HSBC Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

Overview

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Fund	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6606 Cr	₹5631 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	1.86
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

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Month	-4.96%	-7.19%
6 Month	-0.15%	-2.66%
1 Year	18.93%	17.34%
3 Year	13.45%	11.19%
5 Year	17.09%	14.19%

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	-	-
1 Year	10.55%	7.27%
3 Year	17.77%	17.26%
5 Year	18.44%	16%

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	11.72%	11.74%
3 Year	12.54%	13.3%
5 Year	12.51%	12.19%

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	8.13%	10.22%
Sharp	1.25%	0.89%
Beta	0.9%	1.02%
Alpha	5.28%	2.87%

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Name	Harsha Upadhyaya	Gautam Bhupal
Total AUM	₹139411 Cr	₹25949 Cr
Fund Manage	11	13
	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	26.15	23.58
Large Cap	39.58	33.77
Small Cap	10.97	21.4
Mid Cap	22.74	21.25

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	26.15	23.58
Petroleum Products	1.96	0.13
IT - Software	13.69	6.87
Capital Markets	1.06	5.42
Personal Products	1.81	-
Construction	3.33	1.41
Finance	5.7	3.26
Diversified FMCG	0.6	-
Banks	6.91	6.36
Pharmaceuticals & Biotechnology	4.48	0.76
Healthcare Services	1.97	0.66
Cement & Cement Products	2.03	0.18
Realty	1.58	3.54
Automobiles	0.91	2.74
Gas	0.91	-
Electrical Equipment	2.09	17.94
Fertilizers & Agrochemicals	0.59	-
Industrial Products	3.16	3.81
Consumer Durables	2.57	2.94
Transport Services	0.78	0.04
Aerospace & Defense	0.67	4.37
Oil	0.79	-
Chemicals & Petrochemicals	3.62	-
Telecom - Services	3.61	0.91
Auto Components	3.17	0.21
Power	2.57	4.17
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.04	-
Beverages	1.32	0.83
Food Products	-	0.21
Retailing	-	8.45
Leisure Services	-	0.81
Industrial Manufacturing	-	0.4