Kotak Aggressive Hybrid Fund Direct-Growth
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Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return 5.38% at 23 Dec 2025 09:49 AM
Fund Details
NAV 75.017
Sub-Type Aggressive Hybrid
Rating 4
Min. SIP Amount ₹100.0
Fund Age(Year) 11.14
Fund Size(in Crores) 8462.15
Fund Performance
1 Month 0.41%
3 Month -0.12%
6 Month 3.98%
1 Year 5.38%
3 Year 16.65%
5 Year 17.81%
Know This Fund
As on 23 Dec 2025
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 ESG Integration Strategy Fund Regular-Growth Ret 1M 1.08% Ret 1Y 4.77% Ret 3Y 15.82% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ESG Integration Strategy Fund Regular-IDCW Ret 1M 1.08% Ret 1Y 4.77% Ret 3Y 15.82% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life ESG Integration Strategy Fund Regular-IDCW Reinvestment Ret 1M 1.08% Ret 1Y 4.77% Ret 3Y 15.82% Ret 5Y 0%
Equity, Flexi Cap funds Axis ESG Integration Strategy Fund Regular-Growth Ret 1M 0.82% Ret 1Y 3.6% Ret 3Y 14.32% Ret 5Y 11.09%
Equity, Flexi Cap funds Axis ESG Integration Strategy Fund Regular-IDCW Payout Ret 1M 0.82% Ret 1Y 3.6% Ret 3Y 14.32% Ret 5Y 11.09%
Equity, Flexi Cap funds Axis ESG Integration Strategy Fund Regular-IDCW Reinvestment Ret 1M 0.82% Ret 1Y 3.6% Ret 3Y 14.32% Ret 5Y 11.09%
Equity, Flexi Cap funds ICICI Prudential ESG Exclusionary Strategy Fund - Growth Ret 1M 0.04% Ret 1Y 6.57% Ret 3Y 19.78% Ret 5Y 15.81%
Equity, Flexi Cap funds ICICI Prudential ESG Exclusionary Strategy Fund-IDCW Ret 1M 0.04% Ret 1Y 6.57% Ret 3Y 19.78% Ret 5Y 15.81%
Equity, Flexi Cap funds ICICI Prudential ESG Exclusionary Strategy Fund-IDCW Payout Ret 1M 0.04% Ret 1Y 6.57% Ret 3Y 19.78% Ret 5Y 15.81%
Equity, Flexi Cap funds Invesco India ESG Integration Strategy Fund Regular - Growth Ret 1M 0.17% Ret 1Y -1.88% Ret 3Y 13.98% Ret 5Y 0%
Equity, Flexi Cap funds Invesco India ESG Integration Strategy Fund Regular-IDCW Payout Ret 1M 0.17% Ret 1Y -1.88% Ret 3Y 13.98% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.47%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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) 32
Date of Incorporation 2014-11-01
Total AUM 2025-11-30
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.
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