Should I invest in Kotak Aggressive Hybrid Fund?

We don't give personal investment advice. Kotak Aggressive Hybrid Fund - Regular 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: 15.1%. 5-year CAGR: 12.12%.

Kotak

Kotak Aggressive Hybrid Fund - Regular Plan -Growth

Latest NAV

₹65.1440

As of

17 Jul 2026

2,880 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	+0.23%	+0.24%	-0.01	9 / 12	Q3
1W	-0.34%	-0.05%	-0.30	11 / 12	Q4
2W	+0.16%	+0.24%	-0.08	6 / 12	Q2
1M	+1.46%	+1.46%	+0.01	7 / 12	Q3
3M	+2.97%	+2.75%	+0.22	6 / 12	Q2
6M	+3.92%	+1.80%	+2.12	4 / 12	Q2
YTD	+2.34%	+0.29%	+2.04	4 / 12	Q2
1Y	+4.04%	+2.07%	+1.97	4 / 12	Q2
2Y	+3.96%	+2.70%	+1.26	3 / 12	Q1
3Y	+12.79%	+11.49%	+1.30	3 / 12	Q1
4Y	+13.97%	+12.73%	+1.24	3 / 11	Q2
5Y	+12.12%	+10.30%	+1.82	2 / 11	Q1
7Y	+14.80%	+12.96%	+1.84	3 / 10	Q2
10Y	+12.54%	+12.21%	+0.32	2 / 4	Q2
Inception	+11.78%	+11.59%	+0.19	4 / 12	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	+2.34%	+0.29%	+2.04	4 / 12
2025	+3.72%	+4.17%	-0.45	8 / 12
2024	+21.41%	+18.03%	+3.38	4 / 12
2023	+19.90%	+21.16%	-1.26	8 / 12
2022	+5.01%	+0.65%	+4.35	1 / 11
2021	+28.11%	+26.14%	+1.97	4 / 11
2020	+15.09%	+14.63%	+0.46	3 / 10
2019	+13.82%	+8.69%	+5.13	2 / 9
2018	-5.84%	-4.07%	-1.77	4 / 5
2017	+21.86%	+26.79%	-4.93	4 / 5
2016	+10.53%	+6.57%	+3.96	1 / 3

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

+13.26%

131 windows

min -17.1% · max 60.7%

88% positive

3-Year rolling

+13.28%

107 windows

min -3.3% · max 28.4%

96% positive

5-Year rolling

+13.53%

82 windows

min 2.1% · max 24.1%

100% positive

7-Year rolling

+13.28%

58 windows

min 10.5% · max 16.5%

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

11.06%

3-year · annualised

Sharpe ratio

0.57

vs risk-free 6.5%

Sortino ratio

0.96

Downside-only deviation

Max drawdown

-15.05%

Sep 2024 → Feb 2025

% positive months

66.7%

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
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth	Invesco	₹21.4813	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Regular Plan Growth	Bandhan	₹27.6410	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth	Mirae Asset	₹33.3760	17 Jul 2026
HSBC Aggressive Hybrid Fund - Regular Growth	HSBC	₹58.2144	17 Jul 2026
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option	Axis	₹20.7700	17 Jul 2026
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH	Bank of India	₹41.7600	17 Jul 2026
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund) - Regular Plan - Growth option	Groww	₹20.5866	17 Jul 2026
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth	Mahindra Manulife	₹26.9807	17 Jul 2026
Navi Aggressive Hybrid Fund - Regular Plan - Growth	Navi	₹21.7989	17 Jul 2026
Shriram Aggressive Hybrid Fund- Regular Growth	Shriram	₹31.8843	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹65.1440
16 Jul 2026	₹64.9930
15 Jul 2026	₹65.2870
14 Jul 2026	₹64.8040
13 Jul 2026	₹65.1730
10 Jul 2026	₹65.3690
9 Jul 2026	₹64.7140
8 Jul 2026	₹64.1480
7 Jul 2026	₹65.3090
6 Jul 2026	₹65.3280

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 17 Jul 2026, the NAV of Kotak Aggressive Hybrid Fund - Regular Plan -Growth is ₹65.1440. It's a Aggressive Hybrid Fund from Kotak, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Kotak Aggressive Hybrid Fund - Regular Plan -Growth has NAV history starting from 05 Nov 2014, a track record of about 11 years 8 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 - Regular 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 - Regular Plan -Growth has delivered a absolute return of 4.04% — +1.97 pp ahead of the Aggressive Hybrid Fund category average of 2.07%. The fund ranks #4 of 12 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Kotak Aggressive Hybrid Fund - Regular Plan -Growth has delivered a CAGR of 12.79% — +1.3 pp ahead of the Aggressive Hybrid Fund category average of 11.49%. The fund ranks #3 of 12 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Kotak Aggressive Hybrid Fund - Regular Plan -Growth has delivered a CAGR of 12.12% — +1.82 pp ahead of the Aggressive Hybrid Fund category average of 10.30%. The fund ranks #2 of 11 in its category — the top (Q1) quartile.

₹1 lakh invested in Kotak Aggressive Hybrid Fund - Regular Plan -Growth exactly 10 years ago would be worth approximately ₹325,770 today — a multiplier of 3.26×, based on the 10-year CAGR of 12.54%. The category average over the same window would have grown ₹1 lakh to ₹316,545.

A ₹10,000 monthly SIP in Kotak Aggressive Hybrid Fund - Regular Plan -Growth over the last 5 years — total invested ₹600,000 — would be worth ₹801,638 today. That's an XIRR (money-weighted annualised return) of 11.53%.

A ₹10,000 monthly SIP for 10 years in Kotak Aggressive Hybrid Fund - Regular Plan -Growth = ₹1,200,000 invested. It would currently be worth ₹2,405,324 (multiplier 2.00×). XIRR: 13.33%. 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 - Regular Plan -Growth ranks #2 out of 11 funds in the Aggressive Hybrid Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.30%; this fund delivered 12.12%.

The worst peak-to-trough decline Kotak Aggressive Hybrid Fund - Regular Plan -Growth has experienced over the last 5-year window is 15.05% — 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 - Regular Plan -Growth averaged 13.53% (best 24.09%, worst 2.13%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.49 — weak risk-adjusted performance.

In calendar year 2025, Kotak Aggressive Hybrid Fund - Regular Plan -Growth returned 3.72% — lagging the Aggressive Hybrid Fund category average of 4.17% by 0.45 pp. It ranked #8 of 12 in its category that year.

Kotak Aggressive Hybrid Fund - Regular 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 - Regular 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: 15.1%. 5-year CAGR: 12.12%.

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