Axis Equity Hybrid Fund vs Kotak Equity Hybrid compare

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Kotak Aggressive Hybrid Fund - Growth

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Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

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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)	₹8402 Cr	₹1581 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	-2.06%	-0.62%
6 Month	4.08%	3.46%
1 Year	1.26%	3.46%
3 Year	13.92%	10.56%
5 Year	16.21%	11.14%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	1.48%	2.82%
1 Year	11.99%	12.15%
3 Year	13.77%	11.96%
5 Year	14.09%	10.55%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	10.83%	11.37%
3 Year	14.35%	11.26%
5 Year	13.21%	12.47%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	8.13%	9.91%
Sharp	0.9%	0.46%
Beta	1.35%	1.11%
Alpha	1.95%	-2.30%

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	21.79	27.98
Large Cap	48.95	52.78
Small Cap	8.48	9.3
Mid Cap	20.78	9.94

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	21.5	23.88
Telecom - Services	3.02	-
Petroleum Products	1.91	-
IT - Software	8.36	-
Capital Markets	1.35	-
Retailing	5.1	-
Finance	9.97	-
Healthcare Services	4.26	-
Banks	9.95	-
Pharmaceuticals & Biotechnology	2.77	-
Realty	1.44	-
Automobiles	1.12	-
Diversified FMCG	1.08	-
Consumer Durables	3.53	-
Electrical Equipment	3.57	-
Aerospace & Defense	2.16	-
Oil	0.57	-
Construction	1.25	-
Chemicals & Petrochemicals	3.32	-
Auto Components	1.75	-
Industrial Products	1.07	-
Cement & Cement Products	3.55	-
Personal Products	0.67	-
Fertilizers & Agrochemicals	0.92	-
Power	2.15	-
Ferrous Metals	1.12	-
Agricultural, Commercial & Construction Vehicles	0.39	-
Insurance	0.95	-
Beverages	1.2	-
Energy	-	6.08
Technology	-	8.84
Healthcare	-	6.94
Industrials	-	9.27
Financial Services	-	24.29
Consumer Defensive	-	2.36
Basic Materials	-	3.42
Real Estate	-	2.01
Consumer Cyclical	-	7.45
Utilities	-	2.01
Communication Services	-	3.46