TickerKhojKotak Mahindra Mutual Fund · Hybrid · Aggressive Hybrid · Regular plan
Kotak Aggressive Hybrid Fund - Regular Plan - Growth
₹61.863NAV on 30 Oct 2026Expense ratio 1.90%
29 Oct 2025NAV low 57.49 · high 66.42-4.3%
In plain words
Over 3 years it returned +10.7% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -15.1%.
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 | -1.5% | +1.9% |
| 3 months | -5.0% | -5.1% |
| 6 months | -1.8% | -3.2% |
| 1 year | -4.0% | -10.2% |
| 3 years (yearly) | +10.7% | +7.4% |
| 5 years (yearly) | +9.3% | +6.5% |
| 10 years (yearly) | +11.3% | +11.3% |
| Since start (yearly) | +11.0% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,159 | -3.9% |
| 3 years | ₹3,60,000 | ₹3,82,735 | +3.8% |
| 5 years | ₹5,90,000 | ₹7,28,973 | +8.3% |
| 10 years | ₹11,90,000 | ₹22,02,722 | +11.8% |
Other plan of this fund: Kotak Aggressive Hybrid Fund - Direct Plan - Growth