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Scheme Information
Kotak Aggressive Hybrid Reg Gr
as of 16 May 2026, 21:46 PM
Scheme Asset Size₹8641.94 Cr
Expense Ratio1.74%
Cash Holding9.98185%
Fund TypeOpen-End
PlanDividend
BenchmarkNIFTY 50 Hybrid Composite Debt 65:35 INR
Launch Date2014-11-03
Exit LoadExit load of 1.00% for investments if redeemed within 1 Years
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
3
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 2.27%
In the last 3 months -1.48%
In the last 6 months -1.55%
In the last 1 Years 5.41%
In the last 3 Years 0.48%
In the last 5 Years 0.84%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| Eternal Ltd | Consumer Cyclical | E | 3.81% |
| GE Vernova T&D India Ltd | Industrials | E | 3.48% |
| Bharti Airtel Ltd | Communication Services | E | 3.47% |
| Fortis Healthcare Ltd | Healthcare | E | 3.42% |
| HDFC Bank Ltd | Financial Services | E | 3.39% |
| State Bank of India | Financial Services | E | 3.09% |
| Cholamandalam Investment and Finance Co Ltd | Financial Services | E | 2.84% |
| UltraTech Cement Ltd | Basic Materials | E | 2.41% |
| Bajaj Finance Ltd | Financial Services | E | 2.16% |
| Power Finance Corp Ltd | Financial Services | E | 2.13% |
| Bharat Electronics Ltd | Industrials | E | 2.12% |
| 7.34% Govt Stock 2064 | - | BT | 2.08% |
| Shriram Finance Ltd | Financial Services | E | 1.99% |
| Infosys Ltd | Technology | E | 1.83% |
| Oracle Financial Services Software Ltd | Technology | E | 1.80% |
| Apar Industries Ltd | Industrials | E | 1.72% |
| Mphasis Ltd | Technology | E | 1.64% |
| ICICI Bank Ltd | Financial Services | E | 1.52% |
| Solar Industries India Ltd | Basic Materials | E | 1.34% |
| Century Plyboards (India) Ltd | Basic Materials | E | 1.26% |
| Avanti Feeds Ltd | Consumer Defensive | E | 1.25% |
| Jindal Steel Ltd | Basic Materials | E | 1.25% |
| 7.24% Govt Stock 2055 | - | BT | 1.22% |
| Techno Electric & Engineering Co Ltd | Industrials | E | 1.18% |
| Ipca Laboratories Ltd | Healthcare | E | 1.17% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Financial Services | E | 1.16% |
| SRF Ltd | Industrials | E | 1.14% |
| Union Bank of India | - | BD | 1.14% |
| Bank of Baroda | Financial Services | E | 1.09% |
| United Spirits Ltd | Consumer Defensive | E | 1.08% |
| Swiggy Ltd | Consumer Cyclical | E | 1.06% |
| BSE Ltd | Financial Services | E | 1.05% |
| Tata Power Co Ltd | Utilities | E | 1.03% |
| 6.9% Govt Stock 2065 | - | BT | 1.01% |
| LG Electronics India Ltd | Technology | E | 1.00% |
| Havells India Ltd | Industrials | E | 1.00% |
| Poonawalla Fincorp Ltd | Financial Services | E | 0.98% |
| Bank of Maharashtra | Financial Services | E | 0.96% |
| Sun Pharmaceuticals Industries Ltd | Healthcare | E | 0.94% |
| PI Industries Ltd | Basic Materials | E | 0.94% |
| Reliance Industries Ltd | Energy | E | 0.89% |
| UNO Minda Ltd | Consumer Cyclical | E | 0.89% |
| REC Ltd | Financial Services | E | 0.88% |
| Tamil Nadu (Government of) 0.0754% | - | DS | 0.86% |
| ICICI Lombard General Insurance Co Ltd | Financial Services | E | 0.82% |
| NTPC Ltd | Utilities | E | 0.82% |
| JK Cement Ltd | Basic Materials | E | 0.82% |
| J.B. Chemicals & Pharmaceuticals Ltd | Healthcare | E | 0.78% |
| Indian Bank | Financial Services | E | 0.78% |
| Schaeffler India Ltd | Consumer Cyclical | E | 0.77% |
| Bharat Petroleum Corp Ltd | Energy | E | 0.75% |
| Polycab India Ltd | Industrials | E | 0.74% |
| Karnataka (Government of) 0.0758% | - | DS | 0.74% |
| Prudent Corporate Advisory Services Ltd | Financial Services | E | 0.74% |
| Vishal Mega Mart Ltd | Consumer Cyclical | E | 0.73% |
| Deepak Nitrite Ltd | Basic Materials | E | 0.72% |
| Tata Capital Ltd | Financial Services | E | 0.61% |
| Nuvama Wealth Management Ltd | Financial Services | E | 0.61% |
