Kotak Aggressive Hybrid Fund - Direct - Growth
A Hybrid Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
13.70%
Expense Ratio
0.47%
as of 01/03/2026
AUM
₹951.03 Cr
Qtr End: Mar 26
NAV
₹73.99
as of 03/06/2026
3Y Returns (CAGR)
13.70%
Expense Ratio
0.47%
as of 01/03/2026
AUM
₹951.03 Cr
Qtr End: Mar 26
NAV
₹73.99
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 0.58% | 2.34% | 18.73% |
| 6M | -1.07% | -2.14% | 15.77% |
| 1Y | 2.00% | 2.00% | 12.34% |
| 3Y | 47.01% | 13.70% | 11.58% |
| 5Y | 82.45% | 12.78% | 11.03% |
Scheme Details
- Launch Date
- 29/11/1999
- Fund Age
- 26.5 years
- Minimum Investment
- ₹1,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Aggressive Hybrid Fund (Hybrid Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Bandhan Aggressive Hybrid Fund - Direct - Growth | 14.61% | 0.60% | ₹54.5 |
| SBI EQUITY HYBRID FUND - Direct - Growth | 13.43% | 0.71% | ₹4,784.43 |
| ICICI Prudential Equity & Debt Fund - Direct - Growth | 15.81% | 0.92% | ₹12,527.3 |
| Mirae Asset Aggressive Hybrid Fund - Direct - Growth | 12.11% | 0.46% | ₹1,832.67 |
| Kotak Aggressive Hybrid Fund - Direct - Growth | 13.70% | 0.47% | ₹951.03 |
| HSBC Aggressive Hybrid Fund - Direct - Growth | 13.46% | 0.82% | ₹373.58 |
| Edelweiss Aggressive Hybrid Fund - Direct - Growth | 14.75% | 0.47% | ₹427.75 |