Kotak Aggressive Hybrid Fund vs SBI Aggressive Hybrid Fund
Over the last 3 years, Kotak Aggressive Hybrid Fund returned 14.0% a year against 13.7% for SBI Aggressive Hybrid Fund (Direct plans). In falling months, SBI Aggressive Hybrid Fund fell less: 99% of the index's fall, against 124%. Data as of 12 Nov 2026.
| Kotak Aggressive Hybrid Fund | SBI Aggressive Hybrid Fund | |
|---|---|---|
| Category | Aggressive Hybrid | Aggressive Hybrid |
| Fund house | Kotak Mahindra Mutual Fund | SBI Mutual Fund |
| Benchmark | 65% Nifty 50 TRI + 35% bond funds | 65% Nifty 50 TRI + 35% bond funds |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹8,930 cr | ₹85,922 cr |
| Direct plan | ||
| Rating | B | A |
| Expense ratio | 0.65% | 0.77% |
| 1Y return | 4.7% | 5.2% |
| 3Y return (a year) | 14.0% | 13.7% |
| 5Y return (a year) | 11.7% | 10.1% |
| 3Y vs index | +4.5% | +4.2% |
| Rating score, rank | 59 · #12 of 28 | 74 · #4 of 28 |
| Regular plan | ||
| Rating | B | A+ |
| Expense ratio | 1.90% | 1.39% |
| 1Y return | 3.3% | 4.5% |
| 3Y return (a year) | 12.5% | 12.9% |
| 5Y return (a year) | 10.2% | 9.4% |
| 3Y vs index | +3.2% | +3.6% |
| Rating score, rank | 59 · #10 of 28 | 81 · #2 of 28 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 100% | 100% |
| Deepest fall, 3Y | -14.6% | -9.9% |
| Volatility, 3Y | 12.1% | 9.9% |
| Max fall, 5Y | -14.6% | -11.6% |
| Down capture, 3Y | 124 | 99 |
| Stocks held | – | – |
| Top 10 holdings | – | – |
| Large / mid / small caps | – | – |
| Largest sector | – | – |
Common questions
Kotak Aggressive Hybrid Fund or SBI Aggressive Hybrid Fund: which is better?
On our track-record ratings (Direct plans), Kotak Aggressive Hybrid Fund is rated B and SBI Aggressive Hybrid Fund is rated A, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Kotak Aggressive Hybrid Fund or SBI Aggressive Hybrid Fund: which has done better?
Over the last 3 years, Kotak Aggressive Hybrid Fund returned 14.0% a year against 13.7% for SBI Aggressive Hybrid Fund (Direct plans).
How much do Kotak Aggressive Hybrid Fund and SBI Aggressive Hybrid Fund overlap?
Holdings for one of these schemes are not available yet.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
Top-rated aggressive hybrid funds this month · All aggressive hybrid funds
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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