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MF_133035

Kotak Aggressive Hybrid Fund - Direct Plan -Growth

Hybrid Scheme - Aggressive Hybrid Fund

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End Amount
₹41,032.95
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
12.50%
MF_133035 Return
Benchmark CAGR
10.17%
Nifty 50
Inflation Adj. CAGR
7.45%
Real Annualized Return
Alpha
0.03
Excess Return vs Benchmark
Beta
0.79
Volatility vs Benchmark
Sharpe Ratio
0.51
Risk-Adjusted Return
Sortino Ratio
0.72
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 57% 15% 25%
60 days 59% 11% 16%
90 days 59% 10% 12%
180 days 62% 7% 7%
1Yr 69% 5% 5%
3Yr 69% 3% 2%
5Yr 71% 2% 1%
7Yr 78% 2% 0%
10Yr 100% 1% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Kotak Aggressive Hybrid Fund - Direct Plan -Growth Nifty 50
30 days -15.8% | -56.0% | 18.7% | 141.2% 26.6% | -62.1% | 13.3% | 174.5%
60 days -31.5% | -44.2% | 17.4% | 102.6% -23.0% | -47.1% | 15.9% | 119.4%
90 days -22.7% | -35.0% | 14.1% | 86.7% -25.0% | -39.8% | 14.1% | 104.9%
1 Year -2.7% | -8.9% | 11.1% | 56.1% -10.0% | -15.9% | 11.2% | 57.4%
3 Years 12.2% | 0.6% | 15.5% | 25.4% 7.7% | 2.2% | 14.0% | 24.6%
5 Years 10.6% | 4.8% | 14.6% | 23.6% 6.4% | 3.7% | 14.3% | 21.9%
7 Years 14.7% | 12.3% | 14.7% | 17.5% 11.2% | 11.0% | 13.8% | 15.9%
10 Years 12.8% | 12.7% | 14.3% | 15.9% 11.7% | 11.2% | 12.8% | 14.9%
Periods of Negative Return (Drawdowns) 13 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
March 3, 2015 May 26, 2016 450 days 14% Nifty 50: 22% 10852 9362 10893
Oct. 21, 2016 Jan. 26, 2017 97 days 7% Nifty 50: 9% 12390 11462 12435
Jan. 23, 2018 May 24, 2019 486 days 14% Nifty 50: 9% 15076 12932 15205
June 3, 2019 Oct. 26, 2019 145 days 8% Nifty 50: 11% 15508 14258 15608
Feb. 7, 2020 Oct. 23, 2020 259 days 32% Nifty 50: 37% 16652 11299 16673
Nov. 16, 2021 Jan. 8, 2022 53 days 6% Nifty 50: 8% 25290 23858 25416
Jan. 17, 2022 Aug. 17, 2022 212 days 12% Nifty 50: 16% 25769 22743 25883
Sept. 13, 2022 Nov. 26, 2022 74 days 5% Nifty 50: 7% 26484 25130 26556
Dec. 14, 2022 May 11, 2023 148 days 5% Nifty 50: 9% 26882 25449 26886
Sept. 27, 2024 June 27, 2025 273 days 15% Nifty 50: 15% 40893 34929 40946
Oct. 29, 2025 Feb. 11, 2026 105 days 5% Nifty 50: 5% 42354 40097 42425
Feb. 11, 2026 May 7, 2026 85 days 11% Nifty 50: 14% 42425 37853 42551
Aug. 6, 2026 Oct. 30, 2026 85 days 9% Nifty 50: 10% 43927 40176 41033