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Kotak Equity Hybrid vs Edelweiss Aggressive Hybrid Fund compare
Kotak Aggressive Hybrid Fund - Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹8116 Cr | ₹3161 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 03 Nov 2014 | 12 Aug 2009 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 38.8% | 81% |
| Expense Ratio | 1.77 | 1.95 |
| Manager | Harsha Upadhyaya | Dhawal Dalal |
| ISIN Code | INF174K01E92 | INF754K01202 |
| 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 | Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -0.34% | 0.47% |
| 6 Month | 8.44% | 5.11% |
| 1 Year | 4.43% | 5.44% |
| 3 Year | 14.87% | 16.38% |
| 5 Year | 17.92% | 18.82% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.87% | 1.46% |
| 1 Year | 12.22% | 10.08% |
| 3 Year | 14.15% | 14.4% |
| 5 Year | 14.2% | 15.28% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.19% | 10.04% |
| 3 Year | 13.94% | 13.02% |
| 5 Year | 13.13% | 12.03% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.32% | 9.66% |
| Sharp | 0.82% | 1.01% |
| Beta | 1.11% | 1.08% |
| Alpha | 1.60% | 3.02% |
Fund Managers
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Dhawal Dalal |
| Total AUM | ₹139411 Cr | ₹25974 Cr |
| Funds Managed | 11 | 12 |
| Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 28.21 | 30.22 |
| Large Cap | 41.04 | 48.14 |
| Small Cap | 6.95 | 7.54 |
| Mid Cap | 23.8 | 14.11 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 22.79 | 25.1 |
| Communication Services | 2.85 | 3.93 |
| Energy | 2.43 | 2.59 |
| Technology | 8.45 | 7.77 |
| Financial Services | 21.18 | 23.33 |
| Consumer Cyclical | 8.46 | 8.63 |
| Healthcare | 7.06 | 9 |
| Real Estate | 1.37 | 0.32 |
| Consumer Defensive | 2.91 | 4.27 |
| Industrials | 11.04 | 6.48 |
| Basic Materials | 9.21 | 5.79 |
| Utilities | 2.25 | 2.79 |
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