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HSBC Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Aggressive Hybrid Fund - Growth

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tortoise-icon HSBC Aggressive Hybrid Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹7413 Cr ₹5396 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 3.61% 3.6%
6 Month 3.11% 0.22%
1 Year 7.21% 3.78%
3 Year 18.86% 19.21%
5 Year 21.62% 17.73%

SIP Return Analysis

Scheme Name Kotak Aggressive Hybrid Fund - Growth HSBC Aggressive Hybrid Fund - Regular Growth
6 Month 9.6% 11.33%
1 Year 11.58% 11.13%
3 Year 17.42% 16.79%
5 Year 16.88% 14.97%

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 11.01% 13.32%
Sharp 0.84% 0.69%
Beta 1.08% 1.21%
Alpha 1.00% -0.13%

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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 30.4 24.62
Large Cap 39.15 36.45
Small Cap 8.75 17.06
Mid Cap 21.7 21.87

Sector Allocation

Scheme Name

Kotak Aggressive Hybrid Fund - Growth

HSBC Aggressive Hybrid Fund - Regular Growth

Others 29.46 24.62
Energy 2.5 0.14
Technology 13.72 12.19
Financial Services 13.22 15.68
Consumer Defensive 4.53 0.98
Industrials 8.26 23.24
Healthcare 6.91 1.64
Basic Materials 9.31 0.2
Real Estate 1.37 3.81
Utilities 3.39 3.48
Consumer Cyclical 3.22 13.51
Communication Services 4.12 0.53

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