Sandbox
Kotak Aggressive Hybrid Fund - Regular Plan -Growth
Category: Hybrid: Aggressive
Launch Date: 25-11-1999
AUM:
₹ 8,457.58 Cr
Expense Ratio
1.73%
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 Index
ISIN
INF174K01E92
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM 1 Mr. Atul Bhole, FM 2 Mr. Abhishek Bisen
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Aggressive Hybrid Fund - Regular Plan -Growth | 0.71 | 14.27 | 15.9 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
63.235
Last change
-0.01 (-0.0079%)
Fund Size (AUM)
₹ 8,457.58 Cr
Performance
12.13% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The 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.
Fund Manager
FM 1 Mr. Atul Bhole, FM 2 Mr. Abhishek Bisen
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.57 |
| Central Government - 2064 | 3.92 |
| FORTIS HEALTHCARE LIMITED. EQ | 3.64 |
| ZOMATO LIMITED EQ | 3.53 |
| Central Government - 2053 | 3.12 |
| Bajaj Finance Limited | 3.09 |
| Central Government - 2065 | 2.9 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 2.68 |
| Triparty Repo | 2.66 |
| CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- | 2.6 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.22 |
| Information Technology | 8.36 |
| Capital Goods | 7.19 |
| Healthcare | 7.03 |
| Consumer Services | 5.1 |
| Chemicals | 4.24 |
| Construction Materials | 3.55 |
| Consumer Durables | 3.53 |
| Telecommunication | 3.02 |
| Fast Moving Consumer Goods | 2.95 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Aggressive Hybrid Fund Reg Gr | 15.9 |
| ICICI Pru Equity & Debt Gr | 21.87 |
| SBI Equity Hybrid Reg Gr | 13.93 |
| quant Aggressive Hybrid Fund Gr Reg Plan | 19.09 |
| Mirae Asset Aggressive Hybrid Reg Gr | 13.67 |
| Bandhan Aggr Hyb Fund Reg Gr | 15.55 |
| DSP Aggressive Hybrid Fund Reg Gr | 14.21 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 17.42 |
| Edelweiss Aggr Hybrid Plan B Gr | 16.87 |
| Edelweiss Aggr Hybrid Reg Gr | 16.82 |