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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 · 1.79%Inception · 25-11-1999
NAV
₹65.29
+0.74% · as of 15-07-2026
Since inception
11.80%
CAGR
Benchmark (inception)
11.92%
CAGR
Fund size
₹8,962 Cr
AUM
Expense ratio
1.79%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +11.80% CAGR vs benchmark +11.92%.
Portfolio
Where the money is invested
Top holdings
ZOMATO LIMITED EQ3.85%
Triparty Repo3.46%
FORTIS HEALTHCARE LIMITED. EQ3.43%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.36%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.26%
GE T&D INDIA LIMITED EQ NEW RS. 2/-3.01%
STATE BANK OF INDIA EQ NEW RE. 1/-2.89%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-2.78%
ULTRATECH CEMENT LIMITED EQ2.38%
Shriram Finance Limited2.22%
Sector allocation
Financial Services26.78%
Capital Goods7.89%
Healthcare7.57%
Information Technology5.90%
Consumer Services5.70%
Chemicals4.35%
Telecommunication3.36%
Construction Materials3.18%
Consumer Durables3.06%
Fast Moving Consumer Goods2.12%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 11.8% p.a.₹10,000
10 years
Projected value
₹22,95,920
Invested: ₹12,00,000
Gained: ₹10,95,920
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
Quant Aggressive Hybrid Fund Gr Reg Plan
₹471.42
1Y
+11.1%
3Y
+14.3%
5Y
+13.2%
Bank Of India Mid & Small Cap Equity & Debt Reg Gr
₹42.06
1Y
+8.2%
3Y
+18.7%
5Y
+14.2%
Bandhan Aggressive Hyb Fund Reg Gr
₹27.63
1Y
+6.6%
3Y
+13.8%
5Y
+11.6%
HSBC Aggressive Hybrid Fund Reg Gr
₹58.47
1Y
+5.4%
3Y
+12.9%
5Y
+10.6%
Navi Aggressive Hybrid Reg Gr
₹21.83
1Y
+4.7%
3Y
+10.8%
5Y
+10.6%
Want a personalised recommendation?
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