hybridModerate risk

Kotak Aggressive Hybrid Fund - Regular Plan - Payout of Income Distribution cum capital withdrawal option- Direct

Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Kotak Mahindra Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹38.823

▼ 0.11% today

As of 28 Aug 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.07 L

▲ ₹7.4k gain · 7.4% / year

Invested 3 years ago

₹1.43 L

▲ ₹43.2k gain · 12.7% / year

Invested 5 years ago

₹1.76 L

▲ ₹75.6k gain · 11.9% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

11.7%

The value swings roughly 12% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-67.44%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year7.38%

CAGR — 3 years12.73%

CAGR — 5 years11.92%

CAGR — since launch2.46%

Volatility — 1 year (annualised)12.42%

Volatility — 3 years (annualised)11.68%

Max drawdown — 1 year-11.10%

Max drawdown — 3 years-15.06%

Sharpe ratio — 1 year (rf=6%)0.10

Sharpe ratio — 3 years (rf=6%)0.54

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Hybrid Scheme - Aggressive Hybrid Fund
Plan: Direct
Option: IDCW
ISIN (Growth): INF174K01450
ISIN (Div re-invest): INF174K01443
Fund code: 100286
First price on record: 3 Apr 2006 · 5,023 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.