INVESCO INDIA AGGRESSIVE HYBRID FUND vs Kotak Equity Hybrid compare
Kotak Aggressive Hybrid Fund - Growth
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
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) | ₹7853 Cr | ₹769 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Month | 2.11% | 1.81% |
6 Month | 15.22% | 11.43% |
1 Year | 1.47% | 0.32% |
3 Year | 14.44% | 15.5% |
5 Year | 19.49% | 16.22% |
SIP Return Analysis
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 4.53% | 2.27% |
1 Year | 11.86% | 6.63% |
3 Year | 15.25% | 15.82% |
5 Year | 15.07% | 14.65% |
Rolling Lumpsum Returns
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 11.41% | 12.01% |
3 Year | 13.62% | 13.91% |
5 Year | 13.05% | 14.1% |
Risk Management
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.49% | 10.61% |
Sharp | 0.70% | 0.80% |
Beta | 1.11% | 1.11% |
Alpha | 1.84% | 2.94% |
Fund Managers
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 |
Market Cap
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 31 | 38.91 |
Large Cap | 38.92 | 38.79 |
Small Cap | 7.52 | 8.55 |
Mid Cap | 22.56 | 13.74 |
Sector Allocation
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 26.64 | 34.85 |
Communication Services | 3 | 2.63 |
Energy | 2.51 | - |
Technology | 9.99 | 7.78 |
Financial Services | 16.22 | 19.52 |
Consumer Cyclical | 8.45 | 10.99 |
Consumer Defensive | 3.13 | 1.94 |
Healthcare | 7.16 | 3.6 |
Real Estate | 1.44 | 2.15 |
Industrials | 11.11 | 10.35 |
Basic Materials | 8.08 | 3.74 |
Utilities | 2.28 | 2.44 |
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