kotak-equity-hybrid-fund-direct-g

Kotak Aggressive Hybrid Fund - Direct (G)

  1. Equity
  2. Growth
  • NAV as on Jul 02, 2025 ₹73.61
  • Total Returns 14.15% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
kotak-equity-hybrid-fund-direct-g

Overview of Kotak Aggressive Hybrid Fund - Direct (G)

  • Fund House
    Kotak Aggressive Hybrid
  • Fund Size
    ₹7,413 Cr
  • Expense Ratio
    0.48%
  • Benchmark
    NIFTY 50 Hybrid Composite Debt 65:35 Index
  • Risk Level
    Very High
  • Inception Date
    Nov 03, 2014
  • Lock-in period
    0
  • Exit Load
    For redemption/switch out of upto 8% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹100
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Kotak Aggressive Hybrid Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Kotak Aggressive Hybrid Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 3.51%
  • 11.5%
  • 3.02%
  • 7.67%
  • 20.35%
  • 23.04%

Category Average

  • 2.82%
  • 9.65%
  • 4.33%
  • 6.34%
  • 18.76%
  • 19.93%

Fund Asset Allocation

Top holdings

Top Sectors

  • Debt
    22.91%
  • IT-Software
    11.51%
  • Finance
    7.77%
  • Banks
    6.2%
  • Telecom-Services
    4.62%
  • Pharmaceuticals & Biotech
    4.22%

More about Kotak Aggressive Hybrid Fund - Direct (G)

Kotak Aggressive Hybrid Fund - Direct (G) is a mutual fund under the Growth category, managed by Kotak Mahindra Mutual Fund. It was launched on 05 Aug 1994, and has been active for over 31 years. As of 31 Mar 2025 the fund manages assets worth ₹7,413 Crores. The expense ratio is 0.48%.

This fund generated returns of 7.67% in the last 1 year. Since its inception, it has provided an average annual return of 14.15%.

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 GSEC2064, Bharti Airtel, HDFC Bank, GSEC2053 and Net CA & Others.

Fund Managers

  • Atul Bhole
  • Abhishek Bisen

Investment Objective

To achieve growth by investing in equity & equity related instruments, balanced with income generation by investing in debt & money market instruments.

kotak-equity-hybrid-fund-direct-g

Frequently Asked Questions about Kotak Aggressive Hybrid Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Growth funds carry higher risk since they invest in stocks expected to grow quickly, which can be volatile.

  2. Should I invest in {{fund_type}}?

    Yes, if you are looking for long-term capital appreciation and can handle short-term market ups and downs.

  3. How long should I stay invested in {{fund_type}}?

    It’s recommended to hold growth funds for at least five years to benefit from potential growth.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, you can, but long-term holding is advised for best results.

  5. What are the expenses involved in {{fund_type}}?

    Growth funds usually have moderate to high expense ratios, around 1% to 2%, due to active management.

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