Kotak Aggressive Hybrid Fund - Direct - Growth
Hybrid Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
14.25%
Expense Ratio
0.47%
as of 01/03/2026
AUM
₹951.03 Cr
Qtr End: Mar 26
NAV
₹77.483
as of 17/07/2026
3Y Returns (CAGR)
14.25%
Expense Ratio
0.47%
as of 01/03/2026
AUM
₹951.03 Cr
Qtr End: Mar 26
NAV
₹77.483
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 2.93% | 12.27% | 11.54% |
| 6M | 5.05% | 10.36% | 16.07% |
| 1Y | 4.51% | 4.51% | 12.80% |
| 3Y | 49.14% | 14.25% | 11.75% |
| 5Y | 86.23% | 13.24% | 11.13% |
Scheme Details
- Launch Date
- 29/11/1999
- Fund Age
- 26.6 years
- Minimum Investment
- ₹1,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Aggressive Hybrid Fund (Hybrid Scheme)
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Kotak Aggressive Hybrid Fund - Direct - Growth
3Y CAGR14.25%
TER0.47%
AUM₹951.03 Cr