Edelweiss Aggressive Hybrid Fund vs Kotak Aggressive Hybrid Fund
Direct Plan, Growth option · Data as on 30-10-2026
Edelweiss Aggressive Hybrid Fund and Kotak Aggressive Hybrid Fund are both Aggressive Hybrid funds. In the 3 years to 30-10-2026, Edelweiss Aggressive Hybrid Fund (Direct) returned 12.8% a year and Kotak Aggressive Hybrid Fund (Direct) returned 12.2% a year. Edelweiss Aggressive Hybrid Fund charges 0.69% a year and Kotak Aggressive Hybrid Fund 0.64% (Direct plans). Their portfolios overlap 24.2%: they hold 21 of the same securities.
Edelweiss Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 12.8%
- Expense ratio
- 0.69%
- NAV
- ₹73.75
Kotak Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 12.2%
- Expense ratio
- 0.64%
- NAV
- ₹45.27
Which is better, Edelweiss Aggressive Hybrid 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.
- Edelweiss Aggressive Hybrid returned more over 5 years: 12.6% a year against 10.8%.
- Edelweiss Aggressive Hybrid returned more over 3 years: 12.8% a year against 12.2%.
- Kotak Aggressive Hybrid costs less: 0.64% a year against 0.69% (Direct plans).
- Edelweiss Aggressive Hybrid swung less over 3 years: a standard deviation of 10.6% a year against 11.7%.
- Edelweiss Aggressive Hybrid fell less in its worst fall since 08-01-2013: −28.6% against −47.4%.
- Kotak Aggressive Hybrid is the larger fund: ₹9,040 Cr against ₹3,875 Cr.
- Their portfolios overlap 24.2%: 21 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
| Fact | Edelweiss Aggressive Hybrid Fund | Kotak Aggressive Hybrid Fund |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | Aggressive Hybrid | Aggressive Hybrid |
| AUM | ₹3,875 Cr (30-09-2026) | ₹9,040 Cr (30-09-2026) |
| NAV | ₹73.75 (Direct) | ₹45.27 (Direct) |
| Expense ratio (Direct) | 0.69% | 0.64% |
| Expense ratio (Regular) | 2.07% | 1.89% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 Index TRI |
| Launch date | 12-08-2009 | 29-11-1999 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | None |
| Fund managers | Bharat Lahoti, Bhavesh Jain, Kedar Karnik, Rahul Dedhia | Atul Bhole, Abhishek Bisen |
| Exit load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days. | 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. |
Edelweiss Aggressive Hybrid 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.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund (Direct) | −0.12% | −3.09% | +0.07% | −1.98% | +12.76% | +12.64% | +13.16% |
| Kotak Aggressive Hybrid Fund (Direct) | −1.41% | −4.66% | −1.21% | −2.74% | +12.17% | +10.82% | +10.18% |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | +9.35% | +11.60% |
Category average: the average of the 29 Aggressive Hybrid funds, same plan type.
Edelweiss Aggressive Hybrid vs Kotak Aggressive Hybrid: Year-wise Returns
| Year | EdelweissEdelweiss Aggressive Hybrid | KotakKotak Aggressive Hybrid |
|---|---|---|
| 2026to date | −2.20% | −1.60% |
| 2025 | +7.61% | +5.48% |
| 2024 | +22.20% | +23.35% |
| 2023 | +27.70% | +21.73% |
| 2022 | +7.44% | +6.50% |
| 2021 | +29.45% | +30.66% |
Edelweiss Aggressive Hybrid vs Kotak Aggressive Hybrid: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,664 of them, one for each trading day from 08-01-2016 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.
Edelweiss Aggressive Hybrid Fund (Direct)
Kotak Aggressive Hybrid Fund (Direct)
to
Nov 2016Sept 2015
to
Sept 2018Jul 2017
to
Jul 2020May 2019
to
May 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid | 0.2 | 4.9 | 17.9 | 24.3 | 34.4 | 17.0 | 1.3 | 14.7% | 15.6% | −1.8% | 28.8% |
| Kotak Aggressive Hybrid | 20.2 | 25.9 | 3.4 | 10.4 | 31.4 | 6.7 | 2.0 | 8.9% | 11.7% | −16.8% | 31.0% |
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. Every fund is measured over the days all of them have, from 08-01-2013. Past returns do not promise future returns.
Edelweiss Aggressive Hybrid 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
₹10,000 on the first trading day of every month, from 08-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Edelweiss Aggressive HybridEdelweiss Aggressive Hybrid Fund (Direct) | ₹16,60,000 | ₹45,80,679 | ₹29,20,679 | 13.6% |
| Kotak Aggressive HybridKotak Aggressive Hybrid Fund (Direct) | ₹16,60,000 | ₹34,85,745 | ₹18,25,745 | 10.1% |
Edelweiss Aggressive HybridEdelweiss Aggressive Hybrid 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.