| Oberoi Realty Ltd | Real Estate | E | 0.59% |
| Birlasoft Ltd | Technology | E | 0.58% |
| HDFC Bank Ltd. | - | B | 0.55% |
| Tech Mahindra Ltd | Technology | E | 0.54% |
| Max Healthcare Institute Ltd Ordinary Shares | Healthcare | E | 0.52% |
| MRF Ltd | Consumer Cyclical | E | 0.50% |
| Rec Limited | - | B | 0.46% |
| Uttar Pradesh (Government of) 0.0762% | - | DS | 0.34% |
| VST Tillers Tractors Ltd | Industrials | E | 0.33% |
| Andhra Pradesh State Beverages Corporation Limited | - | B | 0.32% |
| Small Industries Development Bank Of India | - | B | 0.30% |
| Power Finance Corporation Limited | - | B | 0.29% |
| Karnataka (Government of) 0.0719% | - | DS | 0.28% |
| 6.79% Govt Stock 2034 | - | BT | 0.23% |
| Indian Bank | - | BD | 0.21% |
| Telangana State Industrial Infrastructure Corporation Limited | - | B | 0.20% |
| Gs22oct2038c | - | BT | 0.14% |
| Gs15oct2038c | - | BT | 0.14% |
| Andhra Pradesh State Beverages Corporation Limited | - | B | 0.13% |
| Andhra Pradesh State Beverages Corporation Limited | - | B | 0.13% |
| 7.21% Karnataka Sdl 2032 | - | BT | 0.11% |
| 7.3% Govt Stock 2053 | - | BT | 0.11% |
| Andhra Pradesh State Beverages Corporation Limited | - | B | 0.09% |
| Gs15apr2036c | - | BT | 0.08% |
| Aditya Birla Capital Limited | - | B | 0.08% |
| Andhra Pradesh State Beverages Corporation Limited | - | B | 0.07% |
| Power Finance Corporation Limited | - | B | 0.07% |
| Gs25nov2043c | - | BT | 0.06% |
| 8.15% Tamilnadu SDL 2028 | - | BT | 0.06% |
| 8.0% Kerala SDL 2028 | - | BT | 0.06% |
| 7.67% Punjab SDL 2027 | - | BT | 0.06% |
| 7.62% Haryana Sgs 2031 | - | BT | 0.06% |
| 8.01% Tamilnadu SDL 2026 | - | BT | 0.06% |
| Gs22oct2036c | - | BT | 0.06% |
| 6.48% Govt Stock 2035 | - | BT | 0.05% |
| Gs22oct2039c | - | BT | 0.04% |
| 7.26% Govt Stock 2033 | - | BT | 0.03% |
| Gs19jun2036c | - | BT | 0.03% |
| 7.71% Gujarat Sgs 2033 | - | BT | 0.02% |
| 7.39% Tamilnadu Sgs 2033 | - | BT | 0.02% |
| Gs22apr2041c | - | BT | 0.02% |
| Gs22apr2042c | - | BT | 0.02% |
| 7.78% Rajasthan Sgs 2033 | - | BT | 0.02% |
| 7.71% Andhra Sgs 2033 | - | BT | 0.02% |
| 6.91% Rajasthan Sdl 2031 | - | BT | 0.01132% |
| 7.09% Govt Stock 2074 | - | BT | 0.00695% |
| Power Finance Corporation Limited | - | B | 0.00349% |
| 7.79% Andhra Sdl 2031 | - | BT | 0.00339% |
| 6.67% Govt Stock 2050 | - | BT | 0.00001% |
| 08.19 RJ UDAY 2026 | - | BD | 0% |
| Triparty Repo | - | CR | 5.31% |
| HDFC Bank Limited | - | CD | 1.73% |
| Net Current Assets/(Liabilities) | - | C | 0.87% |
| Bahadur Chand Investments Private Limited | - | CP | 0.55% |
| Canara Bank | - | CD | 0.17% |
| Sundaram Finance Limited | - | CP | 0.16% |
| Mahindra & Mahindra Ltd | - | E | - |
| Wipro Ltd | - | E | - |
| Mahindra Lifespace Developers Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
79.1%
Debt
10.92%
Cash
9.98%
Equity sector allocation
Loading chart…
Basic Materials
8.72%
Communication Services
3.47%
Consumer Cyclical
7.75%
Consumer Defensive
2.33%
Energy
1.64%
Financial Services
26.79%
Healthcare
6.84%
Industrials
11.71%
Real Estate
0.59%
Technology
7.39%
Utilities
1.85%
Others
20.92%
Fund House Contact Details
Websitewww.kotakmf.com
Phone+91 22 61152100
Kotak Mahindra Asset Management Co Ltd
Asset Management Company
Funds in this Category
ICICI Pru Ret Pure Eq Plan Reg Gr
Allocation
Min. Investment
₹5000
Category Returns
19.19%
23.85%
3Y Returns
+23.85%
ICICI Pru Ret Pure Eq Plan Reg IDCW-P
Allocation
Min. Investment
₹5000
Category Returns
19.19%
23.85%
3Y Returns
+23.85%
Quant Multi Asset Allocation Gr
Allocation
Min. Investment
₹5000
Category Returns
19.19%
23.85%
3Y Returns
+23.52%
About Kotak Aggressive Hybrid Reg Gr
Investment Objective of the Scheme
Investment objective of the scheme is to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized.
