Overview / Mutual Fund Discovery / Open Ended Schemes ( Hybrid Scheme - Aggressive Hybrid Fund ) / AMFI 133036

Kotak Aggressive Hybrid Fund - Regular Plan -Growth

Kotak Mahindra Mutual Fund • Open Ended Schemes ( Hybrid Scheme - Aggressive Hybrid Fund ) • Regular Plan • Growth

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹65.3760
AMFI Code / ISIN
133036 / INF174K01E92
Category Peer Standing
#32 of 93 ranked peers in Open Ended Schemes ( Hybrid Scheme - Aggressive Hybrid Fund ) by 3Y Sortino
Historical Track
2014-11-05 to 2026-11-09 (2,960 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+2.73% p.a.
3Y CAGR
+12.05% p.a.
5Y CAGR
+10.00% p.a.
10Y CAGR
+12.11% p.a.
Since Inception CAGR
+11.49% p.a.
Sortino Ratio (3Y)
0.64
Sharpe Ratio (3Y)
0.47
Calmar Ratio
0.37
Annualized Volatility (3Y)
+11.86%
Maximum Drawdown
-32.26%
1Y / 3Y / 5Y Rolling Mean CAGR
+12.81% / +13.10% / +13.46%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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