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Two Aggressive hybrid funds side by side: returns, costs, size, risk and how much their portfolios overlap.
Kotak Aggressive Hybrid Fund vs Mirae Asset Aggressive Hybrid Fund, as of 9 Nov 2026: Kotak Aggressive Hybrid Fund NAV ₹78.07, 3Y CAGR 13.5%, expense ratio 0.64%; Mirae Asset Aggressive Hybrid Fund NAV ₹40.74, 3Y CAGR 12.9%, expense ratio 0.64%; about 26% of their portfolios overlap.
As of · Source: AMFI NAVs and fund-house disclosures
| Kotak Aggressive Hybrid Fund Direct Growth | Mirae Asset Aggressive Hybrid Fund Direct Growth | |
|---|---|---|
| Category | Aggressive hybrid | Aggressive hybrid |
| Fund house | Kotak Mahindra Mutual Fund | Mirae Asset Mutual Fund |
| Plan | Direct Plan · Growth | Direct Plan · Growth |
| NAV | ₹78.07 (9 Nov 2026) | ₹40.74 (9 Nov 2026) |
| 1Y return | 4.0% | 5.8% |
| 3Y CAGR | 13.5% | 12.9% |
| 5Y CAGR | 11.5% | 10.0% |
| Since launch (CAGR) | 13.0% | 13.2% |
| Expense ratio | 0.64% | 0.64% |
| AUM | ₹9,223 cr | ₹9,613 cr |
| Risk-o-meter | Very High | Very High |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 Index | CRISIL Hybrid 35+65 - Aggressive 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… | If redeemed within 6 months (182 days) from the date of allotment - 2. 00% ; If redeemed after 6 months (182 days) but within 1 year (365 days) from the date of allotment - 1. 00% ; If redeemed after 1 year (365 days) from the date of allotment – NIL. A switch-out under Systematic Transfer Plan (“STP”) or a… |
| Minimum SIP | ₹100 | ₹99 |
| Holdings | 110 | 151 |
| Top 10 holdings weight | 26.5% | 30.8% |
| Portfolio overlap | About 26% 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): Kotak Aggressive Hybrid Fund 11.5% a year vs Mirae Asset Aggressive Hybrid Fund 10.0% a year. Past performance is not indicative of future results.
Kotak Aggressive Hybrid Fund costs less: Kotak Aggressive Hybrid Fund charges 0.64% a year and Mirae Asset Aggressive Hybrid Fund 0.64% a year.
Mirae Asset Aggressive Hybrid Fund is larger: Kotak Aggressive Hybrid Fund manages ₹9,223 cr and Mirae Asset Aggressive Hybrid Fund ₹9,613 cr (as of 9 Nov 2026).
About 26% 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