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Kotak Aggressive Hybrid Fund - Direct Plan -Growth

Kotak Mahindra · Scheme 133035

₹78.48▼ 0.31%NAV · 2026-09-18
64
Decent FundScore
Start SIP
AUM
₹9,205 cr
Expense ratio
0.61%
3Y CAGR
14.6%
Risk level
Moderately High
Min SIP
₹100
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Fund manager: Pankaj Tibrewal, Abhishek BisenExit load: Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days
Decent · 64/100

A solid option with a few areas worth a closer look.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • ✓Low cost — 0.61% expense ratio means more of the return stays with you.
  • ✓3Y CAGR: +14.6%
  • ✓Positive 3Y windows: 98% of rolling 3Y windows positive

📉 What could drag it down

  • •1Y return: +6.9%
  • •Sharpe ratio: 0.58

FundScore breakdown

64/100 · Decent
How it works →
65
Returns
Decent
75
Consistency
Strong
38
Risk-adjusted
Weak
53
Downside protection
Average
84
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.