Aggressive Hybrid Fund · head to head · AMFI NAVs
Aditya Birla Sun Life Aggressive Hybrid Fund vs Kotak Aggressive Hybrid Fund: SIP returns compared
Same ₹10,000 monthly SIP, same dates, Direct plans: over the last 5 years Aditya Birla Sun Life Aggressive Hybrid Fund is worth ₹7.16 L (XIRR 7.2%) and Kotak Aggressive Hybrid Fund ₹7.76 L (XIRR 10.5%) — Kotak Aggressive Hybrid Fund ahead by ₹59,650. Across every 5-year SIP since Jan 2013, Aditya Birla Sun Life Aggressive Hybrid Fund finished ahead in 39 of 106 and Kotak Aggressive Hybrid Fund in 67.
Historical simulation on actual NAVs — not a forecast and not investment advice. Disclaimer
Aditya Birla Sun Life Aggressive Hybrid Fund: invested — over — instalments; valued at NAV of —:
| Year | Invested | Aditya Birla Sun Life Aggressive Hybrid Fund value | XIRR to date |
|---|
₹10,000 a month in each: what it became
Each row is a monthly SIP ending today (1 Oct 2026), Direct plans. Post-tax assumes everything is redeemed today with no other capital gains this year.
| SIP period | Invested | Aditya Birla Sun Life Aggressive Hybrid Fund | XIRR | Kotak Aggressive Hybrid Fund | XIRR | Post-tax (both) |
|---|---|---|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1.17 L | -5.2% | ₹1.20 L | -0.7% | ₹1.17 L / ₹1.20 L |
| 3 years | ₹3,60,000 | ₹3.73 L | 2.5% | ₹3.91 L | 5.8% | ₹3.73 L / ₹3.91 L |
| 5 years | ₹6,00,000 | ₹7.16 L | 7.2% | ₹7.76 L | 10.5% | ₹7.16 L / ₹7.69 L |
| 10 years | ₹12,00,000 | ₹19.78 L | 9.8% | ₹23.02 L | 12.7% | ₹18.99 L / ₹21.81 L |
Every 5-year SIP, head to head
We started the same SIP in both funds in every month both have NAVs for — 106 SIPs, the first starting Jan 2013. Aditya Birla Sun Life Aggressive Hybrid Fund finished ahead in 37% of them; the median gap was 2.2 percentage points a year in Kotak Aggressive Hybrid Fund's favour.
Downside on the same dates: Aditya Birla Sun Life Aggressive Hybrid Fund's worst 5-year SIP returned -5.9% a year (started Apr 2015) and 3 of 106 lost money; Kotak Aggressive Hybrid Fund's worst returned -8.9% (started Apr 2015) and 13 lost money.
XIRR of every 5-year monthly SIP by the month it started. Gap = Aditya Birla Sun Life Aggressive Hybrid Fund minus Kotak Aggressive Hybrid Fund, percentage points a year.
| Window | SIPs compared | Ahead (Aditya / Kotak) | Median gap | Worst gap | Best gap |
|---|---|---|---|---|---|
| 3-year SIPs | 130 | 39% / 61% | -2.0 pp | -6.7 ppstarted Feb 2020 | +29.5 ppstarted Jan 2013 |
| 5-year SIPs | 106 | 37% / 63% | -2.2 pp | -5.2 ppstarted Feb 2018 | +16.1 ppstarted Jan 2013 |
Against an index fund, and the cost of the Regular plan
- Aditya Birla Sun Life Aggressive Hybrid Fund: the Regular plan of the same 10-year SIP ended ₹88,802 below Direct.
- Kotak Aggressive Hybrid Fund: the Regular plan of the same 10-year SIP ended ₹60,750 below Direct.
Questions
Which has given better SIP returns, Aditya Birla Sun Life Aggressive Hybrid Fund or Kotak Aggressive Hybrid Fund?
Over the last 5 years a ₹10,000 monthly SIP (Direct plans) is worth ₹7.16 L in Aditya Birla Sun Life Aggressive Hybrid Fund (XIRR 7.2%) and ₹7.76 L in Kotak Aggressive Hybrid Fund (XIRR 10.5%). Past returns don't tell you which will do better next.
Has Aditya Birla Sun Life Aggressive Hybrid Fund beaten Kotak Aggressive Hybrid Fund consistently?
In 37% of 106 rolling 5-year SIPs started on the same dates (from Jan 2013), Aditya Birla Sun Life Aggressive Hybrid Fund ended ahead of Kotak Aggressive Hybrid Fund (Direct plans). The median difference was -2.2 percentage points a year.
Where does this data come from?
Official daily NAVs published by AMFI. SIP instalments fall on the first business day of each month; both funds are compared on identical dates. Updated monthly.
Comparison on official AMFI NAVs, SIP on the first business day of each month, identical dates for both funds. It shows what happened, not which fund to buy — past performance does not indicate future returns. sipcalculatorhub.com is not a SEBI-registered investment adviser. Methodology.
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