Kotak Aggressive Hybrid Fund vs PGIM India Aggressive Hybrid Equity Fund
Kotak Aggressive Hybrid Fund and PGIM India Aggressive Hybrid Equity Fund are both Aggressive Hybrid funds. As of 5 Nov 2026 (Direct plan, Growth option): 3-year CAGR +13.82% vs +10.35%, 5-year CAGR +11.74% vs +7.20%, volatility 13.33% vs 10.98%, maximum drawdown −47.44% vs −31.22%. Their portfolios overlap by 28.1% (25 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| Kotak Aggressive Hybrid | PGIM India Aggressive Hybrid Equity | |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | PGIM India Mutual Fund |
| Compared as | Aggressive Hybrid | Aggressive Hybrid |
| NAV | ₹47.6730 | ₹158.6300 |
| NAV date | 5 Nov 2026 | 5 Nov 2026 |
| Launched (first NAV) | 2 Jan 2013 | 8 Mar 2016 |
| Track record | 13.8 yrs | 10.7 yrs |
| Fund size (AUM) | ₹9,040 Cr | ₹193 Cr |
| Securities held | 110 | 70 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| Kotak Aggressive Hybrid | PGIM India Aggressive Hybrid Equity | |
|---|---|---|
| 1 month | +2.92% | +4.64% |
| 3 months | −1.63% | −0.41% |
| 6 months | +1.55% | +2.45% |
| 1 year | +2.93% | +0.06% |
| 3 years (CAGR) | +13.82% | +10.35% |
| 5 years (CAGR) | +11.74% | +7.20% |
| 7 years (CAGR) | +15.21% | +10.96% |
| 10 years (CAGR) | +10.96% | +9.90% |
| Since launch (CAGR) | +5.23% | +10.67% |
| SIP return (XIRR, 5 years) ⓘ | +11.73% | +8.61% |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| Kotak Aggressive Hybrid | PGIM India Aggressive Hybrid Equity | |
|---|---|---|
| 2026 (year to date) | +3.63% | +0.63% |
| 2025 | +5.48% | +5.89% |
| 2024 | +23.35% | +16.18% |
| 2023 | +21.73% | +19.15% |
| 2022 | +6.50% | −2.30% |
| 2021 | +30.66% | +24.81% |
Risk
| Kotak Aggressive Hybrid | PGIM India Aggressive Hybrid Equity | |
|---|---|---|
| Volatility (annualised) ⓘ | 13.33% | 10.98% |
| Downside volatility ⓘ | 9.23% | 7.43% |
| Sharpe ratio ⓘ | 0.55 | 0.35 |
| Sortino ratio ⓘ | 0.80 | 0.52 |
| Maximum drawdown ⓘ | −47.44% | −31.22% |
| Recovery from that fall | 14 months | 7 months |
| Current fall from peak | −1.63% | −1.24% |
| Rolling 1-year return: worst | −29.08% | −24.83% |
| Rolling 1-year return: median | +6.44% | +9.07% |
| Rolling 1-year return: best | +82.38% | +69.42% |
| Share of 1-year periods with a loss | 31.01% | 19.21% |
Against each fund's benchmark
| Kotak Aggressive Hybrid | PGIM India Aggressive Hybrid Equity | |
|---|---|---|
| Beta ⓘ | 0.84 | 0.70 |
| Alpha (Jensen's, annualised) ⓘ | +3.60% | +0.93% |
| R² ⓘ | 88.55 | 88.25 |
| Upside capture | 99.98% | 77.83% |
| Downside capture | 78.60% | 63.35% |
| Tracking error | 5.06% | 5.84% |
| Information ratio | 0.73 | 0.11 |
| Treynor ratio | 6.72 | 3.72 |
Portfolio
Asset mix
| Kotak Aggressive Hybrid | PGIM India Aggressive Hybrid Equity | |
|---|---|---|
| Equity | 74.39% | 76.26% |
| Debt | 13.98% | 20.43% |
| Cash & equivalents | 11.63% | 3.31% |
Market-cap split (share of fund assets)
| Kotak Aggressive Hybrid | PGIM India Aggressive Hybrid Equity | |
|---|---|---|
| Large Cap | 39.00% | 50.84% |
| Mid Cap | 25.64% | 17.95% |
| Small Cap | 7.24% | 6.87% |
| Unclassified | 2.51% | 0.60% |
Concentration
| Kotak Aggressive Hybrid | PGIM India Aggressive Hybrid Equity | |
|---|---|---|
| Top 10 holdings | 26.48% | 39.57% |
| Effective number of stocks ⓘ | 72.2 | 40.8 |
| Securities held | 110 | 70 |
Portfolio overlap: 28.1%
25 companies are held by both funds; by weight, 28.1% of the two portfolios is the same. That is a moderate overlap.
