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Kotak Aggressive Hybrid Fund - Regular Plan -Growth

(Erstwhile Kotak Equity Hybrid - Growth)

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Category: Hybrid: Aggressive
Launch Date: 25-11-1999
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 65:35 Index
Expense Ratio: 1.87% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 9,106.72 Cr As on (31-07-2026)
Turn over: 51.08
NAV as on 14-08-2026

66.097

0.01 (0.0121%)

CAGR Since Inception

11.83%

NIFTY 50 Hybrid Composite Debt 65:35 Index 11.93%

PERFORMANCE of Kotak Aggressive Hybrid Fund - Regular Plan -Growth

Scheme Performance (%) Data as on - 14-08-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 6.31 13.26 12.06 12.41 11.83
Benchmark - - - - -
Hybrid: Aggressive 4.61 11.65 10.35 11.39 12.1

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Atul Bhole & Mr. Abhishek Bisen

Investment Objective

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. However, there is no assurance that the objective of the scheme will be realized.

RETURNS CALCULATOR for Kotak Aggressive Hybrid Fund - Regular Plan -Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Kotak Aggressive Hybrid Fund - Regular Plan -Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 8.13 0.61 7.04 0.42 7.13 15.09
Hybrid: Aggressive - - - - - -

PEER COMPARISION of Kotak Aggressive Hybrid Fund - Regular Plan -Growth

Compare SIP Compare Lumpsum
Period
Data as on - 14-08-2026
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 6.31 5.22 13.26 12.06 12.41
Bank Of India Mid & Small Cap Equity & DEBT Fund - Regular Plan Growth 05-07-2016 14.49 6.18 17.45 14.75 15.37
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 13.05 4.59 13.47 12.43 15.42
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 10.75 6.11 11.17 10.48 0.0
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 10.1 8.97 14.49 11.22 0.0
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 7.77 5.27 13.74 10.71 10.98
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 7.15 8.47 13.13 10.59 11.91
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 5.89 4.83 11.05 9.27 0.0
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 5.64 4.84 11.02 9.63 11.86
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 5.04 5.47 14.69 15.56 14.91

PORTFOLIO ANALYSIS of Kotak Aggressive Hybrid Fund - Regular Plan -Growth

Asset Allocation (%)