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)	₹7864 Cr	₹2994 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	-0.25%	-1.12%
6 Month	10.9%	8.89%
1 Year	4.14%	4.43%
3 Year	15.08%	16.88%
5 Year	19.72%	19.69%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	5.04%	2.91%
1 Year	8.22%	6.54%
3 Year	14.86%	15.56%
5 Year	15.06%	16.25%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	11.41%	10.16%
3 Year	13.62%	12.85%
5 Year	13.05%	11.99%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	10.48%	9.81%
Sharp	0.87%	1.10%
Beta	1.10%	1.07%
Alpha	1.92%	3.82%

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	31	30.94
Large Cap	38.92	46.09
Small Cap	7.52	7.62
Mid Cap	22.56	15.34

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	26.64	25.9
Communication Services	3	4.07
Energy	2.51	2.78
Technology	9.99	8.59
Financial Services	16.22	22.19
Consumer Cyclical	8.45	6.8
Consumer Defensive	3.13	4.76
Healthcare	7.16	8.55
Real Estate	1.44	0.32
Industrials	11.11	8.1
Basic Materials	8.08	5.51
Utilities	2.28	2.44

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