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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) | ₹8462 Cr | ₹5650 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 | 0.3% | -0.53% |
| 6 Month | 3.32% | 3.65% |
| 1 Year | 4.06% | 1.26% |
| 3 Year | 15.11% | 15.98% |
| 5 Year | 16.22% | 13.55% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.73% | -1.03% |
| 1 Year | 7.93% | 9.45% |
| 3 Year | 12.41% | 12.34% |
| 5 Year | 13.32% | 12.57% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.78% | 10.91% |
| 3 Year | 14.31% | 13.59% |
| 5 Year | 13.23% | 12.98% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 8.13% | 12.20% |
| Sharp | 0.82% | 0.70% |
| Beta | 1.37% | 1.22% |
| Alpha | 1.76% | 1.59% |
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 | 30.45 | 29.89 |
| Large Cap | 39.65 | 39.77 |
| Small Cap | 6.81 | 16.08 |
| Mid Cap | 23.09 | 14.26 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 23.16 | 25.89 |
| Communication Services | 3.26 | 1.16 |
| Energy | 1.93 | 0.62 |
| Technology | 10.01 | 6.07 |
| Financial Services | 22.32 | 20.3 |
| Consumer Cyclical | 7.66 | 17.82 |
| Healthcare | 6.89 | 6.73 |
| Real Estate | 1.45 | - |
| Consumer Defensive | 2.9 | 3.87 |
| Industrials | 11.12 | 16.6 |
| Basic Materials | 8.43 | - |
| Utilities | 0.88 | 0.93 |
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