Edelweiss Aggressive Hybrid vs Kotak Aggressive Hybrid: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Edelweiss Aggressive Hybrid Fund (Direct) | Kotak Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | −1.98% | −2.74% |
| Standard deviation | 10.63% | 12.81% |
| Sharpe ratio | -0.68 | -0.62 |
| Sortino ratio | -0.91 | -0.84 |
| Maximum drawdown | −9.9% (30-03-2026) | −10.8% (30-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 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.
| Measure | Edelweiss Aggressive Hybrid Fund (Direct) | Kotak Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.76% | +12.17% |
| Standard deviation | 10.61% | 11.73% |
| Sharpe ratio | 0.63 | 0.52 |
| Sortino ratio | 0.86 | 0.71 |
| Maximum drawdown | −12.0% (28-02-2025) | −14.6% (28-02-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
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.
| Measure | Edelweiss Aggressive Hybrid Fund (Direct) | Kotak Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.64% | +10.82% |
| Standard deviation | 10.59% | 11.02% |
| Sharpe ratio | 0.65 | 0.46 |
| Sortino ratio | 0.88 | 0.61 |
| Maximum drawdown | −12.0% (28-02-2025) | −14.6% (28-02-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 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.
| Measure | Edelweiss Aggressive Hybrid Fund (Direct) | Kotak Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +13.43% | +4.85% |
| Standard deviation | 12.38% | 15.33% |
| Sharpe ratio | 0.60 | -0.08 |
| Sortino ratio | 0.81 | -0.09 |
| Maximum drawdown | −28.6% (23-03-2020) | −47.4% (23-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 08-01-2013 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.
Edelweiss Aggressive Hybrid Fund (Direct)
Kotak Aggressive Hybrid Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund (Direct) | −28.6% | 20-02-2020 | 23-03-2020 | 09-11-2020 | 8 months | −4.7% |
| Kotak Aggressive Hybrid Fund (Direct) | −47.4% | 18-01-2013 | 23-03-2020 | 24-05-2021 | 14 months | −6.6% |
From daily values since 08-01-2013, 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 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Aggressive Hybrid Fund (Direct)
Kotak Aggressive Hybrid Fund (Direct)
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.
Edelweiss Aggressive Hybrid Fund (Direct)
Kotak Aggressive Hybrid Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Aggressive Hybrid Fund (Direct)
Kotak Aggressive Hybrid Fund (Direct)
Edelweiss Aggressive Hybrid vs Kotak Aggressive Hybrid: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss Aggressive Hybrid Fund, September 2026; Kotak Aggressive Hybrid Fund, September 2026
Holdings in common
- Overlap
- 24.2%
- Held by both
- 21
- Only in Edelweiss Aggressive Hybrid
- 87
- Only in Kotak Aggressive Hybrid
- 86
| Security | % of Edelweiss Aggressive Hybrid | % of Kotak Aggressive Hybrid |
|---|---|---|
| ICICI Bank Ltd. | 4.16% | 2.98% |
| Bharti Airtel Ltd. | 3.05% | 2.90% |
| State Bank of India | 2.64% | 2.87% |
| HDFC Bank Ltd. | 3.05% | 2.50% |
| Infosys Ltd. | 1.62% | 1.47% |
| Billionbrains Garage Ventures Ltd. | 1.29% | 1.54% |
| Bajaj Finance Ltd. | 1.27% | 1.74% |
| Sun Pharmaceutical Industries Ltd. | 2.12% | 0.90% |
| Eternal Ltd. | 0.90% | 3.25% |
| Solar Industries India Ltd. | 0.87% | 1.49% |
| GE Vernova T&D India Limited | 0.77% | 1.73% |
| Apar Industries Ltd. | 0.73% | 0.95% |
| Reliance Industries Ltd. | 2.73% | 0.71% |
| Shriram Finance Ltd. | 0.71% | 2.54% |
| Schaeffler India Ltd. | 0.66% | 0.91% |
| Fortis Healthcare Ltd. | 0.63% | 2.73% |
| Tech Mahindra Ltd. | 1.79% | 0.54% |
| MRF Ltd. | 0.73% | 0.46% |
| Apollo Hospitals Enterprise Ltd. | 0.46% | 1.46% |
| UNO Minda Ltd. | 0.43% | 0.89% |
| NSE India Ltd. | 0.51% | 0.34% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 24.2% means 24.2% 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 Edelweiss Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| EDELWEISS MONEY MARKET FUND - DIRECT PL | 5.20% |
