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)	₹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	-0.62%	-1.7%
6 Month	0.75%	1.29%
1 Year	3.5%	0.98%
3 Year	14.86%	15.47%
5 Year	15.47%	12.87%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	1.03%	0.58%
1 Year	10.53%	12.4%
3 Year	12.77%	12.53%
5 Year	13.51%	12.65%

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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