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Kotak Aggressive Hybrid Fund(G)-Direct Plan

Kotak Aggressive Hybrid Fund(G)-Direct Plan

Hybrid•Direct Growth•High Risk

+10.25%

5Y annualised

HybridDirect GrowthHigh Risk

+10.25%

5Y annualised

-1.08% 1D

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NAV : 23 Oct 2026

₹72.31

Min. SIP amount

₹100

Fund size (AUM)

9040 Cr

Expense ratio

0.48%

Launched on

03 Nov 2014

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

NAV : 23 Oct 2026

₹72.31

Min. SIP amount

₹100

Fund size (AUM)

9040 Cr

Expense ratio

0.48%

Launched on

03 Nov 2014

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

₹8,000

3M6M1Y3Y

Total investment

₹2,88,000

Would've become

₹3,43,623

Over the pastTotal investmentWould've becomeHistoric returnsReturns

3 months₹24,000₹24,451

+1.88%

6 months₹48,000₹49,593

+3.32%

1 year₹96,000₹1,02,030

+6.28%

3 years₹2,88,000₹3,43,623

+19.31%

Stock Allocation

Stock nameSectorAllocation

Triparty RepoCash & Cash Equivalents And Net Assets7.83%

Eternal LimitedRetailing3.25%

Icici Bank Ltd.Bank2.98%

Fund Composition

₹9040 Cr

Large Cap

36.17%

Mid Cap

28.48%

Small Cap

7.25%

Others

28.10%

Sector Allocation

₹9040 Cr

Finance

13.17%

Cash & Cash Equivalents And Net Assets

11.64%

Bank

11.18%

Domestic Equities

8.69%

Healthcare

8.27%

Government Securities

5.95%

5.03%

Capital Goods

4.72%

Others

31.36%

Minimum investments

Min. for SIP₹100

Min. for Lumpsum--

Min. for SIP₹100

Min. for Lumpsum--

Returns vs rankings

Absolute returns

Name1Y3Y5Y

Fund returns------

Rank (Balanced)

Exit load, stamp duty and tax

Exit load

Nil upto 8% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

Atul Bhole

Present

Abhishek Bisen

Present

Similar/Peer Fund Comparison

Name1Y3Y5Y

Bank of India Aggressive Hybrid Fund(G)-Direct Plan

+6.35%+15.10%+13.12%

HSBC Income Plus Arbitrage Active FOF(G)-Direct Plan

+4.59%+7.49%+6.13%

Navi Aggressive Hybrid Fund(G)-Direct Plan

+3.26%+11.76%+10.11%

HSBC Multi Asset Active FOF(G)-Direct Plan

+2.67%+13.40%+10.16%

HSBC Aggressive Hybrid Active FOF(G)-Direct Plan

-0.44%+11.00%+8.86%

Bandhan Aggressive Hybrid Fund(G)-Direct Plan

-0.50%+13.36%+10.16%

Quant Aggressive Hybrid Fund(G)-Direct Plan

-0.70%+12.47%+10.84%

HSBC Aggressive Hybrid Fund(G)-Direct Plan

-2.79%+11.57%+9.24%

Fund name

Bank of India Aggressive Hybrid Fund(G)-Direct Plan

+15.10%

HSBC Income Plus Arbitrage Active FOF(G)-Direct Plan

+7.49%

Navi Aggressive Hybrid Fund(G)-Direct Plan

+11.76%

HSBC Multi Asset Active FOF(G)-Direct Plan

+13.40%

HSBC Aggressive Hybrid Active FOF(G)-Direct Plan

+11.00%

Bandhan Aggressive Hybrid Fund(G)-Direct Plan

+13.36%

Quant Aggressive Hybrid Fund(G)-Direct Plan

+12.47%

HSBC Aggressive Hybrid Fund(G)-Direct Plan

+11.57%

Uniapps Investment Adviser Pvt Ltd
Investment Adviser
SEBI Registration Number — INA000017639
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Company Address: Registered Address: Ground Floor, Unitech Commercial Tower 2, Block B, Greenwood City, Unit 1-3, Sector 45, Gurugram, Haryana 122003

Write to us : support@univest.in, compliance@univest.in

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FAQs

Kotak Aggressive Hybrid Fund(G)-Direct Plan is a part of Kotak Mahindra Asset Management Company Limited, it was incepted on 03 Nov 2014. This fund is managed by Atul Bhole and Abhishek Bisen. It is a Hybrid type of fund.

The current NAV of Kotak Aggressive Hybrid Fund(G)-Direct Plan is ₹72.31 (as of 23 Oct 2026).

Kotak Aggressive Hybrid Fund(G)-Direct Plan has delivered -4.33% in 1 year, 11.20% in 3 years, and 10.25% in 5 years (annualised).

The minimum SIP amount for Kotak Aggressive Hybrid Fund(G)-Direct Plan is ₹100.

The expense ratio of Kotak Aggressive Hybrid Fund(G)-Direct Plan is 0.48%.

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Kotak Aggressive Hybrid Fund(G)-Direct Plan

SIP Calculator + Returns

Stock Allocation

Fund Composition

Sector Allocation

Minimum investments

Returns vs rankings

Exit load, stamp duty and tax

Fund management

Similar/Peer Fund Comparison

About this fund

FAQs

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