InvestVerdict
Kotak Aggressive Hybrid Fund
Direct Plan · Growth · Aggressive Hybrid · Scheme code 119767
Fund houseKotak Mahindra Mutual Fund
CategoryAggressive Hybrid
Plan & optionDirect · Growth
History3.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 1.43 | 5.58 | 4.47 | 8.74 | 14.21 | — | — | — | 13.99 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | — | — | — | 9.56 |
| Aggressive Hybrid category median |
— | — | — | 4.22 | 12.51 | 11.11 | — | 12.23 | — |
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 | 11.4% | 0.68 | 0.94 | 0.84 | 4.20% | -14.6% | 87.89 |
| Nifty 100 benchmark |
13.4% | 0.30 | 0.42 | — | — | -17.3% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 36 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 |
|---|---|---|---|---|
| 103 | 0.8% | 8.4% | 37.1% | 0% |
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.