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Edelweiss Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Aggressive Hybrid Fund - Growth

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tortoise-icon 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) ₹7413 Cr ₹2749 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 3.61% 3.3%
6 Month 3.11% 5.25%
1 Year 7.21% 9.45%
3 Year 18.86% 21.48%
5 Year 21.62% 21.8%

SIP Return Analysis

Scheme Name Kotak Aggressive Hybrid Fund - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month 9.6% 8.56%
1 Year 11.58% 13.11%
3 Year 17.42% 19.39%
5 Year 16.88% 18.63%

Rolling Lumpsum Returns

Scheme Name Kotak Aggressive Hybrid Fund - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 11.72% 10.25%
3 Year 13.31% 12.61%
5 Year 12.91% 11.94%

Risk Management

Scheme Name Kotak Aggressive Hybrid Fund - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 11.01% 10.35%
Sharp 0.84% 1.10%
Beta 1.08% 1.04%
Alpha 1.00% 3.45%

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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 30.4 28.42
Large Cap 39.15 50.97
Small Cap 8.75 5.21
Mid Cap 21.7 15.41

Sector Allocation

Scheme Name

Kotak Aggressive Hybrid Fund - Growth

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 29.46 28.01
Energy 2.5 4.7
Technology 13.72 7.17
Financial Services 13.22 21.01
Consumer Defensive 4.53 3.77
Industrials 8.26 5.43
Healthcare 6.91 11.34
Basic Materials 9.31 2.49
Real Estate 1.37 0.82
Utilities 3.39 3.93
Consumer Cyclical 3.22 8.63
Communication Services 4.12 2.7

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