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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 | ₹787 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 | 1.1% | -0.34% |
| 6 Month | 13.97% | 8.32% |
| 1 Year | 1.94% | -1.57% |
| 3 Year | 16.49% | 16.71% |
| 5 Year | 18.8% | 15.3% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.73% | 0.86% |
| 1 Year | 14.57% | 6.66% |
| 3 Year | 15.38% | 14.92% |
| 5 Year | 15.03% | 14.18% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.19% | 11.87% |
| 3 Year | 13.94% | 13.99% |
| 5 Year | 13.13% | 14.54% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.34% | 10.50% |
| Sharp | 0.83% | 0.86% |
| Beta | 1.12% | 1.13% |
| Alpha | 1.73% | 2.13% |
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 | 27.61 | 38.7 |
| Large Cap | 41.21 | 39.33 |
| Small Cap | 7.41 | 7.97 |
| Mid Cap | 23.78 | 14 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 22.74 | 34.74 |
| Communication Services | 2.98 | 2.53 |
| Energy | 2.34 | - |
| Technology | 9.89 | 8.63 |
| Financial Services | 19.03 | 19.54 |
| Consumer Cyclical | 8.42 | 11.34 |
| Healthcare | 7.14 | 3.42 |
| Real Estate | 1.4 | 2.4 |
| Consumer Defensive | 3.07 | 1.76 |
| Industrials | 11.19 | 9.8 |
| Basic Materials | 9.55 | 3.63 |
| Utilities | 2.23 | 2.21 |
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