HSBC Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

HSBC Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

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Kotak Aggressive Hybrid Fund - Growth

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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)	₹8402 Cr	₹5663 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	-1.11%	-0.93%
6 Month	3.43%	3.78%
1 Year	1.1%	-0.08%
3 Year	14.18%	14.84%
5 Year	16.12%	13.67%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	0.86%	1.04%
1 Year	10.93%	13.62%
3 Year	13.12%	13.26%
5 Year	13.58%	12.86%

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	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	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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