Kotak Mutual Fund · Direct Growth · SEBI Category: Aggressive Hybrid
Kotak Aggressive Hybrid Fund is managed by Kotak Mahindra Mutual Fund — one of India's most respected private sector fund houses backed by the Kotak Mahindra Group. The fund invests 65-80% in quality large cap and mid cap equity with the remaining 20-35% in high-quality debt instruments. Kotak MF's conservative investment culture is reflected in both the equity and debt sleeves — quality and risk management are prioritised over aggressive positioning.
The fund benefits from Kotak MF's complementary specialist management — Harish Krishnan's equity expertise combined with Abhishek Bisen's fixed income depth. The equity component focuses on quality businesses with sustainable earnings growth while the debt component maintains short to medium duration with AAA and AA+ credit quality. This disciplined approach has delivered consistent performance across market cycles.
Harish Krishnan manages the equity component of Kotak Aggressive Hybrid Fund applying a growth-at-reasonable-price philosophy to the 65-80% equity allocation. Abhishek Bisen, Head of Fixed Income at Kotak MF, manages the 20-35% debt sleeve with a conservative, high-credit-quality approach. Their complementary expertise ensures both sleeves are managed by specialists.
For current co-manager details and full biography, refer to the latest Kotak Mutual Fund factsheet on AMFI or the AMC website.
Informational points to help you form your own view — not judgements or recommendations.
Live data. Current fund highlighted. Click any fund name for full analysis.
| Fund | NAV | AAUM | 1Y Return | 3Y CAGR | 5Y CAGR | Sharpe (3Y) |
|---|---|---|---|---|---|---|
| DSP Aggressive Hybrid Fund | ₹384.44 | ₹10.4K Cr Jan–Mar 2026 | -4.1% | +12.6% p.a. | +10.7% p.a. | 0.77 |
| Kotak Aggressive Hybrid Fund ▲ | ₹74.24 | ₹8.1K Cr Jan–Mar 2026 | +4.1% | +14.5% p.a. | +13.2% p.a. | 0.80 |
| UTI Aggressive Hybrid Fund | ₹425.84 | ₹5.2K Cr Jan–Mar 2026 | -0.5% | +13.4% p.a. | +12.9% p.a. | 0.83 |
| Nippon India Aggressive Hybrid Fund | ₹116.94 | ₹3.6K Cr Jan–Mar 2026 | +1.0% | +12.9% p.a. | +12.4% p.a. | 0.73 |
| Tata Aggressive Hybrid Fund | ₹480.67 | ₹3.4K Cr Jan–Mar 2026 | -0.3% | +9.5% p.a. | +10.3% p.a. | 0.39 |
Calculated from 2,565 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.
1M / 3M / 6M / 1Y — simple point-to-point return · 3Y / 5Y / 10Y — CAGR (compounded annual growth rate)
Based on all rolling windows in full NAV history. Dates show the start and end of each period.
Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.
Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →
How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.
Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.
Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →
Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.
See how Kotak Aggressive Hybrid Fund ranks against other Aggressive Hybrid funds on returns, drawdown, Sharpe ratio and AAUM — side by side.
New fund analysis, articles and market insights — no spam, no selling. Unsubscribe anytime.
Found this useful? Share it
Found an error? Have a suggestion? We read every response.