OriginFunds
← Kotak Mahindra Mutual Fund

Kotak Aggressive Hybrid Fund - Regular Plan - IDCW - Payout & Reinvestment of Income Distribution cum capital withdrawal option

Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund)ISIN INF174K01450
NAV · 06-Jul-2026
₹38.3930
1M
+4.39%
6M
+1.52%
1Y (CAGR)
+3.73%
3Y (CAGR)
+13.37%
5Y (CAGR)
+12.19%
Since inception (CAGR)
+2.40%

NAV history

28.8532.2235.5804-07-202303-07-2026₹38.22
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
11.57%
Downside dev (3y)
9.48%
Max drawdown (3y)
-15.1%
Sharpe (3y)
0.59
SIP XIRR (3y)
+9.05%
SIP XIRR (5y)
+11.67%
Calendar-year returns
2020 +13.7%2021 +28.9%2022 +5.0%2023 +20.1%2024 +21.7%2025 +4.1%

Fund facts

Launch date29-Nov-1999
Min lumpsumRs.1000
AMCKotak Mahindra Asset Management Company Limited.