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Fund Category Aggressive Hybrid
3 Morning Star
4 Value Research
NAV( 16 Mar 2026)
Min SIP amount
Min Lumpsum
Lock In
Expense ratio
Exit load
Fund size
Plan
Launch date
Fund type
Fund benchmark
ISIN
| Company | Allocation % |
|---|---|
| GOI Sec 22/10/2039 | 0.04% |
| GOI Sec 7.09 25/11/2074 | 0.01% |
| GOI Sec 6.67 17/12/2050 | 0.0% |
| GOI Sec 25/11/2043 | 0.06% |
| GOI Sec 7.26 06/02/2033 | 0.04% |
| GOI Sec 6.90 15/04/2065 | 1.05% |
| GOI Sec 7.30 19/06/2053 | 1.72% |
| GOI Sec 7.34 22/04/2064 | 2.75% |
| GOI Sec 15/04/2036 | 0.09% |
| GOI Sec 6.48 06/10/2035 | 0.06% |
| GOI Sec 15/10/2038 | 0.14% |
| GOI Sec 22/04/2042 | 0.02% |
| Tamilnadu State SDL 8.01 11/05/2026 | 0.06% |
| Tamilnadu State SDL 7.39 26/07/2033 | 0.02% |
| Kerala State SDL 11/04/2028 | 0.06% |
| Tamilnadu State SDL 8.15 09/05/2028 | 0.06% |
| Rajasthan State SDL 6.91 01/09/2031 | 0.01% |
| Karnataka State SDL 7.21 02/02/2032 | 0.12% |
| Nippon Life India Asset Management Ltd | 0.96% |
| Polycab India Ltd | 0.78% |
| NTPC Ltd | 0.78% |
| Power Finance Corporation Ltd SR-103 Bonds 8.94 25/03/2028 | 0.07% |
| REC Ltd SR 239 Bonds 03/11/2034 | 0.57% |
| Andhra Pradesh State Beverages Corporation Ltd SR IV C Bonds 9.15 30/11/2028 | 0.13% |
| Andhra Pradesh State Beverages Corporation Ltd SR IV A Bonds 9.15 18/12/2026 | 0.31% |
| Andhra Pradesh State Beverages Corporation Ltd SR IV B Bonds 9.15 30/11/2027 | 0.13% |
| Andhra Pradesh State Beverages Corporation Ltd SR IV E Bonds 9.15 29/11/2030 | 0.09% |
| Andhra Pradesh State Beverages Corporation Ltd SR IV D Bonds 9.15 30/11/2029 | 0.07% |
| Andhra Pradesh State Beverages Corporation Ltd SR IV F Bonds 9.15 28/11/2031 | 0.09% |
| Power Finance Corporation Ltd SR-172 NCD 7.74 29/01/2028 | 0.0% |
| Tamilnadu State SDL 7.54 11/02/2036 | 0.88% |
| Rajasthan State SDL 8.19 23/06/2026 | 0.0% |
| Rajasthan State SDL 7.78 29/03/2033 | 0.02% |
| Gujarat State SDL 7.71 01/03/2033 | 0.02% |
| Andhra Pradesh State SDL 7.71 22/02/2033 | 0.02% |
| Haryana State SDL 7.62 04/01/2031 | 0.06% |
| Punjab State SDL 7.67 29/11/2027 | 0.06% |
| Karnataka State SDL 7.19 11/08/2032 | 0.29% |
| Punjab National Bank CD 20/03/2026 | 1.15% |
| Techno Electric & Engineering Company Ltd | 1.08% |
| LG Electronics India Ltd Equity | 1.0% |
| Birlasoft Ltd | 0.62% |
| MRF Ltd | 0.54% |
| Power Finance Corporation Ltd | 1.96% |
| Shriram Finance Ltd | 1.56% |
| Brookfield India Real Estate Trust REIT REITs | 0.09% |
| Mahindra Lifespace Developers Ltd | 0.59% |
| Sun Pharmaceutical Industries Ltd | 0.9% |
| BSE Ltd | 0.78% |
| Ipca Laboratories Ltd | 1.16% |
| Eternal Ltd | 2.66% |
| Oracle Financial Services Software Ltd | 1.28% |
| PI Industries Ltd | 0.96% |
| UNO Minda Ltd | 0.95% |
| Prudent Corporate Advisory Services Ltd | 0.61% |
| Swiggy Ltd | 1.08% |
| Repo | 3.42% |
| Reverse Repo | 1.44% |
| Jindal Steel Ltd | 1.27% |
| JK Cement Ltd | 0.87% |
| HDFC Bank Ltd CD 04/06/2026 | 1.7% |
| Mindspace Business Parks REIT REITs | 0.2% |
| Max Healthcare Institute Ltd | 0.58% |
| GOI Sec 22/10/2038 | 0.14% |
| GOI Sec 6.79 07/10/2034 | 0.23% |
| GOI Sec 7.24 18/08/2055 | 1.88% |
