Axis Equity Hybrid Fund vs Kotak Equity Hybrid compare

Link copied to clipboard!

Kotak Aggressive Hybrid Fund - Growth

Invest Now

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹7413 Cr	₹1576 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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	0.51%	0.2%
6 Month	4.34%	5.23%
1 Year	4.19%	5.66%
3 Year	17.47%	12.94%
5 Year	20.68%	14.34%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	9.09%	6.9%
1 Year	11.76%	9.76%
3 Year	16.84%	13.3%
5 Year	16.49%	11.71%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	11.72%	13.2%
3 Year	13.31%	11.27%
5 Year	12.91%	12.12%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	26.18	27.26
Large Cap	44.02	51.97
Small Cap	8.32	11.27
Mid Cap	21.48	9.5

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	24.88	24.09
Energy	2.6	5.35
Technology	10.62	7.81
Financial Services	16.18	26.05
Consumer Cyclical	7.42	7.64
Consumer Defensive	4.04	1.93
Healthcare	6.95	7.4
Real Estate	1.43	2.09
Utilities	2.62	1.36
Basic Materials	7.9	4.83
Industrials	10.83	7.18
Communication Services	4.53	4.27