NSE ScannerKotak Mahindra Mutual Fund · Hybrid · Aggressive Hybrid · Direct plan
Kotak Aggressive Hybrid Fund - Direct Plan - Growth
₹45.269NAV on 30 Oct 2026Expense ratio 0.64%
29 Oct 2025NAV low 41.76 · high 48.46-3.1%
In plain words
Over 3 years it returned +12.2% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -14.6%.
On 3-year return it ranks 7 of 30 funds in Aggressive Hybrid.
A monthly SIP over 10 years ended ₹62,227 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.4% | +1.9% |
| 3 months | -4.7% | -5.1% |
| 6 months | -1.2% | -3.2% |
| 1 year | -2.7% | -10.2% |
| 3 years (yearly) | +12.2% | +7.4% |
| 5 years (yearly) | +10.8% | +6.5% |
| 10 years (yearly) | +10.2% | +11.3% |
| Since start (yearly) | +4.8% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,073 | -2.6% |
| 3 years | ₹3,60,000 | ₹3,91,157 | +5.2% |
| 5 years | ₹5,90,000 | ₹7,56,765 | +9.8% |
| 10 years | ₹11,90,000 | ₹22,64,949 | +12.3% |
Other plan of this fund: Kotak Aggressive Hybrid Fund - Regular Plan - Growth