Kotak Aggressive Hybrid Fund
Get the latest NAV of Kotak Aggressive Hybrid Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹70.49
1D
NAV as on 13 Mar 2026
12.81%/per year
Since Inception
▲▼
7284 people have invested ₹ 2.4Cr in Kotak Aggressive Hybrid Fund in the last three months
Kotak Aggressive Hybrid Fund Performance vs. Aggressive Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (13-Mar-26)
The fund has consistently outperformed the benchmark (Aggressive Allocation Index) over the last 1Y, 3Y, 5Y time periods.
Kotak Aggressive Hybrid Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 6 out of 19 mutual funds in the aggressive allocation category as per INDmoney.
Kotak Aggressive Hybrid Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Kotak Aggressive Hybrid Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
Kotak Aggressive Hybrid Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Government, Financial Services & Industrial
Government
48%
Financial Services
34%
Corporate
20%
Government
51%
Financial Services
33%
Industrial
14%
Kotak Aggressive Hybrid Fund Holdings Details
as on (28-Feb-26)
Kotak Aggressive Hybrid Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.47% |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 INR |
| AUM | ₹8653 Cr |
| Inception Date | 3 November, 2014 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 57.42% |
| Risk |   Very High Risk |
About Kotak Aggressive Hybrid Fund
Kotak Aggressive Hybrid Fund is a hybrid fund. This fund was started on 3 November, 2014. The fund is managed by Abhishek Bisen, Atul Bhole. This fund gives you the benefit of diversification.
Key Parameters
- Kotak Aggressive Hybrid Fund has ₹8653 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.5.
Returns
Kotak Aggressive Hybrid Fund has given a CAGR return of 12.81% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 10.52%, 14.95% and 13.18% respectively.
Holdings
Kotak Aggressive Hybrid Fund has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Corporate, Industrial, Basic Materials, Tech, Consumer Cyclical, Health, Communication, Consumer Defensive, Energy, Real Estate, Utilities.
Taxation
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Kotak Aggressive Hybrid Fund
Investment objective of the scheme is to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak Aggressive Hybrid Fund has no lock in period.
Fund Manager
Abhishek Bisen
Fund Manager of Kotak Aggressive Hybrid Fund, since 4 June 2009
Atul Bhole
Fund Manager of Kotak Aggressive Hybrid Fund, since 22 January 2024
- AUM of the fund stands at 8.7K Cr as of Feb'26
- AUM increased by 222 Cr between Feb'26 and Jan'26
Frequently Asked Questions for Kotak Aggressive Hybrid Fund
How do I invest in Kotak Aggressive Hybrid Fund?
- Download the INDmoney app.
- Search for ‘Kotak Aggressive Hybrid Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.