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Kotak Mahindra Mutual Fund

Kotak Aggressive Hybrid Fund

Kotak Mahindra Mutual Fund · Direct plan · Growth

3-year returns
12.7%
a year
NAV
₹47.40
▲ 0.92% · 18 Sept 2026

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹64.86 and has returned 11.22% a year over 3 years.

Returns, and where it stands

Against the average aggressive hybrid fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year2.7%0.8%ahead7 of 29
3 years12.7%10.9%ahead8 of 29
5 years12.3%10.2%ahead6 of 26
10 years10.7%12%behind12 of 19
Every period, and the Regular plan →
PeriodDirectRegular
1 month-1.5%-1.6%
3 months1%0.7%
6 months7.3%6.6%
1 year2.7%1.4%
2 yearsp.a.3.5%2.2%
3 yearsp.a.12.7%11.2%
5 yearsp.a.12.3%10.8%
7 yearsp.a.16.3%15.2%
10 yearsp.a.10.7%12%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 2.74% in the last 1Y

41.845.148.418 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹24,961
XIRR (per year)
8.64%
Value today
₹2,04,961

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
11.7% a year
0.8% more than the category average — the bumpier side
Worst fall so far
−34.5%
Jan 2018 to Mar 2020, against −27.5% for the category.
Years that made money
81.3%
Of every one-year stretch it has been through.
Over any three years
-10.3% to 31%
A year, at worst and at best. Typically 13.7%.

How it compares

Kotak Aggressive Hybrid Fund against other funds in the Aggressive Hybrid Fund category
Fund1Y3Y5YExpenseFund size
Bank of India Aggressive Hybrid Fund14.27%17.3%14.83%0.6%₹2,051 Cr
Bandhan Aggressive Hybrid Fund5.44%13.93%11.48%0.87%₹2,410 Cr
HSBC Aggressive Hybrid Fund4.52%13.31%0.93%₹5,870 Cr
Quant Aggressive Hybrid Fund9.3%13.06%12.94%1.38%₹2,158 Cr
JM Aggressive Hybrid Fund-0.16%12.96%13.16%1.09%₹700 Cr
ICICI Prudential Aggressive Hybrid Fund-0.51%12.8%14.61%1.05%₹52,433 Cr
Kotak Aggressive Hybrid Fund2.74%12.69%12.26%

About Kotak Aggressive Hybrid Fund

Kotak Aggressive Hybrid Fund is a aggressive hybrid fund managed by Kotak Mahindra Mutual Fund. Invest 65–80% in equity and the rest in debt.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹47.396119767
DirectGrowth₹77.318133035
RegularGrowth₹64.863133036
RegularPayout of Income Distribution cum capital withdrawal option- Direct₹38.12100286

Frequently asked questions

What is the NAV of Kotak Aggressive Hybrid Fund today?

The NAV of Kotak Aggressive Hybrid Fund (Direct plan, Growth) is ₹47.396 and the Regular plan NAV is ₹64.863, as of 18 Sept 2026.

What returns has Kotak Aggressive Hybrid Fund given?

Over the last year the Direct plan returned 2.74%, and 12.69% a year over 3 years and 12.26% a year over 5 years. That places it 8 of 29 funds in its category over 3 years. Past returns do not guarantee future returns.

How much has Kotak Aggressive Hybrid Fund fallen in the past?

Its deepest fall was 34.5% from 23 Jan 2018 to 23 Mar 2020. Of every one-year stretch in its history, 81% ended in a gain.

Which category does Kotak Aggressive Hybrid Fund belong to?

It is a Aggressive Hybrid Fund from Kotak Mahindra Mutual Fund. Invest 65–80% in equity and the rest in debt.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Kotak Aggressive Hybrid Fund taxed?

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.