Kotak Aggressive Hybrid Fund Direct-IDCW
Hybrid: Aggressive Hybrid - IDCW (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Hybrid: Aggressive HybridBenchmark: NIFTY 50 Hybrid Composite Debt 65:35 IndexCheck Portfolio Overlap →
NAV: ₹47.65-0.27%
07 Sept 2026
Similar Funds
Side-by-side comparison of Kotak Aggressive Hybrid Fund Direct-IDCW with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +6.08% | 4.45% | 12 / 41 |
| 3Y Return | +13.03% | 11.67% | 10 / 39 |
| 5Y Return | +12.55% | 10.77% | 7 / 39 |
| 10Y Return | +13.44% | 12.14% | 4 / 25 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Hybrid: Aggressive Hybrid
Top funds by AUM in the Hybrid: Aggressive Hybrid category — see how Kotak Aggressive Hybrid Fund Direct-IDCW compares on size and returns.
Funds Tracking NIFTY 50 Hybrid Composite Debt 65:35 Index
Top funds tracking the NIFTY 50 Hybrid Composite Debt 65:35 Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Kotak Aggressive Hybrid Fund Direct-IDCW?
Funds similar to Kotak Aggressive Hybrid Fund Direct-IDCW in the Hybrid: Aggressive Hybrid category include SBI Aggressive Hybrid Fund Direct Plan-Growth, ICICI Prudential Aggressive Hybrid Fund Direct-Growth, and HDFC Aggressive Hybrid Fund Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Kotak Aggressive Hybrid Fund Direct-IDCW in its category?
On a 3-year return basis Kotak Aggressive Hybrid Fund Direct-IDCW is ranked 10 out of 39 funds in the Hybrid: Aggressive Hybrid category as of 6 Sep 2026. On a 5-year return basis it ranks 7 out of 39. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Kotak Aggressive Hybrid Fund Direct-IDCW's expense ratio compare to similar funds?
Kotak Aggressive Hybrid Fund Direct-IDCW has an expense ratio of 0.64%. The peers SBI Aggressive Hybrid Fund Direct Plan-Growth has an expense ratio of 0.74% and ICICI Prudential Aggressive Hybrid Fund Direct-Growth has 1.06%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Kotak Aggressive Hybrid Fund Direct-IDCW's AUM compare to similar funds?
Kotak Aggressive Hybrid Fund Direct-IDCW has an AUM of ₹9,204.96 crore. The peers SBI Aggressive Hybrid Fund Direct Plan-Growth has an AUM of ₹88,560.6 crore and ICICI Prudential Aggressive Hybrid Fund Direct-Growth has ₹52,432.5 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Aggressive Hybrid?
The top performing fund in the Hybrid: Aggressive Hybrid category on a 3-year basis is ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-Growth with a CAGR of 17.76% as of 6 Sep 2026. Kotak Aggressive Hybrid Fund Direct-IDCW has delivered 13.03% CAGR over the same period, ranking 10 out of 39 funds. You can view and compare the full category ranking on sharpely.
How does Kotak Aggressive Hybrid Fund Direct-IDCW rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Kotak Aggressive Hybrid Fund Direct-IDCW has a Sharpe ratio of 0.65 compared to the Hybrid: Aggressive Hybrid average of 0.57 as of 6 Sep 2026. It ranks 12 out of 43 funds in its category on Sharpe ratio.