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) | ₹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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