Kotak Aggressive Hybrid Fund Direct-IDCW
Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return -0.6% at 19 Oct 2026 02:09 PM
Kotak Aggressive Hybrid Fund Direct-IDCW: Mutual Fund Overview
Kotak Aggressive Hybrid Fund Direct-IDCW is an Aggressive Hybrid mutual fund with over 13.8 years of performance history. The scheme manages an AUM of ₹9040.28 Cr and has a NAV of ₹46.218. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -0.6%.
Fund Details
NAV 46.218
Sub-Type Aggressive Hybrid
Rating 4
Min. SIP Amount ₹100.0
Fund Age(Year) 13.8
Fund Size(in Crores) 9040.28
Fund Performance
1 Month -1.08%
3 Month -2.46%
6 Month 1.41%
1 Year -0.6%
3 Year 12.06%
5 Year 10.84%
Know This Fund
As on 19 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Fund Regular-Growth Ret 1M -0.74% Ret 1Y -3.39% Ret 3Y 8.36% Ret 5Y 6.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Fund Regular-IDCW Ret 1M -0.74% Ret 1Y -3.39% Ret 3Y 8.36% Ret 5Y 6.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Fund Regular-IDCW Reinvestment Ret 1M -0.74% Ret 1Y -3.39% Ret 3Y 8.36% Ret 5Y 6.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -0.97% Ret 1Y -1.13% Ret 3Y 9.28% Ret 5Y 8.42%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -0.97% Ret 1Y -1.13% Ret 3Y 9.28% Ret 5Y 8.42%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -0.97% Ret 1Y -1.13% Ret 3Y 9.28% Ret 5Y 8.42%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -1.7% Ret 1Y -3.45% Ret 3Y 8.59% Ret 5Y 6.66%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -1.7% Ret 1Y -3.45% Ret 3Y 8.59% Ret 5Y 6.66%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -1.7% Ret 1Y -3.45% Ret 3Y 8.59% Ret 5Y 6.66%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -0.29% Ret 1Y -2.49% Ret 3Y 7.8% Ret 5Y 4.42%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -0.29% Ret 1Y -2.49% Ret 3Y 7.8% Ret 5Y 4.42%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.63%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Abhishek Bisen
Education Mr. Bisen is a BA and MBA in Finance.
Experience Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Atul Bhole
Education Mr. Bhole is a B.Com (H), Chartered Accountant and MMS.
Experience Prior to joining Kotak Mahindra Mutual Fund he has worked with DSP Mutual Fund Tata Mutual Fund, JP Morgan Services Pvt. Ltd. and SBI Treasury.
Arjun Khanna
Education Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 9
Date of Incorporation 2013-01-01
Total AUM 592379.04
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Kotak Aggressive Hybrid Fund Direct-IDCW FAQs
How to invest in Kotak Aggressive Hybrid Fund Direct-IDCW?
Investing in Kotak Aggressive Hybrid Fund Direct-IDCW through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Kotak Aggressive Hybrid Fund Direct-IDCW in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Kotak Aggressive Hybrid Fund Direct-IDCW?
The term expense ratio for Kotak Aggressive Hybrid Fund Direct-IDCW or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Kotak Aggressive Hybrid Fund Direct-IDCW is 0.63% as of 19 Oct 2026.
What is the NAV of Kotak Aggressive Hybrid Fund Direct-IDCW?
The NAV of Kotak Aggressive Hybrid Fund Direct-IDCW is ₹46.218 as of 19 Oct 2026.
What is the AUM of Kotak Aggressive Hybrid Fund Direct-IDCW?
The AUM (Assets Under Management) of Kotak Aggressive Hybrid Fund Direct-IDCW is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Kotak Aggressive Hybrid Fund Direct-IDCW is ₹9040.28 Cr as of 19 Oct 2026.
What is the PE and PB ratio of Kotak Aggressive Hybrid Fund Direct-IDCW?
The PE ratio of Kotak Aggressive Hybrid Fund Direct-IDCW shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Kotak Aggressive Hybrid Fund Direct-IDCW?
Yes, you can invest in Kotak Aggressive Hybrid Fund Direct-IDCW through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Kotak Aggressive Hybrid Fund Direct-IDCW in the last 5 years?
The return of Kotak Aggressive Hybrid Fund Direct-IDCW in the last 5 years is 10.84%.
What is the minimum SIP investment required in Kotak Aggressive Hybrid Fund Direct-IDCW?
The minimum SIP investment in Kotak Aggressive Hybrid Fund Direct-IDCW depends on the fund's scheme rules and usually starts at a small amount. For Kotak Aggressive Hybrid Fund Direct-IDCW, the minimum SIP amount is ₹100.0.
What is the current NAV of Kotak Aggressive Hybrid Fund Direct-IDCW?
The NAV of Kotak Aggressive Hybrid Fund Direct-IDCW, as of 19 Oct 2026, is ₹46.218.
Who manages the Kotak Aggressive Hybrid Fund Direct-IDCW?
The fund managers responsible for Kotak Aggressive Hybrid Fund Direct-IDCW are:
- Abhishek Bisen
- Atul Bhole
- Arjun Khanna