| EDELWEISS ULTRA SHORT TERM FUND | 5.19% |
| NTPC Ltd. | 1.95% |
| 7.65% HDB FIN SERV NCD 10-09-27 | 1.93% |
| 7.92% ADITYA BIRLA CAP NCD RED 27-12-27 | 1.93% |
Largest holdings only in Kotak Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD. | 2.50% |
| MOLBIO DIAGNOSTICS LIMITED | 2.17% |
| Bharat Electronics Ltd. | 2.04% |
| Central Government - 2064 | 1.97% |
| ROSSELL TECHSYS LTD. | 1.94% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss Aggressive Hybrid | Kotak Aggressive Hybrid |
|---|---|---|
| Equity | 74.3% | 74.4% |
| Debt | 8.2% | 14.0% |
| Cash and others | 17.4% | 11.6% |
Market cap of stocks
| Market cap | Edelweiss Aggressive Hybrid | Kotak Aggressive Hybrid |
|---|---|---|
| Large Cap | 48.3% | 39.0% |
| Mid Cap | 13.9% | 25.6% |
| Small Cap | 10.7% | 7.2% |
| Not on AMFI's list | 1.5% | 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
| Sector | Edelweiss Aggressive Hybrid | Kotak Aggressive Hybrid |
|---|---|---|
| Banks | 12.8% | 11.2% |
| Finance | 4.6% | 10.7% |
| Pharmaceuticals & Biotechnology | 6.0% | 0.0% |
| Auto Components | 5.5% | 2.3% |
| Retailing | 4.0% | 5.3% |
| Healthcare Services | 1.5% | 5.1% |
| IT - Software | 4.5% | 5.0% |
| Capital Markets | 3.0% | 4.9% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss Aggressive Hybrid vs Kotak Aggressive Hybrid: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss Aggressive Hybrid Fund | Kotak Aggressive Hybrid Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.69% | 0.64% |
| Base expense ratio (Direct) | 0.36% | 0.45% |
| Total expense ratio (Regular) | 2.07% | 1.89% |
| Base expense ratio (Regular) | 1.55% | 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
Compare Edelweiss Aggressive Hybrid with
Edelweiss Aggressive Hybrid Fund vs Kotak Aggressive Hybrid Fund: Frequently Asked Questions
What is the difference between Edelweiss Aggressive Hybrid Fund and Kotak Aggressive Hybrid Fund?
Both are Aggressive Hybrid funds, run by Edelweiss Mutual Fund and Kotak Mahindra Mutual Fund. Their portfolios overlap 24.2%. Edelweiss Aggressive Hybrid Fund charges 0.69% a year and Kotak Aggressive Hybrid Fund 0.64%.
Which has given higher returns, Edelweiss Aggressive Hybrid Fund or Kotak Aggressive Hybrid Fund?
Over 1 year: Edelweiss Aggressive Hybrid Fund −1.98%, Kotak Aggressive Hybrid Fund −2.74%. Over 3 years: Edelweiss Aggressive Hybrid Fund +12.76% a year, Kotak Aggressive Hybrid Fund +12.17% a year. Over 5 years: Edelweiss Aggressive Hybrid Fund +12.64% 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, Edelweiss Aggressive Hybrid Fund or Kotak Aggressive Hybrid Fund?
Kotak Aggressive Hybrid Fund charges less: 0.64% a year against 0.69%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Edelweiss Aggressive Hybrid Fund and Kotak Aggressive Hybrid Fund overlap?
24.2%. They hold 21 of the same securities, the largest shared ones being ICICIBANK, BHARTIARTL, SBIN. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss Aggressive Hybrid Fund or Kotak Aggressive Hybrid Fund?
On SEBI's riskometer, Edelweiss Aggressive Hybrid Fund is rated Very High and Kotak Aggressive Hybrid Fund Very High. Over 3 years, the standard deviation of daily returns was 10.61% and 11.73% a year.
Which is better for SIP, Edelweiss Aggressive Hybrid 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 ₹8,07,220 in Edelweiss Aggressive Hybrid Fund (XIRR 11.0% 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 Edelweiss Aggressive Hybrid Fund and Kotak Aggressive Hybrid Fund?
Yes. 24.2% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Edelweiss Aggressive Hybrid Fund and Kotak Aggressive Hybrid Fund?
Edelweiss Aggressive Hybrid Fund: Bharat Lahoti, Bhavesh Jain, Kedar Karnik, Rahul Dedhia. 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.