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    Canara Robeco Flexi Cap Fund vs Kotak Aggressive Hybrid Fund

    Direct Plan, Growth option · Data as on 30-10-2026

    Canara Robeco Flexi Cap Fund is a Flexi Cap fund and Kotak Aggressive Hybrid Fund is an Aggressive Hybrid fund. In the 3 years to 30-10-2026, Canara Robeco Flexi Cap Fund (Direct) returned 11.5% a year and Kotak Aggressive Hybrid Fund (Direct) returned 12.2% a year. Canara Robeco Flexi Cap Fund charges 0.71% a year and Kotak Aggressive Hybrid Fund 0.64% (Direct plans). Their portfolios overlap 31.6%: they hold 24 of the same securities.

    Canara Robeco Flexi Cap Fund

    Flexi Cap

    3 year return
    11.5%
    Expense ratio
    0.71%
    NAV
    ₹371.28
    See Canara Robeco Flexi Cap Fund

    Kotak Aggressive Hybrid Fund

    Aggressive Hybrid

    3 year return
    12.2%
    Expense ratio
    0.64%
    NAV
    ₹45.27
    See Kotak Aggressive Hybrid Fund

    Which is better, Canara Robeco Flexi Cap or Kotak Aggressive Hybrid? Key differences

    It depends on what you want from the fund. These are the differences in numbers, from the data on this page.

    • Kotak Aggressive Hybrid returned more over 5 years: 10.8% a year against 8.6%.
    • Kotak Aggressive Hybrid returned more over 3 years: 12.2% a year against 11.5%.
    • Kotak Aggressive Hybrid costs less: 0.64% a year against 0.71% (Direct plans).
    • Kotak Aggressive Hybrid swung less over 3 years: a standard deviation of 11.7% a year against 13.5%.
    • Canara Robeco Flexi Cap fell less in its worst fall since 02-01-2013: −33.2% against −47.4%.
    • Canara Robeco Flexi Cap holds more in large companies: 70.3% of the fund in large caps against 39.0%.
    • Canara Robeco Flexi Cap is the larger fund: ₹12,782 Cr against ₹9,040 Cr.
    • Their portfolios overlap 31.6%: 24 of the same holdings.

    Past returns do not promise future returns. This page is information, not investment advice.

    Key facts

    From each fund's scheme summary document and AMFI

    FactCanara Robeco Flexi Cap FundKotak Aggressive Hybrid Fund
    Fund houseCanara Robeco Mutual FundKotak Mahindra Mutual Fund
    CategoryFlexi CapAggressive Hybrid
    AUM₹12,782 Cr (30-09-2026)₹9,040 Cr (30-09-2026)
    NAV₹371.28 (Direct)₹45.27 (Direct)
    Expense ratio (Direct)0.71%0.64%
    Expense ratio (Regular)1.83%1.89%
    RiskometerVery HighVery High
    BenchmarkBSE 500 TRINIFTY 50 Hybrid Composite Debt 65:35 Index TRI
    Launch date16-09-200329-11-1999
    Minimum investment₹5,000₹100
    Lock inNoneNone
    Fund managersShridatta Bhandwaldar / Mr. Pranav GokhaleAtul Bhole, Abhishek Bisen
    Exit load1% - if redeemed/switched out within 1 year from the date of allotment. Nil – if redeemed / switched out after 1 year from the date of allotment.For redemptions / switch outs of upto 8% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment : Nil If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment : 1% If units are redeemed or switched out on or after 1 year from the date of allotment : Nil Units issued on reinvestment of IDCW shall not be subject to entry and exit load.

    Canara Robeco Flexi Cap vs Kotak Aggressive Hybrid: Returns Comparison

    Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.

