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Kotak Aggressive Hybrid Fund - Direct Plan -Growth

Kotak · Aggressive Hybrid
High
₹76.60
Current NAV
25 Jun 2026
10.5%
1Y Return
14.0%
3Y CAGR
11.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.35%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.95).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.45).
  • Very large asset base (AUM: ₹17,500 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.95
Sharpe Ratio
0.65
Beta
2.45
Alpha
2.63
Sortino
Fund Details
Fund House Kotak
Category Aggressive Hybrid
AUM ₹17500 Cr
Expense Ratio 0.35%
Min SIP ₹500
Min Lumpsum ₹1000
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