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3 Year return
20.34%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹7413.46 Cr.
Expense Ratio
0.48% (inclusive of GST)
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.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Top Holdings | % of Asset |
---|---|
Bharti Airtel Ltd | 4.79% |
HDFC Bank Ltd | 4.71% |
UltraTech Cement Ltd | 2.97% |
Fortis Healthcare Ltd | 2.91% |
NTPC Ltd | 2.70% |
Others | 81.92% |
Kotak Mahindra Mutual Fund Managers
AB
Atul Bhole
Fund Manager since Jan 2024
Fund House Details
Kotak Mahindra Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Bank of India Mid and Small Cap Equity and Debt Fund |
25.8597% |
3 |
JM Aggressive Hybrid Fund |
26.7216% |
3.5 |
Quant Aggressive Hybrid Fund |
19.1452% |
4 |
Schemes by Kotak Mahindra Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Kotak Aggressive Hybrid Fund Payout of IDCW Direct Payout
Hybrid . Aggressive Hybrid Fund
Kotak Aggressive Hybrid Fund Reinvestment of IDCW Direct Reinvestment
Hybrid . Aggressive Hybrid Fund
Kotak Aggressive Hybrid Fund Growth Direct
Hybrid . Arbitrage Fund
Kotak Arbitrage Fund Growth Direct
Hybrid . Arbitrage Fund
Kotak Arbitrage Fund Payout of IDCW Direct Payout
Key Features of The Fund
5-year return | 22.82% |
Expense Ratio | 0.48% |
Fund Manager | Atul Bhole |
Fund Size | ₹7413.46 Cr |
Risk Profile | Very High |
AMC Contact Details
Name | Kotak Mahindra Mutual Fund |
Launch Date | December 1998 |
Addresss | 2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051 |
Contact | 18003091490 044-40229101 |
mutual@kotak.com | |
Website | https://www.kotakmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Fast-Track Your Short-Term Goals With SIPs
FAQs
What is today's NAV of Kotak Aggressive Hybrid Fund?
What is the AUM of Kotak Aggressive Hybrid Fund?
What is the expense ratio of Kotak Aggressive Hybrid Fund?
What are the returns of Kotak Aggressive Hybrid Fund since inception?
What is the minimum SIP amount to invest in Kotak Aggressive Hybrid Fund?
How do I invest in Kotak Aggressive Hybrid Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Kotak Aggressive Hybrid Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Kotak Aggressive Hybrid Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Kotak Aggressive Hybrid Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
FAQs
What is today's NAV of Kotak Aggressive Hybrid Fund?
What is the AUM of Kotak Aggressive Hybrid Fund?
What is the expense ratio of Kotak Aggressive Hybrid Fund?
What are the returns of Kotak Aggressive Hybrid Fund since inception?
What is the minimum SIP amount to invest in Kotak Aggressive Hybrid Fund?
How do I invest in Kotak Aggressive Hybrid Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Kotak Aggressive Hybrid Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Kotak Aggressive Hybrid Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Kotak Aggressive Hybrid Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.