HybridAggressive Hybrid FundDirect · Growth
Kotak Aggressive Hybrid Fund - Direct Plan -Growth
Kotak Mahindra · Scheme 133035
₹78.55▼ 0.16%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
14.6%
Risk level
Moderately High
Min SIP
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Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.58% |
| 3 Months | +4.38% |
| 6 Months | +4.62% |
| 1 Year | +7.32% |
| 3 Years (CAGR) | +14.64% |
| 5 Years (CAGR) | +13.44% |
| 10 Years (CAGR) | +14.09% |
| Since Launch | +13.37% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns64
Consistency75
Risk-adjusted38
Downside protection53
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +14.6%
- ✓ 3Y CAGR vs category: +2.1% vs category avg
- ✓ Positive 3Y windows: 98% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 5.9%
- ✓ Volatility: 12% annualised
What to watch
- • 1Y return: +7.3%
- • Sharpe ratio: 0.58
- • Sortino ratio: 0.68
Risk metrics
Sharpe ratio
0.58
Sortino ratio
0.68
Volatility
12.20%
Max drawdown
-32.14%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.