Edelweiss Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

Link copied to clipboard!

Kotak Aggressive Hybrid Fund - Growth

Invest Now

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Invest Now

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)	₹8462 Cr	₹3413 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	0.04%	-0.05%
6 Month	-0.26%	-0.44%
1 Year	4.14%	5.38%
3 Year	14.45%	16.08%
5 Year	14.41%	15.42%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	-0.33%	0.35%
1 Year	7.49%	6.62%
3 Year	11.43%	12.09%
5 Year	12.57%	13.95%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	10.61%	9.82%
3 Year	14.35%	13.53%
5 Year	13.25%	12.11%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	8.13%	8.47%
Sharp	0.87%	1.1%
Beta	1.38%	1.11%
Alpha	1.69%	3.66%

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	30.45	25.54
Large Cap	39.65	52.13
Small Cap	6.81	11.01
Mid Cap	23.09	13.09

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	23.16	25.53
Communication Services	3.26	-
Energy	1.93	-
Technology	10.01	-
Financial Services	22.32	-
Consumer Cyclical	7.66	-
Healthcare	6.89	-
Real Estate	1.45	-
Consumer Defensive	2.9	-
Industrials	11.12	-
Basic Materials	8.43	-
Utilities	0.88	-
Telecom - Services	-	4.58
Petroleum Products	-	3.47
IT - Software	-	3.64
Auto Components	-	3.15
Construction	-	1.47
Non - Ferrous Metals	-	0.86
Leisure Services	-	0.13
Pharmaceuticals & Biotechnology	-	5.58
Banks	-	17.98
Chemicals & Petrochemicals	-	1.63
Financial Technology (Fintech)	-	0.01
Healthcare Services	-	1.39
Commercial Services & Supplies	-	0.49
Cement & Cement Products	-	1.97
Electrical Equipment	-	2.99
Ferrous Metals	-	0.33
Industrial Products	-	0.8
Retailing	-	2.38
Realty	-	0.65
Automobiles	-	4.57
Agricultural Food & other Products	-	1.05
Capital Markets	-	1.32
Gas	-	0.36
Finance	-	5.05
Diversified FMCG	-	1.43
Fertilizers & Agrochemicals	-	0.8
Food Products	-	0.26
Oil	-	0.49
Cigarettes & Tobacco Products	-	0.61
Aerospace & Defense	-	1.11
Consumer Durables	-	0.7
Insurance	-	1.49
Transport Services	-	1.11
Power	-	2.39