Kotak Aggressive Hybrid Fund - Direct - Growth
Hybrid Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
12.86%
Expense Ratio
0.47%
as of 01/03/2026
AUM
₹1,006.23 Cr
Qtr End: Jun 26
NAV
₹75.394
as of 16/10/2026
3Y Returns (CAGR)
12.86%
Expense Ratio
0.47%
as of 01/03/2026
AUM
₹1,006.23 Cr
Qtr End: Jun 26
NAV
₹75.394
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -2.93% | -11.23% | 9.37% |
| 6M | 0.16% | 0.32% | 10.56% |
| 1Y | -0.24% | -0.24% | 13.05% |
| 3Y | 43.76% | 12.86% | 11.94% |
| 5Y | 65.86% | 10.65% | 11.17% |
Scheme Details
- Launch Date
- 29/11/1999
- Fund Age
- 26.9 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 CAGR12.86%
TER0.47%
AUM₹1,006.23 Cr