Key Features of The Fund
5-year return
+13.02%
Fund Manager
Abhishek Bisen
Risk Profile
Very High Risk
Expense Ratio
1.74%
Fund Size
₹8641.94 Cr
FAQ's
What has been the returns generated by Kotak Aggressive Hybrid Reg Gr over different time periods?
The Kotak Aggressive Hybrid Reg Gr has given returns
1-Year
5.41
3-Year
13.95
5-Year
13.02
What is the expense ratio of Kotak Aggressive Hybrid Reg Gr?
The expense ratio of Kotak Aggressive Hybrid Reg Gr is 1.74%.
What is the AUM (Assets Under Management) of Kotak Aggressive Hybrid Reg Gr?
The AUM, short for Assets Under Management of Kotak Aggressive Hybrid Reg Gr is ₹8641.94 Cr as of 11 Jul 4708.
What are the top stock holdings of Kotak Aggressive Hybrid Reg Gr?
The Kotak Aggressive Hybrid Reg Gr has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| Eternal Ltd | 3.81% |
| GE Vernova T&D India Ltd | 3.48% |
| Bharti Airtel Ltd | 3.47% |
| Fortis Healthcare Ltd | 3.42% |
| HDFC Bank Ltd | 3.39% |
| State Bank of India | 3.09% |
| Cholamandalam Investment and Finance Co Ltd | 2.84% |
| UltraTech Cement Ltd | 2.41% |
| Bajaj Finance Ltd | 2.16% |
| Power Finance Corp Ltd | 2.13% |
| Bharat Electronics Ltd | 2.12% |
| 7.34% Govt Stock 2064 | 2.08% |
| Shriram Finance Ltd | 1.99% |
| Infosys Ltd | 1.83% |
| Oracle Financial Services Software Ltd | 1.80% |
| Apar Industries Ltd | 1.72% |
| Mphasis Ltd | 1.64% |
| ICICI Bank Ltd | 1.52% |
| Solar Industries India Ltd | 1.34% |
| Century Plyboards (India) Ltd | 1.26% |
| Avanti Feeds Ltd | 1.25% |
| Jindal Steel Ltd | 1.25% |
| 7.24% Govt Stock 2055 | 1.22% |
| Techno Electric & Engineering Co Ltd | 1.18% |
| Ipca Laboratories Ltd | 1.17% |
| Nippon Life India Asset Management Ltd Ordinary Shares | 1.16% |
| SRF Ltd | 1.14% |
| Union Bank of India | 1.14% |
| Bank of Baroda | 1.09% |
| United Spirits Ltd | 1.08% |
| Swiggy Ltd | 1.06% |
| BSE Ltd | 1.05% |
| Tata Power Co Ltd | 1.03% |
| 6.9% Govt Stock 2065 | 1.01% |
| LG Electronics India Ltd | 1.00% |
| Havells India Ltd | 1.00% |
| Poonawalla Fincorp Ltd | 0.98% |
| Bank of Maharashtra | 0.96% |
| Sun Pharmaceuticals Industries Ltd | 0.94% |
| PI Industries Ltd | 0.94% |
| Reliance Industries Ltd | 0.89% |
| UNO Minda Ltd | 0.89% |
| REC Ltd | 0.88% |
| Tamil Nadu (Government of) 0.0754% | 0.86% |
| ICICI Lombard General Insurance Co Ltd | 0.82% |
| NTPC Ltd | 0.82% |
| JK Cement Ltd | 0.82% |
| J.B. Chemicals & Pharmaceuticals Ltd | 0.78% |
| Indian Bank | 0.78% |
| Schaeffler India Ltd | 0.77% |
| Bharat Petroleum Corp Ltd | 0.75% |
| Polycab India Ltd | 0.74% |
| Karnataka (Government of) 0.0758% | 0.74% |
| Prudent Corporate Advisory Services Ltd | 0.74% |
| Vishal Mega Mart Ltd | 0.73% |
| Deepak Nitrite Ltd | 0.72% |
| Tata Capital Ltd | 0.61% |
| Nuvama Wealth Management Ltd | 0.61% |
| Oberoi Realty Ltd | 0.59% |
| Birlasoft Ltd | 0.58% |
| HDFC Bank Ltd. | 0.55% |
| Tech Mahindra Ltd | 0.54% |
| Max Healthcare Institute Ltd Ordinary Shares | 0.52% |
| MRF Ltd | 0.50% |
| Rec Limited | 0.46% |
| Uttar Pradesh (Government of) 0.0762% | 0.34% |
| VST Tillers Tractors Ltd | 0.33% |
| Andhra Pradesh State Beverages Corporation Limited | 0.32% |
| Small Industries Development Bank Of India | 0.30% |
| Power Finance Corporation Limited | 0.29% |
