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Kotak Aggressive Hybrid Fund Direct Growth
Hybrid
Aggressive Hybrid
Very High Risk
+15.98%
3Y annualised
-0.85% 1D
NAV: 09 Jan '26
₹74.18
Min. SIP amount
₹100
Fund size
₹8,508.93 Cr
Expense ratio
0.47%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,272 | +7.12% | |
| 3 years | ₹1,80,000 | ₹2,28,066 | +26.70% | |
| 5 years | ₹3,00,000 | ₹4,50,039 | +50.01% | |
| 10 years | ₹6,00,000 | ₹13,89,068 | +131.51% |
Holdings (99)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 4.53% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 3.38% |
| GOI | Sovereign | GOI Sec | 3.26% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 3.10% |
| Eternal Ltd. | Services | Equity | 3.05% |
| GOI | Sovereign | GOI Sec | 3.05% |
| GOI | Sovereign | GOI Sec | 2.96% |
| Bajaj Finance Ltd. | Financial | Equity | 2.89% |
| State Bank of India | Financial | Equity | 2.77% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 2.74% |
| Ultratech Cement Ltd. | Construction | Equity | 2.49% |
| Infosys Ltd. | Technology | Equity | 2.25% |
| Mphasis Ltd. | Technology | Equity | 2.04% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.00% |
| ICICI Bank Ltd. | Financial | Equity | 1.96% |
| Wipro Ltd. | Technology | Equity | 1.93% |
| Bharti Airtel Ltd. | Communication | Equity | 1.86% |
| GOI | Sovereign | GOI Sec | 1.83% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.71% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 1.48% |
| Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 1.47% |
| Shriram Finance Ltd | Financial | Equity | 1.46% |
| Oracle Financial Services Software Ltd. | Technology | Equity | 1.44% |
| SRF Ltd. | Chemicals | Equity | 1.42% |
| Swiggy Ltd. | Services | Equity | 1.41% |
| Century Plyboards (India) Ltd. | Consumer Staples | Equity | 1.33% |
| GOI | Sovereign | CGL | 1.27% |
| Bank Of Baroda | Financial | Equity | 1.22% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.19% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.18% |
| Havells India Ltd. | Capital Goods | Equity | 1.16% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 1.11% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.10% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 1.09% |
| Solar Industries India Ltd. | Chemicals | Equity | 1.08% |
| Polycab India Ltd. | Capital Goods | Equity | 1.04% |
| UNO Minda Ltd. | Automobile | Equity | 1.04% |
| ITC Ltd. | Consumer Staples | Equity | 1.02% |
| Techno Electric & Engineering Company Ltd. | Capital Goods | Equity | 1.01% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.97% |
| Apar Industries Ltd. | Consumer Staples | Equity | 0.94% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.93% |
| REC Ltd. | Financial | Equity | 0.90% |
| NTPC Ltd. | Energy | Equity | 0.88% |
| JK Cement Ltd. | Construction | Equity | 0.87% |
| PI Industries Ltd. | Chemicals | Equity | 0.82% |
| Indian Bank | Financial | Equity | 0.78% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.72% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 0.71% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.71% |
| Birlasoft Ltd. | Technology | Equity | 0.70% |
| Nuvama Wealth Management Ltd. | Financial | Equity | 0.69% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.67% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.66% |
| Mahindra Lifespace Developers Ltd. | Construction | Equity | 0.66% |
| Bank of Maharashtra | Financial | Equity | 0.63% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.62% |
| Tech Mahindra Ltd. | Technology | Equity | 0.60% |
| REC Ltd. | Financial | Bonds | 0.58% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.56% |
| Reliance Industries Ltd. | Energy | Equity | 0.53% |
| Bihar State | Others | SDL | 0.51% |
| Oberoi Realty Ltd. | Construction | Equity | 0.46% |
| Tata Capital Ltd. | Financial | Equity | 0.43% |
| V.S.T. Tillers Tractors Ltd. | Automobile | Equity | 0.40% |
| Telangana State Industrial Infrastructure Corporation Ltd. | Others | Debenture | 0.36% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 0.30% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.30% |
| GOI | Sovereign | GOI Sec | 0.24% |
| Telangana State Industrial Infrastructure Corporation Ltd. | Others | Debenture | 0.21% |
| Telangana State Industrial Infrastructure Corporation Ltd. | Others | Debenture | 0.20% |
| Mindspace Business Parks REIT | Construction | REITs | 0.20% |
| GOI | Sovereign | GOI Sec | 0.15% |
| GOI | Sovereign | GOI Sec | 0.14% |
| Karnataka State | Others | SDL | 0.12% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 0.09% |
| GOI | Sovereign | GOI Sec | 0.09% |
| Andhra Pradesh State Beverages Corporation Ltd. | Consumer Staples | Bonds | 0.09% |
| Aditya Birla Finance Ltd. | Financial | Debenture | 0.08% |
| GOI | Sovereign | GOI Sec | 0.07% |
| Power Finance Corporation Ltd. | Financial | Bonds | 0.07% |
| GOI | Sovereign | GOI Sec | 0.06% |
| Kerala State | Others | SDL | 0.06% |
| Punjab State | Others | SDL | 0.06% |
| Haryana State | Others | SDL | 0.06% |
| Tamilnadu State | Others | SDL | 0.06% |
| GOI | Sovereign | GOI Sec | 0.05% |
| GOI | Sovereign | GOI Sec | 0.04% |
| GOI | Sovereign | GOI Sec | 0.03% |
| Rajasthan State | Others | SDL | 0.02% |
| GOI | Sovereign | GOI Sec | 0.02% |
| Andhra Pradesh State | Financial | SDL | 0.02% |
| Gujarat State | Construction | SDL | 0.02% |
| Tamilnadu State | Others | SDL | 0.02% |
| Rajasthan State | Others | SDL | 0.01% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.00% |
| Andhra Pradesh State | Financial | SDL | 0.00% |
| GOI | Sovereign | GOI Sec | 0.00% |
| Rajasthan State | Others | SDL | 0.00% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +16.0% | +16.0% | +14.9% | +14.1% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 13 | 9 | 3 | -- |
Exit load, stamp duty and tax
Exit load
Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +13.00% | +19.55% | 49,640.80 | |
JM Aggressive Hybrid Fund Direct Growth | -0.55% | +19.11% | 785.33 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +7.00% | +18.02% | 3,316.79 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +7.30% | +15.58% | 4,102.00 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +5.05% | +15.25% | 2,380.44 | |
| Compare | ||||
Fund management
ABAbhishek BisenNov 2014 - PresentView details
AB
Abhishek Bisen
Nov 2014 - Present
View details
ABAtul BholeJan 2024 - PresentView details
AB
Atul Bhole
Jan 2024 - Present
View details
About Kotak Aggressive Hybrid Fund Direct Growth
Kotak Aggressive Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Abhishek Bisen is the Current Fund Manager of Kotak Aggressive Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,69,913 Cr and the Latest NAV as of 09 Jan 2026 is ₹74.18.
The Kotak Aggressive Hybrid Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days
;
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.
Fund benchmarkNIFTY 50 Hybrid Composite Debt 65:35 Index
Fund house
Rank (total assets)#5 in India
Total AUM₹5,69,913.46 Cr
Date of Incorporation05 Aug 1994
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,