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)	₹8402 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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	-1.11%	-0.15%
6 Month	3.43%	2.83%
1 Year	1.1%	4.38%
3 Year	14.18%	15.8%
5 Year	16.12%	17.16%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	1.48%	2.22%
1 Year	11.99%	11.73%
3 Year	13.77%	14.81%
5 Year	14.09%	15.63%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	10.83%	9.88%
3 Year	14.35%	13.33%
5 Year	13.21%	12.08%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	8.13%	9.66%
Sharp	0.9%	1.01%
Beta	1.35%	1.08%
Alpha	1.95%	3.02%

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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	21.79	30.2
Large Cap	48.95	47.44
Small Cap	8.48	8.45
Mid Cap	20.78	13.91

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	21.5	24.14
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	-
Communication Services	-	4.12
Energy	-	2.87
Utilities	-	2.65
Technology	-	8.47
Consumer Cyclical	-	8.29
Industrials	-	6.38
Consumer Defensive	-	4.12
Basic Materials	-	5.65
Healthcare	-	9.37
Financial Services	-	22.99
Real Estate	-	0.96