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Kotak Mahindra Mutual Fund · Hybrid: Aggressive
Kotak Aggressive Hybrid Fund - Regular Plan -Growth
The 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.
Mixed AssetBenchmark · NIFTY 50 Hybrid Composite Debt 65:35 IndexTER · 1.89%Inception · 25-11-1999
NAV
₹62.89
-0.41% · as of 14-10-2026
Since inception
11.19%
CAGR
Benchmark (inception)
11.61%
CAGR
Fund size
₹9,061 Cr
AUM
Expense ratio
1.89%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +11.19% CAGR vs benchmark +11.61%.
Portfolio
Where the money is invested
Top holdings
ZOMATO LIMITED EQ3.94%
FORTIS HEALTHCARE LIMITED. EQ3.42%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.38%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.29%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-3.13%
STATE BANK OF INDIA EQ NEW RE. 1/-3.09%
Shriram Finance Limited2.71%
ICICI BANK LIMITED EQ NEW FV RS. 2/-2.36%
ULTRATECH CEMENT LIMITED EQ2.26%
Bajaj Finance Limited2.23%
Sector allocation
Financial Services29.31%
Healthcare7.78%
Capital Goods6.99%
Consumer Services6.13%
Information Technology5.17%
Chemicals4.01%
Telecommunication3.29%
Construction Materials3.07%
Consumer Durables2.92%
Automobile and Auto Components2.07%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 11.2% p.a.₹10,000
10 years
Projected value
₹22,14,514
Invested: ₹12,00,000
Gained: ₹10,14,514
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Atul Bhole & Mr. Abhishek Bisen
Manager since fund inception data not available
ISIN & identifiers
AMFI code
133036
ISIN (Growth)
INF174K01E92
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Aggressive funds
Bank Of India Aggressive Hybrid Fund Reg Gr
₹42.63
1Y
+13.3%
3Y
+14.8%
5Y
+12.3%
Navi Aggressive Hybrid Reg Gr
₹21.99
1Y
+6.7%
3Y
+10.1%
5Y
+8.4%
Quant Aggressive Hybrid Fund Gr Reg Plan
₹444.42
1Y
+3.7%
3Y
+10.9%
5Y
+9.6%
HSBC Aggressive Hybrid Fund Reg Gr
₹58.27
1Y
+1.9%
3Y
+11.4%
5Y
+8.6%
Bandhan Aggressive Hyb Fund Reg Gr
₹27.02
1Y
+1.9%
3Y
+11.9%
5Y
+8.6%
Want a personalised recommendation?
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