.56% | +0.02% |
| Torrent Pharmaceuticals Ltd. | 0.92% | 0.90% | -0.02% |
| Nuvama Wealth Management Ltd. | 0.73% | 0.71% | -0.02% |
| Tech Mahindra Ltd. | 0.56% | 0.54% | -0.02% |
| Solar Industries India Ltd. | 1.47% | 1.49% | +0.02% |
| Birlasoft Ltd. | 0.43% | 0.41% | -0.02% |
| MRF Ltd. | 0.48% | 0.46% | -0.02% |
| JK Cement Ltd. | 0.73% | 0.75% | +0.02% |
| Oberoi Realty Ltd. | 0.61% | 0.60% | -0.01% |
| Poonawalla Fincorp Ltd. | 1.01% | 0.99% | -0.01% |
| BSE Ltd. | 0.39% | 0.38% | -0.01% |
| Ipca Laboratories Ltd. | 1.39% | 1.40% | +0.01% |
| V.S.T. Tillers Tractors Ltd. | 0.25% | 0.26% | +0.01% |
| Axis Bank Ltd. | 0.26% | 0.27% | +0.01% |
| Small Industries Devp. Bank of India Ltd. | 0.27% | 0.28% | +0.01% |
| Telangana State Industrial Infrastructure Corporation Ltd. | 0.19% | 0.20% | +0.01% |
| Sundaram Finance Ltd. | 0.16% | 0.16% | +0.01% |
| Tata Capital Housing Finance Ltd. | 0.16% | 0.17% | +0.01% |
| PI Industries Ltd. | 0.67% | 0.68% | 0.00% |
| Andhra Pradesh State Beverages Corporation Ltd. | 0.12% | 0.13% | 0.00% |
| Muthoot Finance Ltd. | 0.11% | 0.11% | 0.00% |
| Kotak Mahindra Investments Ltd. | 0.11% | 0.11% | 0.00% |
| SRF Ltd. | 1.08% | 1.07% | 0.00% |
| Aditya Birla Finance Ltd. | 0.07% | 0.08% | 0.00% |
| Karnataka State | 0.11% | 0.11% | 0.00% |
| Bank of Maharashtra | 1.14% | 1.14% | 0.00% |
| Tamilnadu State | 0.05% | 0.06% | 0.00% |
| Kerala State | 0.05% | 0.06% | 0.00% |
| Punjab State | 0.05% | 0.06% | 0.00% |
| Haryana State | 0.05% | 0.06% | 0.00% |
| Power Finance Corporation Ltd. | 1.48% | 1.48% | 0.00% |
| Gujarat State | 0.02% | 0.02% | 0.00% |
| Rajasthan State | 0.02% | 0.02% | 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 | ₹13,199 Cr | 2.04% | 9.2% | 8.4% | 12.2% |
 ICICI Prudential Aggressive Hybrid Fund | ₹50,087 Cr | 1.59% | 4.1% | 6.8% | 12.1% |
| ICICI Prudential Aggressive Hybrid Active FoF | ₹8,894 Cr | 1.50% | 6.7% | 7.2% | 12.1% |
 Bandhan Aggressive Hybrid Fund | ₹2,663 Cr | 2.25% | 12.6% | 10.8% | 12.5% |
 Bank of India Aggressive Hybrid Fund | ₹2,242 Cr | 2.24% | 10.8% | 8.9% | 13.6% |
 Quant Aggressive Hybrid Fund | ₹2,108 Cr | 2.60% | 11.9% | 8.4% | 10.9% |
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 months3.30% absolute | ₹60,000 | ₹61,980 | 3.30% | |
| 1 year2.47% annualised | ₹1,20,000 | ₹1,21,618 | 1.35% | |
| 3 years12.02% annualised | ₹3,60,000 | ₹4,35,217 | 20.89% | |
| 5 years10.05% annualised | ₹6,00,000 | ₹7,81,889 | 30.31% |
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 ₹65.38 as on 9 Nov 2026.
What is the expense ratio of Kotak Aggressive Hybrid Fund?
The expense ratio of Kotak Aggressive Hybrid Fund is 1.89% 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 5.7% over 1 year, 6.8% over 3 years and 10.3% 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 97 schemes with ₹6,34,000 Cr under management.