Investment type
Kotak Aggressive Hybrid Fund - Direct (G) is a mutual fund under the Balanced category, managed by Kotak Mahindra Mutual Fund. It was launched on 05 Aug 1994, and has been active for over 31 years. As of 30 Jun 2025 the fund manages assets worth ₹7,808 Crores. The expense ratio is 0.47%.
This fund generated returns of 5.56% in the last 1 year. Since its inception, it has provided an average annual return of 14.05%.
The fund's investments are mainly concentrated in sectors like Debt, IT-Software, Finance, Banks and Telecom-Services.
The top five holdings in this fund include prominent companies such as Bharti Airtel, GSEC2064, HDFC Bank, GSEC2053 and TREPS.
To achieve growth by investing in equity & equity related instruments, balanced with income generation by investing in debt & money market instruments.
Balanced funds have moderate risk as they invest in both stocks and bonds, providing a mix of growth and stability.
Yes, if you seek a balanced approach with a mix of growth potential and income.
Medium to long-term holding (3 to 5 years) is recommended to balance growth and income.
Yes, but for steady returns, holding for a few years is best.
Expense ratios typically range from 1% to 1.5%, depending on the fund's mix.
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