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Edelweiss Aggressive Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Aggressive Hybrid Fund - Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹8462 Cr | ₹3317 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Nov 2014 | 12 Aug 2009 |
| 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% | 81% |
| Expense Ratio | 1.77 | 1.95 |
| Manager | Harsha Upadhyaya | Dhawal Dalal |
| ISIN Code | INF174K01E92 | INF754K01202 |
| 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 | Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.03% | -0.95% |
| 6 Month | 3.6% | 3.28% |
| 1 Year | 1.97% | 4.66% |
| 3 Year | 14.38% | 16.13% |
| 5 Year | 15.59% | 16.56% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.3% | 0.95% |
| 1 Year | 10.78% | 9.94% |
| 3 Year | 12.88% | 13.69% |
| 5 Year | 13.41% | 14.84% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.78% | 9.86% |
| 3 Year | 14.31% | 13.4% |
| 5 Year | 13.23% | 12.1% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.13% | 9.65% |
| Sharp | 0.82% | 0.94% |
| Beta | 1.37% | 1.08% |
| Alpha | 1.76% | 2.94% |
Fund Managers
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Dhawal Dalal |
| Total AUM | ₹139411 Cr | ₹25974 Cr |
| Funds Managed | 11 | 12 |
| Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.45 | 29.1 |
| Large Cap | 39.65 | 47.01 |
| Small Cap | 6.81 | 9.12 |
| Mid Cap | 23.09 | 14.77 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 23.16 | 23.18 |
| Communication Services | 3.26 | 4.59 |
| Energy | 1.93 | 4.15 |
| Technology | 10.01 | 6.27 |
| Financial Services | 22.32 | 25.18 |
| Consumer Cyclical | 7.66 | 10.44 |
| Healthcare | 6.89 | 7.69 |
| Real Estate | 1.45 | 0.89 |
| Consumer Defensive | 2.9 | 3.57 |
| Industrials | 11.12 | 5.69 |
| Basic Materials | 8.43 | 5.6 |
| Utilities | 0.88 | 2.75 |
Top Comparisons
Kotak Aggressive Hybrid Fund - Growth
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3Y Returns16.13%
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Edelweiss Overnight Fund - Regular Plan - Growth
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