| GOI Sec 19/06/2036 | 0.03% |
| GOI Sec 22/04/2041 | 0.02% |
| GOI Sec 22/10/2036 | 0.06% |
| Andhra Pradesh State SDL 7.79 27/07/2031 | 0.0% |
| Vishal Mega Mart Ltd | 0.56% |
| Net Current Assets | 0.05% |
| Nuvama Wealth Management Ltd | 0.57% |
| ICICI Lombard General Insurance Company Ltd | 0.88% |
| United Spirits Ltd | 1.12% |
| Bajaj Finance Ltd | 2.87% |
| Indian Bank | 0.91% |
| Bharat Electronics Ltd | 2.19% |
| Havells India Ltd | 1.12% |
| Indian Overseas Bank CD 25/03/2026 | 0.29% |
| Bank Of Baroda | 1.33% |
| Mahindra & Mahindra Ltd | 1.06% |
| Bharti Airtel Ltd | 3.24% |
| Infosys Ltd | 1.78% |
| Oberoi Realty Ltd | 0.41% |
| SRF Ltd | 1.16% |
| Tech Mahindra Ltd | 0.5% |
| Schaeffler India Ltd | 0.71% |
| Birla Group Holdings Pvt. Ltd CP 357-D 12/03/2026 | 0.58% |
| State Bank of India | 3.33% |
| Ultratech Cement Ltd | 2.63% |
| Avanti Feeds Ltd | 1.09% |
| Bharat Petroleum Corporation Ltd | 0.82% |
| Bank of Maharashtra | 0.74% |
| Cholamandalam Investment & Finance Company Ltd | 3.14% |
| ICICI Bank Ltd | 1.98% |
| Apar Industries Ltd | 1.55% |
| Wipro Ltd | 0.8% |
| Small Industries Devp. Bank of India Ltd SR VI Debenture 7.79 14/05/2027 | 0.3% |
| Reliance Industries Ltd | 0.47% |
| GE Vernova T&D India Ltd | 4.08% |
| JB Chemicals & Pharmaceuticals Ltd | 0.79% |
| Tata Capital Ltd | 0.61% |
| Deepak Nitrite Ltd | 0.63% |
| REC Ltd | 0.87% |
| VST Tillers Tractors Ltd | 0.36% |
| Solar Industries India Ltd | 1.17% |
| Century Plyboards (India) Ltd | 1.16% |
| Fortis Healthcare Ltd | 3.49% |
| HDFC Bank Ltd | 3.99% |
| Mphasis Ltd | 1.65% |
| Aditya Birla Finance Ltd SR I 8 Debenture 09/10/2026 | 0.08% |
| Telangana State Industrial Infrastructure Corporation Ltd SR I 2024-25 A Debenture 9.35 31/12/2027 | 0.2% |
| Power Finance Corporation Ltd SR 223 Debenture 7.64 22/02/2033 | 0.29% |
| Company | Allocation % |
|---|---|
| Others | 6.75% |
| Construction | 1.31% |
| Automobile | 2.91% |
| Consumer Staples | 4.58% |
| Materials | 4.66% |
| Financial | 30.48% |
| Capital Goods | 9.96% |
| Consumer Discretionary | 1.00% |
| Chemicals | 3.92% |
| Services | 5.08% |
| Sovereign | 8.34% |
| Energy | 2.07% |
| Technology | 6.63% |
| Insurance | 0.88% |
| Metals & Mining | 1.27% |
| Healthcare | 6.92% |
| Communication | 3.24% |
Funds Offered
AUM
Website
Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited. KMAMC started operations in December 1998 and has approximately 21 Lac investors. They offer schemes catering to investors with varying risk - return profiles and was the first fund house in the country to launch a dedicated gilt scheme investing only in government securities. They have presence in 82 cities and has 86 branches. Their vision is to be a responsible player in the Indian mutual fund space, always striving to offer best in class products across investor lifecycle.�
Funds Offered
AUM
Highest Return
Pankaj Tibrewal Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now
The current NAV of Kotak Aggressive Hybrid Reg-G is ₹ 59.496
The expense ratio of Kotak Aggressive Hybrid Reg-G is 1.73%
To redeem, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.
