Edelweiss Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

Edelweiss Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

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Kotak Aggressive Hybrid Fund - Growth

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Edelweiss 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	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)	₹8116 Cr	₹3161 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	1.36%	1.54%
6 Month	9.77%	6.24%
1 Year	6.46%	7.03%
3 Year	15.38%	16.8%
5 Year	18.47%	19.4%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	3.49%	2.63%
1 Year	14.47%	11.73%
3 Year	15.07%	15.22%
5 Year	14.81%	15.81%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	11.19%	10.04%
3 Year	13.94%	13.02%
5 Year	13.13%	12.03%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	10.32%	9.66%
Sharp	0.82%	1.01%
Beta	1.11%	1.08%
Alpha	1.60%	3.02%

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	28.21	30.22
Large Cap	41.04	48.14
Small Cap	6.95	7.54
Mid Cap	23.8	14.11

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	22.79	25.1
Communication Services	2.85	3.93
Energy	2.43	2.59
Technology	8.45	7.77
Financial Services	21.18	23.33
Consumer Cyclical	8.46	8.63
Healthcare	7.06	9
Real Estate	1.37	0.32
Consumer Defensive	2.91	4.27
Industrials	11.04	6.48
Basic Materials	9.21	5.79
Utilities	2.25	2.79

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