Kotak Aggressive Hybrid Fund Regular-Growth
Hybrid
Aggressive Hybrid
₹-0.79% 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)₹8962 Cr
- Created onN/A
Fund Ranking
#11
/ 39 in Aggressive Hybrid
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month5.1%
- 1 Year1.7%
- 3 Year (CAGR)12.1%
- All Time (CAGR)14.0%
Category Return
- 6 Month2.2%
- 1 Year-0.0%
- 3 Year (CAGR)10.6%
- All Time (CAGR)-
Asset Allocation
- Equity78.3%
- Debt19.3%
- Other2.4%
Top 5 Holdings
Top 5 Sectors
- Bajaj Finance2.89%
- Bank of Baroda1.22%
- Bharat Electronics2.00%
- Bharat Petroleum Corporation1.48%
- Cholamandalam Investment and Finance Company2.74%
Fund Information
- Expense Ratio1.87%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.57 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 12.95 - 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. 1.26