INVESCO INDIA AGGRESSIVE HYBRID FUND vs Kotak Equity Hybrid compare

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Kotak Aggressive Hybrid Fund - Growth

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INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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

Overview

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Fund	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹8462 Cr	₹832 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Nov 2014	30 Jun 2018
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	38.8%	146%
Expense Ratio	1.77	2.37
Manager	Harsha Upadhyaya	Krishna Venkat Cheemalapati
ISIN Code	INF174K01E92	INF205K011Q3
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	Invesco India Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Month	1.11%	0.39%
6 Month	2.16%	-0.38%
1 Year	3.51%	-0.81%
3 Year	15.19%	16.02%
5 Year	15.58%	13.35%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month	1.66%	0.99%
1 Year	12.44%	6.98%
3 Year	13.06%	12.73%
5 Year	13.54%	13.11%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year	10.67%	11.18%
3 Year	14.34%	14.26%
5 Year	13.24%	14.63%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation	8.13%	9.53%
Sharp	0.82%	0.89%
Beta	1.37%	1.15%
Alpha	1.76%	2.82%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Name	Harsha Upadhyaya	Krishna Venkat Cheemalapati
Total AUM	₹139411 Cr	₹24743 Cr
Funds Managed	11	19
	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Others	23.45	30.72
Large Cap	47.72	48.19
Small Cap	8.48	6.23
Mid Cap	20.35	14.86

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Others	23.16	30.72
Telecom - Services	3.25	2.45
Petroleum Products	1.93	-
IT - Software	8.94	9.42
Capital Markets	1.36	-
Retailing	4.76	2.25
Finance	9.87	6.65
Healthcare Services	3.88	1.07
Banks	10.16	13.57
Pharmaceuticals & Biotechnology	3.01	1.68
Realty	1.46	2.58
Automobiles	1.2	4.62
Diversified FMCG	1.03	2.91
Consumer Durables	3.53	4.01
Electrical Equipment	3.98	0.2
Aerospace & Defense	2.07	-
Construction	1.13	-
Chemicals & Petrochemicals	3.18	0.36
Auto Components	1.7	2.4
Industrial Products	1.03	0.31
Cement & Cement Products	3.37	1.82
Personal Products	0.66	1.25
Fertilizers & Agrochemicals	0.86	-
Power	0.88	1.62
Ferrous Metals	1.09	0.48
Agricultural, Commercial & Construction Vehicles	0.36	-
Insurance	0.94	2.32
Beverages	1.21	1.03
Other Utilities	-	0.35
Paper, Forest & Jute Products	-	0.45
Commercial Services & Supplies	-	0.71
Food Products	-	0.55
Transport Services	-	3.18
Industrial Manufacturing	-	1.04