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Kotak Mahindra Mutual Fund · Hybrid: Aggressive
Kotak Aggressive Hybrid Fund - Regular Plan -Growth
The investment objective of the Scheme is to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized.
Mixed AssetBenchmark · NIFTY 50 Hybrid Composite Debt 65:35 IndexTER · 2.13%Inception · 25-11-1999
NAV
₹62.78
+1.01% · as of 14-05-2026
Since inception
11.61%
CAGR
Benchmark (inception)
11.90%
CAGR
Fund size
₹86 Cr
AUM
Expense ratio
2.13%
28-04-2026
Performance
Returns vs benchmark & category
Since inception: +11.61% CAGR vs benchmark +11.90%.
Portfolio
Where the money is invested
Top holdings
Triparty Repo5.13%
GE T&D INDIA LIMITED EQ NEW RS. 2/-4.28%
HDFC BANK LIMITED EQ NEW FV RE. 1/-3.64%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-3.40%
ZOMATO LIMITED EQ3.32%
FORTIS HEALTHCARE LIMITED. EQ3.26%
STATE BANK OF INDIA EQ NEW RE. 1/-3.01%
7.34% Government of India2.92%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/-2.72%
Bajaj Finance Limited2.56%
Sector allocation
Financial Services25.65%
Capital Goods9.00%
Healthcare7.06%
Information Technology6.88%
Consumer Services5.14%
Chemicals3.89%
Telecommunication3.40%
Construction Materials3.34%
Consumer Durables3.28%
Automobile and Auto Components3.18%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 11.6% p.a.₹10,000
10 years
Projected value
₹22,70,183
Invested: ₹12,00,000
Gained: ₹10,70,183
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Atul Bhole & Mr. Abhishek Bisen
Manager since fund inception data not available
ISIN & identifiers
AMFI code
133036
ISIN (Growth)
INF174K01E92
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Aggressive funds
quant Aggressive Hybrid Fund Gr Reg Plan
₹451.30
1Y
+10.5%
3Y
+14.8%
5Y
+13.9%
Bank of India Mid & Small Cap Equity & Debt Reg Gr
₹40.48
1Y
+9.5%
3Y
+20.2%
5Y
+17.5%
Bandhan Aggr Hyb Fund Reg Gr
₹26.46
1Y
+6.7%
3Y
+14.4%
5Y
+12.8%
HSBC Aggressive Hybrid Fund Reg Gr
₹55.96
1Y
+6.5%
3Y
+13.9%
5Y
+11.4%
SBI Equity Hybrid Reg Gr
₹305.23
1Y
+4.3%
3Y
+13.6%
5Y
+11.8%
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