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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 | -1.32% | -1.26% |
| 6 Month | 3.05% | 4.05% |
| 1 Year | 0.92% | -1.26% |
| 3 Year | 14.27% | 15.01% |
| 5 Year | 15.94% | 13.4% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.3% | 0.36% |
| 1 Year | 10.78% | 13.82% |
| 3 Year | 12.88% | 13.05% |
| 5 Year | 13.41% | 12.7% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.83% | 10.96% |
| 3 Year | 14.35% | 13.56% |
| 5 Year | 13.21% | 12.97% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 10.36% | 12.20% |
| Sharp | 0.74% | 0.70% |
| Beta | 1.12% | 1.22% |
| Alpha | 1.29% | 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 | 28.5 | 28.86 |
| Large Cap | 41.18 | 40.97 |
| Small Cap | 6.8 | 15.05 |
| Mid Cap | 23.52 | 15.12 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 21.5 | 26.22 |
| Communication Services | 3.03 | 1.13 |
| Energy | 2.48 | 0.59 |
| Technology | 9.43 | 6.12 |
| Financial Services | 22.23 | 18.41 |
| Consumer Cyclical | 7.97 | 17.49 |
| Healthcare | 7.03 | 5.48 |
| Real Estate | 1.44 | 0 |
| Consumer Defensive | 2.95 | 3.86 |
| Industrials | 11.04 | 19.71 |
| Basic Materials | 8.75 | 0 |
| Utilities | 2.15 | 0.98 |
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