| Held by both | Kotak Aggressive Hybrid | PGIM India Aggressive Hybrid Equity |
|---|---|---|
| ICICI Bank Limited | 2.98% | 6.41% |
| Bharti Airtel Limited | 2.90% | 3.69% |
| HDFC Bank Limited | 2.50% | 6.74% |
| State Bank of India | 2.87% | 2.26% |
| Bajaj Finance Limited | 1.74% | 2.09% |
| Infosys Limited | 1.47% | 2.69% |
| Eternal Limited | 3.25% | 1.39% |
| Solar Industries India Limited | 1.49% | 1.24% |
| Dixon Technologies (India) Limited | 1.69% | 1.13% |
| SRF Ltd. | 1.07% | 1.12% |
| Bharat Electronics Limited | 2.04% | 0.90% |
| Torrent Pharmaceuticals Limited | 0.90% | 1.41% |
| UNO Minda Limited | 0.89% | 1.36% |
| Max Healthcare Institute Limited | 0.88% | 1.30% |
| Vishal Mega Mart Limited | 1.09% | 0.79% |
Top 10 holdings
Kotak Aggressive Hybrid
- Eternal Limited3.25%
- ICICI Bank Limited2.98%
- Bharti Airtel Limited2.90%
- State Bank of India2.87%
- Fortis Healthcare Limited2.73%
- Shriram Finance Limited2.54%
- HDFC Bank Limited2.50%
- Cholamandalam Investment and Finance Company Ltd2.50%
- Molbio Diagnostics Limited2.17%
- Bharat Electronics Limited2.04%
PGIM India Aggressive Hybrid Equity
- HDFC Bank Limited6.74%
- ICICI Bank Limited6.41%
- 7.26% Government of India (22/08/2032)4.70%
- Axis Bank Limited4.10%
- Bharti Airtel Limited3.69%
- Reliance Industries Limited3.43%
- Larsen & Toubro Limited2.97%
- Infosys Limited2.69%
- 7.1% Government of India (08/04/2034)2.58%
- State Bank of India2.26%
Sector exposure
| Kotak Aggressive Hybrid | PGIM India Aggressive Hybrid Equity | |
|---|---|---|
| Banks | 11.18% | 15.41% |
| Sovereign | 4.61% | 11.77% |
| Finance | 10.70% | 4.13% |
| Pharmaceuticals & Biotechnology | 3.20% | 5.39% |
| Retailing | 5.28% | 2.18% |
| Healthcare Services | 5.07% | 1.30% |
| IT - Software | 5.03% | 4.60% |
| Capital Markets | 4.92% | 3.09% |
| CRISIL A1+ | 2.35% | 4.60% |
| Auto Components | 2.26% | 4.21% |
| Consumer Durables | 3.75% | 3.97% |
| Telecom - Services | 2.90% | 3.69% |
| Petroleum Products | 1.43% | 3.43% |
| Chemicals & Petrochemicals | 3.16% | 2.36% |
Questions people ask
What is the difference between Kotak Aggressive Hybrid and PGIM India Aggressive Hybrid Equity returns?
As of 5 Nov 2026, Direct plan Growth option: 1-year return +2.93% vs +0.06%; 3-year CAGR +13.82% vs +10.35%; 5-year CAGR +11.74% vs +7.20%; 10-year CAGR +10.96% vs +9.90%. Past returns do not indicate future returns.
How do Kotak Aggressive Hybrid and PGIM India Aggressive Hybrid Equity compare on risk?
Volatility (36 monthly returns, annualised) 13.33% vs 10.98%; Sharpe ratio 0.55 vs 0.35; Sortino ratio 0.80 vs 0.52; maximum drawdown −47.44% vs −31.22%; beta 0.84 vs 0.70.
How much do Kotak Aggressive Hybrid and PGIM India Aggressive Hybrid Equity overlap?
By weight, 28.1% of the two portfolios is invested in the same companies; 25 stocks are held by both, the largest shared positions being ICICI Bank Limited, Bharti Airtel Limited, HDFC Bank Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of Kotak Aggressive Hybrid and PGIM India Aggressive Hybrid Equity?
Kotak Aggressive Hybrid: large cap 39.0%, mid cap 25.6%, small cap 7.2%. PGIM India Aggressive Hybrid Equity: large cap 50.8%, mid cap 18.0%, small cap 6.9% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
More comparisons
Kotak Aggressive Hybrid vs
PGIM India Aggressive Hybrid Equity vs
- PGIM India Aggressive Hybrid Equity vs ICICI Prudential Aggressive Hybrid
- PGIM India Aggressive Hybrid Equity vs Nippon India Aggressive Hybrid Fund (Existing Number of Segregated Portfolios - 2)
- PGIM India Aggressive Hybrid Equity vs UTI Aggressive Hybrid
- PGIM India Aggressive Hybrid Equity vs Canara Robeco Aggressive Hybrid
All Aggressive Hybrid comparisons → · Compare up to six funds yourself → · Every fund in this category → · All comparisons →
Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 5 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.