Axis Equity Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Aggressive Hybrid Fund - Growth
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Aggressive Hybrid Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹7808 Cr | ₹1594 Cr |
Min Investment | ₹100 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 03 Nov 2014 | 09 Aug 2018 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 38.8% | 0.0% |
Expense Ratio | 1.77 | 2.16 |
Manager | Harsha Upadhyaya | R Sivakumar |
ISIN Code | INF174K01E92 | INF846K01E90 |
Exits Load | Kotak Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -1.35% | -1.84% |
6 Month | 5.99% | 5.23% |
1 Year | 1.06% | 1.5% |
3 Year | 15.6% | 10.52% |
5 Year | 20.03% | 13.8% |
SIP Return Analysis
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.6% | 4.2% |
1 Year | 9.39% | 7.01% |
3 Year | 16.08% | 12.64% |
5 Year | 16% | 11.3% |
Rolling Lumpsum Returns
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.41% | 12.71% |
3 Year | 13.62% | 11.39% |
5 Year | 13.05% | 12.32% |
Risk Management
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.76% | 10.83% |
Sharp | 1.06% | 0.71% |
Beta | 1.08% | 1.13% |
Alpha | 1.34% | -2.80% |
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Fund Managers
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | R Sivakumar |
Total AUM | ₹139411 Cr | ₹9709 Cr |
Funds Managed | 11 | 10 |
Kotak Aggressive Hybrid Fund - Growth | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 27.82 | 27.2 |
Large Cap | 41.48 | 51.02 |
Small Cap | 8.35 | 11.3 |
Mid Cap | 22.35 | 10.47 |
Sector Allocation
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 24.38 | 22.39 |
Energy | 2.57 | 5.27 |
Technology | 10.82 | 7.95 |
Financial Services | 15.88 | 25.54 |
Consumer Cyclical | 7.69 | 8.32 |
Consumer Defensive | 3.73 | 1.75 |
Healthcare | 6.85 | 7.09 |
Real Estate | 1.51 | 2.12 |
Utilities | 2.3 | 1.67 |
Basic Materials | 7.73 | 5.05 |
Industrials | 11.89 | 8.45 |
Communication Services | 4.66 | 4.39 |
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