    Fund1M3M6M1Y3Y5Y10Y
    Canara Robeco Flexi Cap Fund (Direct)+0.09%−4.74%−0.45%−6.26%+11.53%+8.62%+13.80%
    Kotak Aggressive Hybrid Fund (Direct)−1.41%−4.66%−1.21%−2.74%+12.17%+10.82%+10.18%
    Flexi Cap average−1.62%−4.17%+1.00%−3.58%+12.37%+10.04%+13.13%
    Aggressive Hybrid average−0.88%−3.67%−0.27%−3.33%+10.77%+9.35%+11.60%

    Category average: the average of the 46 Flexi Cap funds and the 29 Aggressive Hybrid funds, same plan type.

    Canara Robeco Flexi Cap vs Kotak Aggressive Hybrid: Year-wise Returns

    YearCanara Robeco Flexi CapCanara Robeco Flexi CapKotak Aggressive HybridKotak Aggressive Hybrid
    2026to date−5.74%−1.60%
    2025+8.27%+5.48%
    2024+19.24%+23.35%
    2023+24.31%+21.73%
    2022−0.33%+6.50%
    2021+34.40%+30.66%

    Canara Robeco Flexi Cap vs Kotak Aggressive Hybrid: Rolling Returns

    Every holding period of both funds, against BSE 500 TRI, the benchmark of Canara Robeco Flexi Cap Fund

    Rolling returns

    Every 3-year holding period, 2,666 of them, one for each trading day from 04-01-2016 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.

    −20%−10%0%10%20%30%40%
    Nov 2013
    to
    Nov 2016    Sept 2015
    to
    Sept 2018    Jul 2017
    to
    Jul 2020    May 2019
    to
    May 2022    Mar 2021
    to
    Mar 2024    Dec 2022
    to
    Dec 2025
    Canara Robeco Flexi Cap Fund (Direct)Kotak Aggressive Hybrid Fund (Direct)BSE 500 TRI

    How the periods spread

    FundBelow 0%0-5%5-10%10-15%15-20%20-25%Above 25%MeanMedianLowestHighestBeat benchmark
    Canara Robeco Flexi Cap0.01.810.233.341.210.82.615.2%15.5%0.2%30.1%49%
    Kotak Aggressive Hybrid20.325.93.410.431.46.72.08.9%11.5%−16.8%31.0%21%
    BSE 500 TRI1.84.28.036.834.211.73.314.8%14.9%−6.2%33.9%--

    The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is BSE 500 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 02-01-2013. Past returns do not promise future returns.

    Canara Robeco Flexi Cap vs Kotak Aggressive Hybrid: SIP and Lumpsum Returns

    What the same monthly or one-time investment would be worth in each fund today, from their own NAV history

    Growth of an investment

    Step up each year
    PeriodFor

    ₹10,000 on the first trading day of every month, from 02-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.

    InvestmentInvestedValue nowGainReturn a year
    Canara Robeco Flexi CapCanara Robeco Flexi Cap Fund (Direct) ₹16,60,000 ₹45,30,921 ₹28,70,921 13.5%
    Kotak Aggressive HybridKotak Aggressive Hybrid Fund (Direct) ₹16,60,000 ₹34,85,745 ₹18,25,745 10.1%
    ₹0₹10.0 L₹20.0 L₹30.0 L₹40.0 L₹50.0 L
    2014201620182020202220242026
    Canara Robeco Flexi CapCanara Robeco Flexi Cap Fund (Direct)Kotak Aggressive HybridKotak Aggressive Hybrid Fund (Direct)Amount invested

    From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.

    Canara Robeco Flexi Cap vs Kotak Aggressive Hybrid: Risk and Drawdowns

    How much each fund swings, and the worst fall over the same days

    Risk and return

    MeasureCanara Robeco Flexi Cap Fund (Direct)Kotak Aggressive Hybrid Fund (Direct)
    Return (CAGR)+11.53%+12.17%
    Standard deviation13.46%11.73%
    Sharpe ratio0.410.52
    Sortino ratio0.560.71
    Maximum drawdown−17.5% (28-02-2025)−14.6% (28-02-2025)
    Beta0.93--
    Alpha+1.89%--

    From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.

