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HSBC Aggressive Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Aggressive Hybrid Fund - Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹7864 Cr | ₹5513 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Nov 2014 | 07 Feb 2011 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 38.8% | 75% |
| Expense Ratio | 1.77 | 1.85 |
| Manager | Harsha Upadhyaya | Gautam Bhupal |
| ISIN Code | INF174K01E92 | INF917K01LB0 |
| 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 | HSBC Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.25% | 0.82% |
| 6 Month | 10.9% | 14.92% |
| 1 Year | 4.14% | 2.83% |
| 3 Year | 15.08% | 15.22% |
| 5 Year | 19.72% | 16.11% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 5.04% | 7.12% |
| 1 Year | 8.22% | 9.77% |
| 3 Year | 14.86% | 14.95% |
| 5 Year | 15.06% | 13.79% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.41% | 11.35% |
| 3 Year | 13.62% | 13.32% |
| 5 Year | 13.05% | 12.71% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 10.48% | 12.28% |
| Sharp | 0.87% | 0.74% |
| Beta | 1.10% | 1.18% |
| Alpha | 1.92% | 1.34% |
Fund Managers
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Gautam Bhupal |
| Total AUM | ₹139411 Cr | ₹25949 Cr |
| Funds Managed | 11 | 13 |
| Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 31 | 25.91 |
| Large Cap | 38.92 | 40.98 |
| Small Cap | 7.52 | 12.96 |
| Mid Cap | 22.56 | 20.16 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 26.64 | 24.87 |
| Communication Services | 3 | 1.08 |
| Energy | 2.51 | 0.15 |
| Technology | 9.99 | 6.35 |
| Financial Services | 16.22 | 20.12 |
| Consumer Cyclical | 8.45 | 17.4 |
| Consumer Defensive | 3.13 | 3.25 |
| Healthcare | 7.16 | 3.78 |
| Real Estate | 1.44 | 0.23 |
| Industrials | 11.11 | 20.28 |
| Basic Materials | 8.08 | 0.19 |
| Utilities | 2.28 | 2.31 |
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