hybridModerate risk

Kotak Aggressive Hybrid Fund - Direct Plan - Growth

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 7 Nov 2014.

Latest price per unit

₹78.13

▲ 0.36% today

As of 3 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.07 L

▲ ₹6.7k gain · 6.7% / year

Invested 3 years ago

₹1.47 L

▲ ₹46.9k gain · 13.7% / year

Invested 5 years ago

₹1.82 L

▲ ₹81.7k gain · 12.7% / 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

-32.14%

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 year6.73%

CAGR — 3 years13.68%

CAGR — 5 years12.68%

CAGR — since launch13.22%

Volatility — 1 year (annualised)12.40%

Volatility — 3 years (annualised)11.69%

Max drawdown — 1 year-10.78%

Max drawdown — 3 years-14.59%

Sharpe ratio — 1 year (rf=6%)0.05

Sharpe ratio — 3 years (rf=6%)0.60

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Hybrid Scheme - Aggressive Hybrid Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF174K01F00
ISIN (Div re-invest): —
Fund code: 133035
First price on record: 7 Nov 2014 · 2,913 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.