    Drawdowns

    How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.

    −50%−40%−30%−20%−10%0%
    2014201620182020202220242026
    Canara Robeco Flexi Cap Fund (Direct)Kotak Aggressive Hybrid Fund (Direct)BSE 500 TRI
    FundWorst fallHigh before itBottomBack at the highTime to climb backBelow its high today
    Canara Robeco Flexi Cap Fund (Direct)−33.2%19-02-202023-03-202009-10-20207 months−6.7%
    Kotak Aggressive Hybrid Fund (Direct)−47.4%18-01-201323-03-202024-05-202114 months−6.6%
    BSE 500 TRI−38.1%17-01-202023-03-202006-11-20207 months−9.4%

    From daily values since 02-01-2013, the first day every fund has.

    Rolling standard deviation

    Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.

    0%5%10%15%20%25%
    20172019202120232025
    Canara Robeco Flexi Cap Fund (Direct)Kotak Aggressive Hybrid Fund (Direct)BSE 500 TRI

    Against BSE 500 TRI

    FundUp captureDown captureTracking error
    Canara Robeco Flexi Cap Fund (Direct)95%88%3.72%
    Kotak Aggressive Hybrid Fund (Direct)69%90%11.18%

    From month-end values since 02-01-2013. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.

    Canara Robeco Flexi Cap vs Kotak Aggressive Hybrid: Portfolio Overlap

    From each fund's latest monthly portfolio: Canara Robeco Flexi Cap Fund, September 2026; Kotak Aggressive Hybrid Fund, September 2026

    Holdings in common

    Overlap
    31.6%
    Held by both
    24
    Only in Canara Robeco Flexi Cap
    59
    Only in Kotak Aggressive Hybrid
    83
    Security% of Canara Robeco Flexi Cap% of Kotak Aggressive Hybrid
    Eternal Ltd2.99%3.25%
    ICICI Bank Ltd6.62%2.98%
    Bharti Airtel Ltd3.78%2.90%
    HDFC Bank Ltd6.48%2.50%
    State Bank of India2.42%2.87%
    Bajaj Finance Ltd2.97%1.74%
    Infosys Ltd2.50%1.47%
    Cholamandalam Investment and Finance Co Ltd1.47%2.50%
    Bharat Electronics Ltd1.25%2.04%
    Vishal Mega Mart Ltd1.13%1.09%

    Overlap: for each holding both funds own, the smaller of its two weights, added up. 31.6% means 31.6% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.

    Largest holdings only in Canara Robeco Flexi Cap Fund

    Security% of fund
    Larsen & Toubro Ltd3.11%
    Axis Bank Ltd2.51%
    Mahindra & Mahindra Ltd2.37%
    Divi's Laboratories Ltd1.90%
    Kotak Mahindra Bank Ltd1.68%

    Largest holdings only in Kotak Aggressive Hybrid Fund

    Security% of fund
    Fortis Healthcare India Ltd2.73%
    MOLBIO DIAGNOSTICS LIMITED2.17%
    Central Government - 20641.97%
    ROSSELL TECHSYS LTD.1.94%
    INDIAN BANK1.69%

    Asset and sector split

    Share of each fund, from its latest monthly portfolio

    Asset allocation

    AssetCanara Robeco Flexi CapKotak Aggressive Hybrid
    Equity96.3%74.4%
    Debt0.0%14.0%
    Cash and others3.7%11.6%

    Market cap of stocks

    Market capCanara Robeco Flexi CapKotak Aggressive Hybrid
    Large Cap70.3%39.0%
    Mid Cap21.4%25.6%
    Small Cap4.6%7.2%
    Not on AMFI's list0.0%2.5%

    Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.

