
Kotak Aggressive Hybrid Fund(G)-Direct Plan
+12.53%
5Y annualised
+12.53%
5Y annualised
+0.36% 1D
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Buy, Hold or Sell?
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NAV : 10 Sep 2026
₹77.73
Min. SIP amount
₹100
Fund size (AUM)
9204 Cr
Expense ratio
0.48%
Launched on
03 Nov 2014
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 10 Sep 2026
₹77.73
Min. SIP amount
₹100
Fund size (AUM)
9204 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
Stock Allocation
Fund Composition
Large Cap
44.03%
Mid Cap
27.44%
Small Cap
6.93%
Others
21.60%
Sector Allocation
Finance
15.31%
Bank
12.60%
Healthcare
8.32%
Government Securities
7.65%
Capital Goods
5.91%
Retailing
5.43%
It
5.41%
Certificate Of Deposit
5.14%
Others
34.21%
Minimum investments
Returns vs rankings
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
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FAQs
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