Kotak Aggressive Hybrid Regular Growth

• Alpha -0.56%
• Beta 1.27
• Sharpe Ratio0.48
• Std Deviation 12.01%
• Tracking Error 5.71%

Investment objective of the scheme is to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized.

The Kotak Aggressive Hybrid Regular Growth has an AUM of 7811.59 crores & has delivered CAGR of 13.56% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.73%. The minimum investment in Kotak Aggressive Hybrid Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include GE Vernova T&D India, HDFC Bank, Bharti Airtel & Eternal.

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Electronic Instr. & Controls & Software & Programming.

Some of the similar funds are Kotak Aggressive Hybrid Regular Growth, Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth, Canara Robeco Equity Hybrid Fund Growth, Aditya Birla Sun Life Equity Hybrid '95 Fund Growth, Sundaram Aggressive Hybrid Fund Growth. Kotak Aggressive Hybrid Regular Growth has a sharpe ratio of 0.48 & a standard deviation of 12.01%.