Kotak Aggressive Hybrid Fund Regular-Growth
Hybrid
Aggressive Hybrid
₹-0.39% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
4 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹9205 Cr
- Created on6 Nov 2014
Fund Ranking
#11
/ 39 in Aggressive Hybrid
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month3.8%
- 1 Year5.5%
- 3 Year (CAGR)12.1%
- All Time (CAGR)14.1%
Category Return
- 6 Month3.4%
- 1 Year3.8%
- 3 Year (CAGR)10.8%
- All Time (CAGR)13.4%
Asset Allocation
- Equity78.3%
- Debt16.6%
- Other5.1%
Top 5 Holdings
Top 5 Sectors
- Apollo Hospitals Enterprise1.33%
- Avanti Feeds0.76%
- Bajaj Finance2.47%
- Bank of Baroda0.26%
- Bank of Baroda1.06%
Fund Information
- Expense Ratio1.87%
- Exit LoadExit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days
- Lock-In PeriodNo Lock-In
Managed By
Arjun Khanna
March 2022 - Present
Abhishek Bisen
Nov 2014 - Present
Atul Bhole
Jan 2024 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.55 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 12.89 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00