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Kotak Aggressive Hybrid Fund - Regular Plan - IDCW - Payout & Reinvestment of Income Distribution cum capital withdrawal option

Kotak · Aggressive Hybrid
High
₹37.21
Current NAV
03 Nov 2026
-1.6%
1Y Return
11.3%
3Y CAGR
9.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.85%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.25).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.25).
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
1.25
Sharpe Ratio
0.85
Beta
4.25
Alpha
1.56
Sortino
Fund Details
Fund House Kotak
Category Aggressive Hybrid
AUM ₹800 Cr
Expense Ratio 0.85%
Min SIP ₹500
Min Lumpsum ₹1000
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