    Largest sectors

    SectorCanara Robeco Flexi CapKotak Aggressive Hybrid
    Banks19.9%11.2%
    Finance5.5%10.7%
    Retailing8.5%5.3%
    Pharmaceuticals & Biotechnology6.7%0.0%
    Healthcare Services1.4%5.1%
    IT - Software4.5%5.0%
    Capital Markets3.3%4.9%
    Automobiles4.6%0.0%

    The six largest sectors of each fund's stocks, % of the fund.

    Canara Robeco Flexi Cap vs Kotak Aggressive Hybrid: Expense Ratio

    What each plan charges a year, from AMFI's expense ratio file

    ChargeCanara Robeco Flexi Cap FundKotak Aggressive Hybrid Fund
    Total expense ratio (Direct)0.71%0.64%
    Base expense ratio (Direct)0.52%0.45%
    Total expense ratio (Regular)1.83%1.89%
    Base expense ratio (Regular)1.47%1.51%

    The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.

    More comparisons

    Each fund against the others of its category

    Canara Robeco Flexi Cap Fund vs Kotak Aggressive Hybrid Fund: Frequently Asked Questions

    What is the difference between Canara Robeco Flexi Cap Fund and Kotak Aggressive Hybrid Fund?

    Canara Robeco Flexi Cap Fund is a Flexi Cap fund, Kotak Aggressive Hybrid Fund is an Aggressive Hybrid fund, run by Canara Robeco Mutual Fund and Kotak Mahindra Mutual Fund. Their portfolios overlap 31.6%. Canara Robeco Flexi Cap Fund charges 0.71% a year and Kotak Aggressive Hybrid Fund 0.64%.

    Which has given higher returns, Canara Robeco Flexi Cap Fund or Kotak Aggressive Hybrid Fund?

    Over 1 year: Canara Robeco Flexi Cap Fund −6.26%, Kotak Aggressive Hybrid Fund −2.74%. Over 3 years: Canara Robeco Flexi Cap Fund +11.53% a year, Kotak Aggressive Hybrid Fund +12.17% a year. Over 5 years: Canara Robeco Flexi Cap Fund +8.62% a year, Kotak Aggressive Hybrid Fund +10.82% a year. As on 30-10-2026. Past returns do not promise future returns.

    Which has the lower expense ratio, Canara Robeco Flexi Cap Fund or Kotak Aggressive Hybrid Fund?

    Kotak Aggressive Hybrid Fund charges less: 0.64% a year against 0.71%. These are the Direct plans' total expense ratios reported to AMFI.

    How much do Canara Robeco Flexi Cap Fund and Kotak Aggressive Hybrid Fund overlap?

    31.6%. They hold 24 of the same securities, the largest shared ones being ETERNAL, ICICIBANK, BHARTIARTL. From each fund's latest monthly portfolio.

    Which is riskier, Canara Robeco Flexi Cap Fund or Kotak Aggressive Hybrid Fund?

    On SEBI's riskometer, Canara Robeco Flexi Cap Fund is rated Very High and Kotak Aggressive Hybrid Fund Very High. Over 3 years, the standard deviation of daily returns was 13.46% and 11.73% a year.

    Which is better for SIP, Canara Robeco Flexi Cap Fund or Kotak Aggressive Hybrid Fund?

    Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,54,899 in Canara Robeco Flexi Cap Fund (XIRR 8.3% a year) and ₹7,83,589 in Kotak Aggressive Hybrid Fund (XIRR 9.8% a year). Both received 61 instalments. Past returns do not promise future returns.

    Can I invest in both Canara Robeco Flexi Cap Fund and Kotak Aggressive Hybrid Fund?

    Yes. 31.6% of each fund's money sits in the same holdings, so some of the two investments would move together.

    Who manages Canara Robeco Flexi Cap Fund and Kotak Aggressive Hybrid Fund?

    Canara Robeco Flexi Cap Fund: Shridatta Bhandwaldar / Mr. Pranav Gokhale. Kotak Aggressive Hybrid Fund: Atul Bhole, Abhishek Bisen.

    Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.

    This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.

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