To invest, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click
on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.
Secure your future with hassle-free investing on Moneyfy!
You can invest in Both SIP & Lumpsum in Kotak Aggressive Hybrid Reg-G based on your investment objective and risk profile.
For Kotak Aggressive Hybrid Reg-G, 3-year return is 13.62% per annum and 5-year return is 11.79% per annum. Check the return performance in detail on the page.
The lock-in-period of Kotak Aggressive Hybrid Reg-G is 0 years.
At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:
Register your mobile number and email ID with Moneyfy
Set up your account and update your KYC details
Once we verify your KYC details, you’re ready to start investing!
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
2 Value Research
4 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
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Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
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1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
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Fund Manager
2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
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Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
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1Y Returns
3Y Returns
Min. Investment
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Fund Manager
NAV
Min Investment
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Fund Manager
5 Morning Star
5 Value Research
5 Morning Star
5 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
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Fund Manager
1 Morning Star
1 Value Research
1 Morning Star
1 Value Research
NAV
1M Returns
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3Y Returns
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NAV
Min Investment
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0 Morning Star
3 Value Research
0 Morning Star
3 Value Research
NAV
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1Y Returns
3Y Returns
Min. Investment
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NAV
Min Investment
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Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
0 Value Research
3 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
1 Morning Star
2 Value Research
1 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
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Fund Manager
4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
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1Y Returns
3Y Returns
Min. Investment
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Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
1 Morning Star
2 Value Research
1 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
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NAV
Min Investment
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3 Morning Star
0 Value Research
3 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
Min Investment
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4 Morning Star
5 Value Research
4 Morning Star
5 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
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NAV
Min Investment
Fund Size
Fund Manager
4 Morning Star
0 Value Research
4 Morning Star
0 Value Research
NAV
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1Y Returns
3Y Returns
Min. Investment
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NAV
Min Investment
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Fund Manager
2 Morning Star
2 Value Research
2 Morning Star
2 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
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NAV
Min Investment
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0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
Min Investment
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
Min Investment
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0 Morning Star
0 Value Research
0 Morning Star
0 Value Research
NAV
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NAV
Min Investment
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4 Morning Star
4 Value Research
4 Morning Star
4 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
Min Investment
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Fund Manager
3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
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1Y Returns
3Y Returns
Min. Investment
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NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
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1 Morning Star
2 Value Research
1 Morning Star
2 Value Research
NAV
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3Y Returns
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NAV
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4 Morning Star
5 Value Research
4 Morning Star
5 Value Research
NAV
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3Y Returns
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NAV
Min Investment
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0 Morning Star
5 Value Research
0 Morning Star
5 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
Min Investment
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2 Morning Star
3 Value Research
2 Morning Star
3 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
Min Investment
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3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
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3Y Returns
Min. Investment
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NAV
Min Investment
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3 Morning Star
4 Value Research
3 Morning Star
4 Value Research
NAV
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1Y Returns
3Y Returns
Min. Investment
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NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
0 Value Research
2 Morning Star
0 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
2 Morning Star
4 Value Research
2 Morning Star
4 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
3 Morning Star
3 Value Research
3 Morning Star
3 Value Research
NAV
1M Returns
1Y Returns
3Y Returns
Min. Investment
Fund Size
Fund Manager
NAV
Min Investment
Fund Size
Fund Manager
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