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Mutual Funds

Kotak Aggressive Hybrid Fund

Ko

Kotak Aggressive Hybrid Fund

Aggressive HybridRank #8
4/5

NAV (2026-07-14)

64.8

AUM

₹8,961.68 Cr

Exp. Ratio: 1.78%

RISK LEVEL

Very High

Returns & Performance

1 Year3.98%2.77% vs cat avgRank #8
3 Year12.87%1.66% vs cat avgRank #8
5 Year11.91%1.46% vs cat avgRank #9
Since Launch14.09%--

Fund vs Category Average

1Y
3.98%+2.77%
3Y
12.87%+1.66%
5Y
11.91%+1.46%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period
Decent 1Y category rank (#8)
Overall top-10 rank in category (#8)

Cons

Higher expense ratio (1.78%)
ISININF174K01E92
NAV₹64.8
NAV Date2026-07-14
AUM₹8,961.68 Cr
Expense Ratio1.78%
RiskVery High
Rating4 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-08-05

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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Arjun Khanna

Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)

Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.

Top Holdings

Holdings data not available for this scheme