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) | ₹7808 Cr | ₹5566 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 | 1.85% | 1.31% |
6 Month | 6.12% | 3.79% |
1 Year | 3.73% | 1.23% |
3 Year | 17.36% | 17.17% |
5 Year | 20.52% | 16.62% |
SIP Return Analysis
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 7.84% | 9.29% |
1 Year | 9.68% | 8.44% |
3 Year | 16.08% | 15.25% |
5 Year | 15.99% | 14.02% |
Rolling Lumpsum Returns
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 11.72% | 11.62% |
3 Year | 13.31% | 13.19% |
5 Year | 12.91% | 12.55% |
Risk Management
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 10.76% | 12.83% |
Sharp | 1.06% | 0.93% |
Beta | 1.08% | 1.20% |
Alpha | 1.34% | 0.81% |
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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 | 27.82 | 25.91 |
Large Cap | 41.48 | 40.98 |
Small Cap | 8.35 | 12.96 |
Mid Cap | 22.35 | 20.16 |
Sector Allocation
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 24.38 | 24.87 |
Energy | 2.57 | 0.15 |
Technology | 10.82 | 6.35 |
Financial Services | 15.88 | 20.12 |
Consumer Cyclical | 7.69 | 17.4 |
Consumer Defensive | 3.73 | 3.25 |
Healthcare | 6.85 | 3.78 |
Real Estate | 1.51 | 0.23 |
Utilities | 2.3 | 2.31 |
Basic Materials | 7.73 | 0.19 |
Industrials | 11.89 | 20.28 |
Communication Services | 4.66 | 1.08 |
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