Kotak Mahindra Hybrid Funds
Updated June 2026 · 12 active funds · data from AMFI NAVs
Kotak Mahindra runs 12 hybrid mutual fund schemes tracked on FindMF. The table below ranks them on trailing return, alongside risk metrics and real expense ratios computed independently from AMFI NAVs. Use it to compare Kotak Mahindra's hybrid line-up like for like - it is analysis, not advice. For how every hybrid fund in India compares, see the full category page.
100% of the 6 funds here with a computed alpha beat their benchmark over the measured window (positive alpha). Past performance is not indicative; this is analysis, not advice.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Kotak Aggressive Hybrid Fund Kotak Mahindra | +0.94% | +13.98% | +12.60% | 0.62 | -14.6% | 0.47% | ₹8.1K Cr |
| 2 | Kotak Equity Savings Fund Kotak Mahindra | +4.21% | +10.68% | +10.30% | 0.67 | -6.0% | 0.69% | ₹9.6K Cr |
| 3 | Kotak Balanced Advantage Fund Kotak Mahindra | -0.67% | +10.10% | +9.44% | 0.41 | -9.1% | 0.57% | ₹17.4K Cr |
| 4 | Kotak Debt Hybrid Kotak Mahindra | +1.39% | +9.33% | +9.10% | 0.48 | -4.4% | 0.48% | ₹3.0K Cr |
| 5 | Kotak Arbitrage Fund Kotak Mahindra | +6.59% | +7.67% | +6.81% | - | -0.3% | 0.38% | ₹70.8K Cr |
| 6 | Kotak Multi Asset Allocation Fund Kotak Mahindra | +18.07% | - | - | 1.11 | -13.8% | 0.50% | ₹12.1K Cr |
Ranked by trailing return (3Y where available, else 1Y) on funds with at least one year of history. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.