Aggressive Hybrid · Hybrid
Kotak Aggressive Hybrid Fund - Direct Plan - Growth
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.62
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.77
Downside-only Sharpe
Max Drawdown
-47.4%
Peak-to-trough · full history
Vol (3Y)
11.6%
Annualised σ of daily returns
Positive Days
56%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.62). Its worst peak-to-trough drop over the full history was 47.4% (large drawdowns) between 2013-01-18 and 2020-03-23. About 57% of trading days closed up. Profile: smooth NAV path.
YTD
+2.8%
Calendar YTD
1 Year
+2.6%
Trailing 12 mo
3 Year
+12.9%
CAGR
5 Year
+12.5%
CAGR
10 Year
+10.7%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 2638 windows
- Best window CAGR
- +31.04%
- Median CAGR
- +9.88%
- Avg CAGR
- +8.82%
- Worst window CAGR
- -16.75%
- Positive windows
- 79.4%
5-Year Rolling Windows
- Sample size
- 2146 windows
- Best window CAGR
- +25.53%
- Median CAGR
- +9.50%
- Avg CAGR
- +9.00%
- Worst window CAGR
- -7.87%
- Positive windows
- 77.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Aggressive Hybrid
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Nippon India Equity Hybrid Fund - Segregated Portfolio 1 - Direct Plan - Growth Plan
Nippon India Mutual Fund
|
+0.0% | +31.2% | +17.7% | — |
|
Bank Of India Aggressive Hybrid Fund
Bank of India Mutual Fund
|
+13.9% | +17.5% | +15.2% | — |
|
Bandhan Aggressive Hybrid Fund
Bandhan Mutual Fund
|
+5.6% | +14.2% | +11.7% | — |
|
HSBC Aggressive Hybrid Fund
HSBC Mutual Fund
|
+4.5% | +13.5% | — | — |
|
Quant Aggressive Hybrid Fund
quant Mutual Fund
|
+8.4% | +13.5% | +13.3% | — |
|
ICICI Prudential Aggressive Hybrid Active FOF
ICICI Prudential Mutual Fund
|
-1.4% | +13.4% | +13.6% | — |
|
Kotak Aggressive Hybrid Fund (this fund)
Kotak Mahindra Mutual Fund
|
+2.6% | +12.9% | +12.5% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.