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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: 1.73% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 8,508.93 Cr As on (31-12-2025)
Turn over: 54.57
NAV as on 03-02-2026

63.488

1.56 (2.4603%)

CAGR Since Inception

12.02%

NIFTY 50 Hybrid Composite Debt 65:35 Index 11.4%

PERFORMANCE of Kotak Aggressive Hybrid Fund - Regular Plan -Growth

Scheme Performance (%) Data as on - 03-02-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 10.08 15.3 14.25 13.96 12.02
Benchmark - - - - -
Hybrid: Aggressive 8.18 14.54 12.98 12.62 12.67

Yearly Performance (%)

Nav Movement

Fund Managers

FM 1 Mr. Atul Bhole, FM 2 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.

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 0.87 1.69 1.38 7.13 15.09
Hybrid: Aggressive - - - - - -

PEER COMPARISION

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 10.08 11.83 15.3 14.25 13.96
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 13.68 12.61 16.2 13.77 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 12.89 12.31 19.11 19.91 16.85
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 12.17 10.66 14.32 12.14 13.5
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 11.23 11.56 14.62 12.32 12.75
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 10.42 10.64 15.78 11.85 11.6
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 9.95 5.1 13.13 16.46 15.81
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 9.54 9.5 15.1 14.11 10.8
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 9.43 11.62 16.84 15.29 0.0
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 10-02-1995 9.42 10.07 14.74 11.7 11.34

Asset Allocation (%)

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

Portfolio as on