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Kotak Aggressive Hybrid Fund - Regular Plan -Growth is a hybrid scheme managed by Kotak Mahindra Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 15.88%, with the bottom and top quartiles at 14.62% and 17.57% respectively. It has ranked in the top half of its category for 6 of the last 11 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.13% on assets of ₹8,642Cr. The fund is currently managed by Mr. Atul Bhole, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 83% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| BHARTI AIRTEL LIMITED | Communication Services | 3.47% |
| FORTIS HEALTHCARE LIMITED. | Healthcare | 3.42% |
| HDFC BANK LIMITED | Financial Services | 3.39% |
| STATE BANK OF INDIA | Financial Services | 3.09% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 2.41% |
| BHARAT ELECTRONICS LIMITED | Industrials | 2.12% |
| Shriram Finance Limited | Financial Services | 1.99% |
| INFOSYS LIMITED | Technology | 1.83% |
| ORACLE FINANCIAL SERVICES SOFTWARE LIMITED | Technology | 1.80% |
| APAR INDUSTRIES LIMITED | Industrials | 1.72% |
| MPHASIS LIMITED | Technology | 1.64% |
| ICICI BANK LIMITED | Financial Services | 1.52% |
| SOLAR INDUSTRIES INDIA LIMITED | Basic Materials | 1.34% |
| CENTURY PLYBOARDS INDIA LIMITED | Consumer Cyclical | 1.26% |
| AVANTI FEEDS LIMITED | Consumer Defensive | 1.25% |
| TECHNO ELECTRIC & ENGINEERING COMPANY LIMITED | Industrials | 1.18% |
| IPCA LABORATORIES LIMITED | Healthcare | 1.17% |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED | Financial Services | 1.16% |
| SRF LIMITED | Industrials | 1.14% |
| BANK OF BARODA | Financial Services | 1.09% |
| UNITED SPIRITS LIMITED | Consumer Defensive | 1.08% |
| Swiggy Pvt Ltd | Consumer Cyclical | 1.06% |
| BSE LIMITED | Financial Services | 1.05% |
| HAVELLS INDIA LIMITED | Industrials | 1.00% |
| POONAWALLA FINCORP LIMITED | Financial Services | 0.98% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 14 | 26.80% |
| Capital Goods | — | 8.39% |
| Healthcare | 5 | 6.83% |
| Information Technology | — | 6.39% |
| Consumer Services | — | 5.60% |
| Chemicals | — | 4.14% |
| Telecommunication | — | 3.47% |
| Consumer Durables | — | 3.26% |
| Construction Materials | — | 3.23% |
| Fast Moving Consumer Goods | — | 2.33% |
Active bets vs the average Hybrid fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
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| Max |
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| Positive % |
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| 1Y | -1.94% | 5.69% | 12.72% | 27.27% | 61.16% | 99.0% |
| 3Y | 10.36% | 14.62% | 15.88% | 17.57% | 24.54% | 100.0% |
| 5Y | 11.09% | 13.49% | 16.41% | 19.50% | 22.13% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 25.2% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Hybrid.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
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| Star |
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