Kotak Aggressive Hybrid Regular Growth
Very High Risk
Hybrid
4 Star
NAV as of Mar 20, 2026
₹59.41
0.22%1D Change
3Y returns
+47.19% ↑
Very High Risk
Hybrid
4 Star
NAV as of Mar 20, 2026
₹59.41
0.22%1D Change
3Y returns
+47.19% ↑
Kotak Aggressive Hybrid Regular Growth
Very High Risk|Hybrid|4 Star
NAV as of Mar 20, 2026
₹59.41
0.22%1D
3Y returns
+47.19% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating4 Star
- Expense ratio1.73%
- Exit Load1% within 365 days
- AUM (Fund size)₹8,653.48 Crore
- Lock-in periodNo Lock-in
- Age11 yrs since Nov 03, 2014
- Min. investmentSIP ₹1000 & Lump. ₹5000
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Equity
76.43%
Debt
20.76%
Others
2.81%
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| GE Vernova T&D India Ltd | 4.08% |
| HDFC Bank Ltd | 3.99% |
| Fortis Healthcare Ltd | 3.49% |
| Triparty Repo | 3.42% |
| State Bank of India | 3.33% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| HSBC Aggressive Hybrid Fu... | ₹ 5,459 Cr | ₹60.07 | -0.06% | Very High |
| Mirae Asset Aggressive Hy... | ₹ 9,530 Cr | ₹36.75 | 0.34% | Very High |
| Kotak Aggressive Hybrid D... | ₹ 8,653 Cr | ₹70.37 | 0.23% | Very High |
| ICICI Prudential Equity &... | ₹ 50,205 Cr | ₹428.58 | 0.38% | Very High |
NAV History - Kotak Equity Hybrid
FUND | Kotak Equity Hybrid |
|---|---|
| NAV (Mar 20, 2026) | ₹59.41 |
| Class | Hybrid | Balanced Allocation |
| Inception Date | Nov 03, 2014 |
| Fund Manager | Abhishek Bisen, Atul Bhole |
FUND | Kotak Equity Hybrid |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹1000 and Lump. ₹5000 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Kotak Equity Hybrid | -0.19% | -6.75% | -5.82% | -7.16% | 5.15% | 13.59% |
Frequently Asked Questions
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About Kotak Mahindra Asset Management Co Ltd
Kotak Mutual Fund was established in December 1998 and is a wholly-owned subsidiary of Kotak Mahindra Bank. It is one of the top asset management companies in India. Kotak Mutual Fund has Kotak Mahindra Bank Limited as the sponsor and Kotak Mahindra Trustee Company Limited as the trustee. Kotak Mahindra Asset Management Company (KMAMC) is the asset management company for Kotak Mahindra Mutual Fund.
Kotak Mahindra Asset Management Co Ltd Details
- No. of schemes127
- Total AUM₹233,780.35 Crore
- AddressKotak Mahindra Asset management Company Limited, 2nd Floor, 12-BKC, Plot No C-12, Mumbai, Maharashatra, 400 051
- Phone+91 22 61152100
Start your investment
Lumpsum
SIP
Amount
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹5,679
Investment in Regular Funds are no longer available. Switch to Direct Plan of the same fund for higher returns.
