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Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option vs Kotak Aggressive Hybrid Fund - Direct Plan -Growth
Edelweiss Aggressive Hybrid Fund- and Kotak Aggressive Hybrid Fund are both in the Aggressive Hybrid Fund category, from Edelweiss Asset Management Limited and Kotak Mahindra Asset Management Company Limited. respectively. Edelweiss Aggressive Hybrid Fund- has posted a higher 3-year rolling CAGR. Kotak Aggressive Hybrid Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Kotak Aggressive Hybrid Fund has the lower direct-plan expense ratio, by 0.05 percentage points.
| Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option | Kotak Aggressive Hybrid Fund - Direct Plan -Growth | |
|---|---|---|
| Category | Aggressive Hybrid Fund | Aggressive Hybrid Fund |
| AMC | Edelweiss Asset Management Limited | Kotak Mahindra Asset Management Company Limited. |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 Index TRI |
| NAV | ₹73.28 (2026-10-28) | ₹73.43 (2026-10-28) |
| AUM | ₹3,834.837 Cr | ₹9,025.015 Cr |
| Expense Ratio (Direct) | 0.7% | 0.6492% |
| Inception | 2009-06-08 | 1999-11-29 |
Returns
Edelweiss Aggressive Hybrid Fund- leads on 3-year rolling CAGR (15.7% vs Kotak Aggressive Hybrid Fund's 15.7%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
Kotak Aggressive Hybrid Fund has been the more volatile of the two by standard deviation.
| Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option | Kotak Aggressive Hybrid Fund - Direct Plan -Growth | |
|---|---|---|
| 3Y Sharpe Ratio | 0.39 | 0.29 |
| 3Y Alpha | 3.2924% | 4.6124% |
| 3Y Std Deviation | 10.2574% | 11.6538% |
| 3Y Calmar Ratio | 0.92 | 0.72 |
Portfolio Analytics
Kotak Aggressive Hybrid Fund carries the higher portfolio YTM.
| Edelweiss Aggressive Hybrid Fund-Direct Plan-Growth Option | Kotak Aggressive Hybrid Fund - Direct Plan -Growth | |
|---|---|---|
| P/E Ratio | 23.6849 | 23.7734 |
| P/B Ratio | 8.0933 | 9.9087 |
| Dividend Yield | 1.0572% | 1.053% |
| Active Share | - | - |
| Portfolio Turnover | 86% | 50.93% |
| YTM | 6.35% | 6.48% |
| Duration (Macaulay) | 1.07 yrs | 2.98 yrs |
Punji Fund Health Score
Edelweiss Aggressive Hybrid Fund- and Kotak Aggressive Hybrid Fund carry the same Punji Quality grade.
Frequently asked questions
Which has a higher 3-year return, Edelweiss Aggressive Hybrid Fund- or Kotak Aggressive Hybrid Fund?
Edelweiss Aggressive Hybrid Fund-'s 3-year rolling CAGR of 15.7% is higher than Kotak Aggressive Hybrid Fund's 15.7%. Edelweiss Aggressive Hybrid Fund- sits in the 83rd percentile of its category on this metric, versus the 79th percentile for Kotak Aggressive Hybrid Fund - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, Edelweiss Aggressive Hybrid Fund- or Kotak Aggressive Hybrid Fund?
Kotak Aggressive Hybrid Fund's direct-plan expense ratio is 0.05 percentage points lower than Edelweiss Aggressive Hybrid Fund-'s. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, Edelweiss Aggressive Hybrid Fund- or Kotak Aggressive Hybrid Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), Kotak Aggressive Hybrid Fund has been more volatile than Edelweiss Aggressive Hybrid Fund- over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.39 for Edelweiss Aggressive Hybrid Fund- vs 0.29 for Kotak Aggressive Hybrid Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, Edelweiss Aggressive Hybrid Fund- or Kotak Aggressive Hybrid Fund?
Kotak Aggressive Hybrid Fund has ₹9,025 Cr in assets under management, versus ₹3,835 Cr for Edelweiss Aggressive Hybrid Fund-. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which has a higher yield to maturity (YTM), Edelweiss Aggressive Hybrid Fund- or Kotak Aggressive Hybrid Fund?
Kotak Aggressive Hybrid Fund's portfolio YTM (6.48%) is higher than Edelweiss Aggressive Hybrid Fund-'s. YTM is the weighted-average return a debt fund's current bond holdings would earn if held to maturity, assuming no defaults and coupons reinvested at the same rate - a useful forward-looking yield estimate for debt funds the way rolling CAGR is for equity funds, though it's an estimate based on today's portfolio, not a guaranteed return, and can move as bonds are bought/sold or as interest rates change.
Which has longer duration (more interest-rate sensitivity), Edelweiss Aggressive Hybrid Fund- or Kotak Aggressive Hybrid Fund?
Kotak Aggressive Hybrid Fund has the longer Macaulay duration of the two, meaning its NAV is more sensitive to interest-rate changes - a longer-duration debt fund tends to gain more when rates fall and lose more when rates rise, compared to a shorter-duration fund. Duration is expressed in years but isn't literally about how long you hold the fund; it's a measure of price sensitivity to rate moves. If you expect rates to fall, the longer-duration fund benefits more; if you expect rates to rise or want to minimize that swing, the shorter-duration fund is the more conservative pick.
Which fund has a longer track record, Edelweiss Aggressive Hybrid Fund- or Kotak Aggressive Hybrid Fund?
Kotak Aggressive Hybrid Fund launched on 1999-11-29, making it older than Edelweiss Aggressive Hybrid Fund- (launched 2009-06-08). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.