Loading…
Two Aggressive hybrid funds side by side: returns, costs, size, risk and how much their portfolios overlap.
SBI Aggresive Hybrid Fund vs Kotak Aggressive Hybrid Fund, as of 9 Nov 2026: SBI Aggresive Hybrid Fund NAV ₹358.27, 3Y CAGR 13.4%; Kotak Aggressive Hybrid Fund NAV ₹78.07, 3Y CAGR 13.5%, expense ratio 0.64%; about 0% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| SBI Aggresive Hybrid Fund Direct Growth | Kotak Aggressive Hybrid Fund Direct Growth | |
|---|---|---|
| Category | Aggressive hybrid | Aggressive hybrid |
| Fund house | SBI Mutual Fund | Kotak Mahindra Mutual Fund |
| Plan | Direct Plan · Growth | Direct Plan · Growth |
| NAV | ₹358.27 (9 Nov 2026) | ₹78.07 (9 Nov 2026) |
| 1Y return | 5.3% | 4.0% |
| 3Y CAGR | 13.4% | 13.5% |
| 5Y CAGR | 10.0% | 11.5% |
| Since launch (CAGR) | 14.2% | 13.0% |
| Expense ratio | — | 0.64% |
| AUM | ₹89,602 cr | ₹9,223 cr |
| Risk-o-meter | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 Index |
| Exit load | — | In terms of SEBI Circular No. SEBI/IMD/CIR No. 4/168230/09 dated June 30, 2009, no entry load will be charged on purchase / additional purchase / switch-in. The upfront commission, if any, on investment made by the investor shall be paid by the investor directly to the Distributor, based on his assessment of various… |
| Minimum SIP | — | ₹100 |
| Holdings | — | 110 |
| Top 10 holdings weight | — | 26.5% |
| Portfolio overlap | About 0% by weight, from the latest disclosed holdings | |
Returns are point-to-point for each plan, after its expense ratio; periods over one year are CAGR. Past performance is not indicative of future results.
Open in the compare tool: growth charts, SIP outcomes and shared holdings →Kotak Aggressive Hybrid Fund has the higher 5-year CAGR (as of 9 Nov 2026): SBI Aggresive Hybrid Fund 10.0% a year vs Kotak Aggressive Hybrid Fund 11.5% a year. Past performance is not indicative of future results.
SBI Aggresive Hybrid Fund is larger: SBI Aggresive Hybrid Fund manages ₹89,602 cr and Kotak Aggressive Hybrid Fund ₹9,223 cr (as of 9 Nov 2026).
About 0% of their portfolios overlap by weight (the smaller weight of each common holding, summed), from the latest disclosed holdings.
Both are rated "Very High" on SEBI's risk-o-meter.
We don't give recommendations. Jivani Markets is not a SEBI-registered investment adviser or research analyst. Whether a fund suits you depends on your goals, horizon and risk appetite; speak to a SEBI-registered investment adviser or an AMFI-registered mutual fund distributor before investing.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results.
Returns are for Direct plans, after expenses (TER is already in the NAV). Research, not advice: we do not say a fund suits you. Disclaimer