Kotak Aggressive Hybrid Fund Direct Growth

Direct Plan · GrowthAggressive HybridKotak Mahindra Mutual Fund

₹75.173

+0.62% 1D · NAV as of 5 Oct 2026

Fund size: ₹8,650 Cr
Launched: 7 Nov 2014
Volatility (3Y): 11.8%
Worst fall (5Y): -14.6%

Featured in: Top Aggressive Hybrid Funds

NAV history

+70.18% over 5Y

Oct 2021Low ₹42.14 · High ₹78.591Oct 2026

Returns

Period	Return	Type
1 month	-3.55%	Absolute
6 months	+8.68%	Absolute
1 year	+0.96%	CAGR
3 years	+12.21%	CAGR
5 years	+11.27%	CAGR
10 years	+12.93%	CAGR
Since launch	+12.75%	CAGR · from 7 Nov 2014

CAGR = annualised return. Periods under a year are absolute. Returns are NAV-based and before any exit load or tax.

If you had started a ₹10,000 SIP

3 years ago

Invested: ₹3,60,000
Value today: ₹3,93,878
XIRR: +6.22%

5 years ago

Invested: ₹6,00,000
Value today: ₹7,80,417
XIRR: +10.76%

Assumes ₹10,000 invested on the first NAV date of every month. Try your own numbers in the SIP calculator.

Top holdings

As of Aug 2026 · 110 holdings · top 10 = 27.9%

Company	Sector	Weight
ICICI Bank	Financial Services	3.33%
Eternal	Consumer Discretionary	3.23%
Fortis Healthcare	Healthcare	3.11%
Bharti Airtel	Telecom	3.09%
State Bank of India	Financial Services	3.07%
Cholamandalam Investment and Finance Company	Financial Services	2.78%
Shriram Finance	Financial Services	2.78%
HDFC Bank	Financial Services	2.42%
Bharat Electronics	Industrials	2.11%
Bajaj Finance	Financial Services	1.97%
Government Securities	Debt	1.94%
Indian Bank	Financial Services	1.82%
GE Vernova T&D India	Industrials	1.78%
Infosys	IT	1.62%
Mphasis	IT	1.62%

Sector mix

Financial Services27.7%

Debt14.7%

Healthcare9.8%

Consumer Discretionary9.2%

Industrials8.1%

Materials5.8%

IT5.5%

Telecom3.1%

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About this fund

Formerly Kotak Equity Hybrid Fund. An aggressive hybrid fund keeps 65–80% in equities and 20–35% in debt, cushioning some equity volatility.

SEBI category: Hybrid Scheme - Aggressive Hybrid Fund · ISIN INF174K01F00

Other aggressive hybrid funds

ICICI Prudential Aggressive Hybrid Fund+12.42% 3Y MAMirae Asset Aggressive Hybrid Fund+10.53% 3Y

UTI Aggressive Hybrid Fund+9.80% 3Y

Nippon India Aggressive Hybrid Fund+9.73% 3Y EEdelweiss Aggressive Hybrid Fund+12.31% 3Y MMMahindra Manulife Aggressive Hybrid Fund+10.74% 3Y

quant Aggressive Hybrid Fund+13.11% 3Y BBandhan Aggressive Hybrid Fund+13.68% 3Y

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Is this fund right for you?

Past returns are one input. Whether a fund fits depends on your goals, horizon, taxes and what you already hold. Sulekha Sen reviews that with you — fee-only.

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Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data: AMFI, via the open TigZig MF NAV API, as of 5 Oct 2026. Fund size: AMFI quarterly average AUM. Holdings: each AMC’s SEBI-mandated monthly portfolio disclosure. Shown for information only — not a recommendation to buy, sell or hold any scheme.