Our Opinion
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Clear AllValue Research Rating
Our Opinion
Riskometer
Very High
₹60.8550 1.25%
As on 18-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Kotak Aggressive Hybrid Fund - Regular Plan
|
|
|
Very High
|
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1.73 |
|
 |
|
Very High
|
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1.52 |
||
|
|
Very High
|
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1.75 |
||
|
|
Very High
|
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1.87 |
||
|
|
Very High
|
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1.83 |
₹8,653 Cr
1.00 (365)
100
1,000
100
1
About Kotak Aggressive Hybrid Fund - Regular Plan
Kotak Aggressive Hybrid Fund - Regular Plan is a hybrid mutual fund scheme of Kotak Mahindra Mutual Fund. Launched on November 25, 1999, it is currently managed by Abhishek Bisen and Atul Bhole. The fund has an expense ratio of 1.73% with an overall AUM (Assets Under Management) of ₹8,653 Cr.
Kotak Equity Hybrid Fund - Regular Plan invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds. The fund allows minimum lumpsum investment of ₹100 and minimum SIP of ₹100.
Investment Strategy
The Scheme seeks to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments.
Suitability
Aggressive Hybrid funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Kotak Aggressive Hybrid Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Kotak Aggressive Hybrid Fund - Regular Plan can be bought from the Kotak Mahindra Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Kotak Aggressive Hybrid Fund - Regular Plan, is ₹60.8550 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.34 22/04/2064 |
2.75
|
|
GOI Sec 7.24 18/08/2055 |
1.88
|
|
GOI Sec 7.30 19/06/2053 |
1.72
|
|
HDFC Bank Ltd CD 04/06/2026 |
1.70
|
|
Punjab National Bank CD 20/03/2026 |
1.15
|
Over the past five years, Kotak Aggressive Hybrid Fund - Regular Plan has delivered an annualised return of 12.75% as of 19-Mar-2026.
The minimum investment required to start investing in Kotak Aggressive Hybrid Fund - Regular Plan is ₹100 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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