Kotak Aggressive Hybrid Fund - Regular Plan -Growth

Fund House: Kotak Mahindra Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 25-11-1999

Minimum Investment: 100.0

Asset Class: Mixed Asset

Minimum Topup: 100.0

Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index

Total Assets: 8508.93 As on (31-12-2025)

Expense Ratio: 1.73% As on (31-12-2025)

Turn over: 81.00% | Exit Load: For redemptions / switch outs 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 Units issued on reinvestment of IDCW shall not be subject to entry and exit load.

NAV as on 06-02-2026

63.412

-0.135

CAGR Since Inception

12.0%

NIFTY 50 Hybrid Composite Debt 65:35 Index 11.41%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 8.49 15.23 13.9 13.86 12.0
Benchmark - - - - -
Hybrid: Aggressive 7.0 14.56 12.82 12.51 12.66

Funds Manager

FM 1 Mr. Atul Bhole, FM 2 Mr. Abhishek Bisen

RETURNS CALCULATORS for Kotak Aggressive Hybrid Fund - Regular Plan -Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Kotak Aggressive Hybrid Fund - Regular Plan -Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Kotak Aggressive Hybrid Fund - Regular Plan -Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Kotak Aggressive Hybrid Fund Reg Gr 25-11-1999 8.49 11.29 15.23 13.9 13.86
ICICI Pru Equity & Debt Gr 05-11-1999 12.51 12.1 19.36 19.81 16.7
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 11.61 12.46 16.25 13.88 0.0
SBI Equity Hybrid Reg Gr 01-12-1995 10.99 11.76 14.94 12.11 12.69
Mirae Asset Aggressive Hybrid Reg Gr 02-07-2015 10.48 10.43 14.28 11.93 13.36
quant Aggressive Hybrid Fund Gr Reg Plan 21-03-2001 9.93 4.4 13.32 16.58 15.78
HSBC Aggressive Hybrid Fund Reg Gr 01-01-2013 9.4 10.23 15.73 11.69 11.51
Nippon India Aggressive Hybrid Fund Gr Plan 05-06-2005 8.64 9.3 15.22 13.99 10.7
ABSL Equity Hybrid95 Reg Gr 10-02-1995 8.23 9.84 14.63 11.55 11.19
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 8.12 11.14 16.79 15.08 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Kotak Aggressive Hybrid Fund - Regular Plan -Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 8.13 0.87 1.69 1.38 7.13 15.09
Hybrid: Aggressive - - - - - -