Kotak Aggressive Hybrid Fund - Direct - Growth
Hybrid Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
13.11%
Expense Ratio
0.47%
as of 01/03/2026
AUM
₹1,006.23 Cr
Qtr End: Jun 26
NAV
₹77.847
as of 02/09/2026
3Y Returns (CAGR)
13.11%
Expense Ratio
0.47%
as of 01/03/2026
AUM
₹1,006.23 Cr
Qtr End: Jun 26
NAV
₹77.847
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 4.60% | 19.69% | 9.84% |
| 6M | 5.82% | 11.99% | 14.93% |
| 1Y | 6.10% | 6.10% | 12.84% |
| 3Y | 44.71% | 13.11% | 11.84% |
| 5Y | 78.38% | 12.27% | 11.15% |
Scheme Details
- Launch Date
- 29/11/1999
- Fund Age
- 26.7 years
- Minimum Investment
- ₹1,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Aggressive Hybrid Fund (Hybrid Schemes)
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Kotak Aggressive Hybrid Fund - Direct - Growth
3Y CAGR13.11%
TER0.47%
AUM₹1,006.23 Cr