Kotak Aggressive Hybrid Fund Direct Growth
Scheme code: INF174K01F00
NAV value:
₹ 70.2130
NAV date: 19 March, 2026
TER: 0.47%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Aggressive Hybrid Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -22.24 | 84.20 | 12.28 | 14.98 | 11.16 |
| 3 year | -4.16 | 31.47 | 16.01 | 14.70 | 16.89 |
| 5 year | 1.40 | 26.76 | 14.83 | 15.12 | 14.46 |
| 7 year | 11.37 | 18.40 | 14.48 | 14.71 | 12.61 |
| 10 year | 12.46 | 16.21 | 14.61 | 14.45 | 13.61 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,78,844 - Absolute Returns: ₹78,844 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,95,296 - Absolute Returns: ₹8,95,296 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹89,79,235 - Absolute Returns: ₹29,79,235 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,50,96,860 - Absolute Returns: ₹66,96,860 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,74,95,104 - Absolute Returns: ₹1,54,95,104 - CAGR: %Drawdown Metrics
Max Drawdown
-32.14 %
Drawdown Duration
2 months
Recovery Time
7 months
Avg Drawdown
-3.28 %
Calmar Ratio by Duration
1
Y
0.466
3
Y
0.4573
5
Y
0.4704
7
Y
0.4576
10
Y
0.4495