Kotak Aggressive Hybrid Fund - Payout of Income Distribution cum capital withdrawal option

Kotak Aggressive Hybrid Fund - Payout of Income Distribution cum capital withdrawal option is a scheme launched by Kotak Mutual Fund on November 25, 1999, and falls under the Aggressive fund category. It currently manages an AUM of Rs 7,853.42 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 100. It charges an expense ratio of 1.77% for managing the portfolio.

• Investing Strategy:

  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. There is no assurance that the investment objective of the Scheme will be achieved.

• Performance:

  Kotak Aggressive Hybrid Fund - Payout of Income Distribution cum capital withdrawal option trailing returns over different times are 1.94% (1 year), 16.49% (3 year) and 18.68% (5 year). The average annual return of this fund stands at 4%.