Should I invest in Kotak Aggressive Hybrid Fund?

We don't give personal investment advice. Kotak Aggressive Hybrid Fund - Direct Plan -Growth is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 14.6%. 5-year CAGR: 13.00%.

Kotak

Kotak Aggressive Hybrid Fund - Direct Plan -Growth

Latest NAV

₹73.9900

As of

3 Jun 2026

2,848 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.37%	+4.36%	-3.99	8 / 30	Q2
1W	-1.56%	+2.94%	-4.50	24 / 30	Q4
2W	-0.43%	+4.15%	-4.58	21 / 30	Q3
1M	-1.59%	+3.24%	-4.83	23 / 30	Q4
3M	-0.65%	+3.65%	-4.30	12 / 30	Q2
6M	-0.95%	+0.91%	-1.86	6 / 30	Q1
YTD	-1.51%	+0.57%	-2.08	8 / 30	Q2
1Y	+4.05%	+5.12%	-1.07	8 / 30	Q2
2Y	+6.40%	+6.03%	+0.38	7 / 30	Q1
3Y	+14.50%	+13.60%	+0.90	8 / 30	Q2
4Y	+14.34%	+13.47%	+0.88	9 / 29	Q2
5Y	+13.00%	+12.07%	+0.94	9 / 27	Q2
7Y	+15.02%	+13.22%	+1.79	7 / 25	Q2
10Y	+14.04%	+12.69%	+1.35	4 / 19	Q1
Inception	+13.00%	+12.86%	+0.14	14 / 30	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-1.51%	-3.75%	+2.24	7 / 29
2025	+5.05%	+10.33%	-5.28	23 / 30
2024	+23.05%	+17.99%	+5.05	5 / 30
2023	+21.56%	+21.88%	-0.32	17 / 30
2022	+6.50%	+3.88%	+2.62	8 / 28
2021	+29.87%	+26.63%	+3.24	7 / 27
2020	+16.60%	+15.17%	+1.44	8 / 26
2019	+15.22%	+9.11%	+6.11	2 / 24
2018	-4.64%	-1.88%	-2.76	17 / 20
2017	+23.72%	+25.86%	-2.15	12 / 20
2016	+12.29%	+6.34%	+5.95	2 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.68%

129 windows

min -20.3% · max 74.8%

89% positive

3-Year rolling

+14.58%

105 windows

min -3.8% · max 28.8%

98% positive

5-Year rolling

+14.97%

81 windows

min 1.8% · max 23.7%

100% positive

7-Year rolling

+14.73%

56 windows

min 11.8% · max 17.9%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

11.72%

3-year · annualised

Sharpe ratio

0.67

vs risk-free 6.5%

Sortino ratio

1.04

Downside-only deviation

Max drawdown

-14.59%

Sep 2024 → Feb 2025

% positive months

75.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹73.9900
2 Jun 2026	₹74.0630
1 Jun 2026	₹73.7870
29 May 2026	₹74.5240
27 May 2026	₹75.4530
26 May 2026	₹75.2360
25 May 2026	₹75.4360
22 May 2026	₹74.6480
21 May 2026	₹74.5440
20 May 2026	₹74.4850

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Kotak Aggressive Hybrid Fund - Direct Plan -Growth is ₹73.9900. It's a Aggressive Hybrid Fund from Kotak, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Kotak Aggressive Hybrid Fund - Direct Plan -Growth has NAV history starting from 07 Nov 2014, a track record of about 11 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Kotak Aggressive Hybrid Fund - Direct Plan -Growth is managed by Kotak. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Kotak Aggressive Hybrid Fund - Direct Plan -Growth has delivered a absolute return of 4.05% — -1.07 pp behind the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #8 of 30 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Kotak Aggressive Hybrid Fund - Direct Plan -Growth has delivered a CAGR of 14.50% — +0.9 pp ahead of the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #8 of 30 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Kotak Aggressive Hybrid Fund - Direct Plan -Growth has delivered a CAGR of 13.00% — +0.94 pp ahead of the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #9 of 27 in its category — the second (Q2) quartile.

₹1 lakh invested in Kotak Aggressive Hybrid Fund - Direct Plan -Growth exactly 10 years ago would be worth approximately ₹372,045 today — a multiplier of 3.72×, based on the 10-year CAGR of 14.04%. The category average over the same window would have grown ₹1 lakh to ₹330,355.

A ₹10,000 monthly SIP in Kotak Aggressive Hybrid Fund - Direct Plan -Growth over the last 5 years — total invested ₹600,000 — would be worth ₹808,896 today. That's an XIRR (money-weighted annualised return) of 11.89%.

A ₹10,000 monthly SIP for 10 years in Kotak Aggressive Hybrid Fund - Direct Plan -Growth = ₹1,200,000 invested. It would currently be worth ₹2,531,746 (multiplier 2.11×). XIRR: 14.28%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Kotak Aggressive Hybrid Fund - Direct Plan -Growth ranks #9 out of 27 funds in the Aggressive Hybrid Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 12.07%; this fund delivered 13.00%.

The worst peak-to-trough decline Kotak Aggressive Hybrid Fund - Direct Plan -Growth has experienced over the last 5-year window is 14.59% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Kotak Aggressive Hybrid Fund - Direct Plan -Growth averaged 14.97% (best 23.66%, worst 1.84%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.60 — reasonable risk-adjusted performance.

In calendar year 2025, Kotak Aggressive Hybrid Fund - Direct Plan -Growth returned 5.05% — lagging the Aggressive Hybrid Fund category average of 10.33% by 5.28 pp. It ranked #23 of 30 in its category that year.

Kotak Aggressive Hybrid Fund - Direct Plan -Growth is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. Kotak Aggressive Hybrid Fund - Direct Plan -Growth is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 14.6%. 5-year CAGR: 13.00%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.