Rolling Returns Calculator

Kotak Mahindra Mutual Fund

Kotak Aggressive Hybrid Fund — rolling returns

Aggressive Hybrid · NAV data as of

2,942 daily NAV records since 7 November 2014

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 1,715 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan
Holding period
Compare against

Direct plan · showing data from 7 November 2014 to 16 October 2026

Average rolling return

14.95%

Windows computed

1,715

Median return

14.61%

Standard deviation

4.47%

Best 5-year window

26.80%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

1.40%a year

Invested 23 Mar 2015 · exited 23 Mar 2020

Consistency — share of 5-year windows

Above 0%
100.0% (1,715 of 1,715)
Above 8%
93.1% (1,596 of 1,715)
Above 12%
80.5% (1,380 of 1,715)
Above 15%
43.7% (750 of 1,715)

Each point is one 5-year holding period, plotted against the date it began. Showing 344 of 1,715 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Kotak Aggressive Hybrid Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average14.49%14.67%14.95%14.86%14.31%
Median11.20%15.41%14.61%14.72%14.37%
Minimum-20.29%-4.16%1.40%11.70%12.43%
Maximum84.20%31.47%26.80%18.31%16.21%
Std deviation15.26%5.77%4.47%1.39%0.72%
Consistency
Above 0%89.03%98.05%100.00%100.00%100.00%
Above 8%60.62%88.00%93.06%100.00%100.00%
Above 12%47.80%68.48%80.47%98.77%100.00%
Above 15%39.83%52.99%43.73%43.48%13.07%
Coverage
Windows computed2,6992,2081,7151,219482

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.55% a year more than Regular.

This fund's Regular plan has NAV going back to 5 November 2014, but its Direct plan only began on 7 November 2014. The 1 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for Kotak Aggressive Hybrid Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average14.95%13.41%
Best window26.80%from 23 Mar 202025.09%from 23 Mar 2020
Worst window1.40%from 23 Mar 2015-0.04%from 23 Mar 2015
Windows computed1,7151,715

Common questions about Kotak Aggressive Hybrid Fund

What is the 5-year rolling return of Kotak Aggressive Hybrid Fund?
Across 1,715 overlapping 5-year holding periods between 7 November 2014 and 16 October 2026, the Direct plan of Kotak Aggressive Hybrid Fund returned an average of 14.95% a year, with a median of 14.61%. The best 5-year stretch returned 26.80% a year and the worst returned 1.40%.
Has Kotak Aggressive Hybrid Fund ever lost money over 5 years?
No. Every one of the 1,715 5-year holding periods in this fund's history ended in profit. The weakest returned 1.40% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Kotak Aggressive Hybrid Fund?
Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 14.95% a year on the Direct plan against 13.41% on the Regular plan, a difference of 1.55% a year.
What is the 1-year rolling return of Kotak Aggressive Hybrid Fund?
Across 2,699 overlapping 1-year holding periods between 7 November 2014 and 16 October 2026, the Direct plan of Kotak Aggressive Hybrid Fund returned an average of 14.49% a year, with a median of 11.20%. The best 1-year stretch returned 84.20% a year and the worst returned -20.29%.
What is the 3-year rolling return of Kotak Aggressive Hybrid Fund?
Across 2,208 overlapping 3-year holding periods between 7 November 2014 and 16 October 2026, the Direct plan of Kotak Aggressive Hybrid Fund returned an average of 14.67% a year, with a median of 15.41%. The best 3-year stretch returned 31.47% a year and the worst returned -4.16%.
What is the 7-year rolling return of Kotak Aggressive Hybrid Fund?
Across 1,219 overlapping 7-year holding periods between 7 November 2014 and 16 October 2026, the Direct plan of Kotak Aggressive Hybrid Fund returned an average of 14.86% a year, with a median of 14.72%. The best 7-year stretch returned 18.31% a year and the worst returned 11.70%.
What is the 10-year rolling return of Kotak Aggressive Hybrid Fund?
Across 482 overlapping 10-year holding periods between 7 November 2014 and 16 October 2026, the Direct plan of Kotak Aggressive Hybrid Fund returned an average of 14.31% a year, with a median of 14.37%. The best 10-year stretch returned 16.21% a year and the worst returned 12.43%.

Compare with other funds

Other Aggressive Hybrid funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.