Kotak Aggressive Hybrid Fund
Direct · Growth ₹76.31
04 Nov 2026
NAV
14.7%
3Y CAGR
14.9%
5Y CAGR
14.3%
10Y CAGR
14.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
10.48
Sharpe
-32.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.47%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.71 L | 15.0% | -47.7% | 82.4% |
| 3 Years | ₹36.00 L | ₹44.75 L | 14.9% | -15.4% | 32.0% |
| 5 Years | ₹60.00 L | ₹89.94 L | 15.6% | -4.9% | 25.0% |
| 7 Years | ₹84.00 L | ₹1.48 Cr | 16.6% | 12.6% | 21.5% |
| 10 Years | ₹1.20 Cr | ₹2.68 Cr | 15.6% | 13.0% | 18.1% |
| 12 Years | ₹1.44 Cr | ₹3.35 Cr | 13.4% | 13.0% | 13.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 15.0% | 9.3% |
| 3 Years | 14.9% | 14.2% |
| 5 Years | 15.6% | 14.7% |
| 7 Years | 16.6% | 14.0% |
| 10 Years | 15.6% | 14.0% |
| 12 Years | 13.4% | 13.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.4% | 11.2% | -22.2% | 84.2% | 0.52 | 1.70 | 89% | — | — |
| 3 Years | 14.7% | 15.4% | -4.2% | 31.5% | 1.42 | 6.02 | 98% | — | — |
| 5 Years | 14.9% | 14.6% | 1.4% | 26.8% | 1.89 | 18.37 | 100% | — | — |
| 10 Years | 14.3% | 14.4% | 12.5% | 16.2% | 10.48 | — | 100% | — | — |
-32.1%
Max Drawdown
2 mo
Drawdown Duration
7 mo
Recovery Time
-3.3%
Avg Drawdown
Calmar Ratio by Duration
0.45
1Y
0.46
3Y
0.46
5Y
0.46
7Y
0.44
10Y