| Karnataka (Government of) 0.0719% | 0.28% |
| 6.79% Govt Stock 2034 | 0.23% |
| Indian Bank | 0.21% |
| Telangana State Industrial Infrastructure Corporation Limited | 0.20% |
| Gs22oct2038c | 0.14% |
| Gs15oct2038c | 0.14% |
| Andhra Pradesh State Beverages Corporation Limited | 0.13% |
| Andhra Pradesh State Beverages Corporation Limited | 0.13% |
| 7.21% Karnataka Sdl 2032 | 0.11% |
| 7.3% Govt Stock 2053 | 0.11% |
| Andhra Pradesh State Beverages Corporation Limited | 0.09% |
| Gs15apr2036c | 0.08% |
| Aditya Birla Capital Limited | 0.08% |
| Andhra Pradesh State Beverages Corporation Limited | 0.07% |
| Power Finance Corporation Limited | 0.07% |
| Gs25nov2043c | 0.06% |
| 8.15% Tamilnadu SDL 2028 | 0.06% |
| 8.0% Kerala SDL 2028 | 0.06% |
| 7.67% Punjab SDL 2027 | 0.06% |
| 7.62% Haryana Sgs 2031 | 0.06% |
| 8.01% Tamilnadu SDL 2026 | 0.06% |
| Gs22oct2036c | 0.06% |
| 6.48% Govt Stock 2035 | 0.05% |
| Gs22oct2039c | 0.04% |
| 7.26% Govt Stock 2033 | 0.03% |
| Gs19jun2036c | 0.03% |
| 7.71% Gujarat Sgs 2033 | 0.02% |
| 7.39% Tamilnadu Sgs 2033 | 0.02% |
| Gs22apr2041c | 0.02% |
| Gs22apr2042c | 0.02% |
| 7.78% Rajasthan Sgs 2033 | 0.02% |
| 7.71% Andhra Sgs 2033 | 0.02% |
| 6.91% Rajasthan Sdl 2031 | 0.01% |
| 7.09% Govt Stock 2074 | 0.01% |
| Power Finance Corporation Limited | 0.00% |
| 7.79% Andhra Sdl 2031 | 0.00% |
| 6.67% Govt Stock 2050 | 0.00% |
| 08.19 RJ UDAY 2026 | 0.00% |
| Triparty Repo | 5.31% |
| HDFC Bank Limited | 1.73% |
| Net Current Assets/(Liabilities) | 0.87% |
| Bahadur Chand Investments Private Limited | 0.55% |
| Canara Bank | 0.17% |
| Sundaram Finance Limited | 0.16% |
| Mahindra & Mahindra Ltd | - |
| Wipro Ltd | - |
| Mahindra Lifespace Developers Ltd | - |
In which sectors has Kotak Aggressive Hybrid Reg Gr invested in?
The Kotak Aggressive Hybrid Reg Gr has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 8.72% |
| Communication Services | 3.47% |
| Consumer Cyclical | 7.75% |
| Consumer Defensive | 2.33% |
| Energy | 1.64% |
| Financial Services | 26.79% |
| Healthcare | 6.84% |
| Industrials | 11.71% |
| Real Estate | 0.59% |
| Technology | 7.39% |
| Utilities | 1.85% |
What is the risk level of Kotak Aggressive Hybrid Reg Gr?
This is a Aggressive Allocation fund comes with Very High Risk.
Who are the fund managers of Kotak Aggressive Hybrid Reg Gr?
Kotak Aggressive Hybrid Reg Gr fund managers are Abhishek Bisen, Atul Bhole.
Is there a minimum SIP amount to invest in Kotak Aggressive Hybrid Reg Gr?
The minimum SIP amount to start investment in Kotak Aggressive Hybrid Reg Gr is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in Kotak Aggressive Hybrid Reg Gr both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in Kotak Aggressive Hybrid Reg Gr on the basis of your investment objective and risk tolerance.
How to invest in Kotak Aggressive Hybrid Reg Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Kotak Aggressive Hybrid Reg Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Kotak Aggressive Hybrid Reg Gr.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Kotak Aggressive Hybrid Reg Gr?
The exit load of Kotak Aggressive Hybrid Reg Gr is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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