InvestVerdict
Kotak Aggressive Hybrid Fund
Regular Plan · Payout of Income Distribution cum capital withdrawal option- Direct · Aggressive Hybrid · Scheme code 100286
Fund houseKotak Mahindra Mutual Fund
CategoryAggressive Hybrid
Plan & optionRegular · Payout of Income Distribution cum capital withdrawal option- Direct
History20.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 1.33 | 5.25 | 3.81 | 7.37 | 12.73 | 11.92 | 14.85 | 9.32 | 2.46 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Aggressive Hybrid category median |
— | — | — | 2.81 | 11.28 | 9.74 | — | 11.80 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 16.8% | 0.37 | 0.45 | 0.80 | 2.78% | -67.4% | 90.79 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 82 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 955 | -52.6% | 3.5% | 75.0% | 40% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.