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) | ₹7853 Cr | ₹2994 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 | 2.63% | 2.51% |
6 Month | 16.54% | 12.48% |
1 Year | 1.91% | 2.09% |
3 Year | 15.55% | 17.6% |
5 Year | 19.25% | 19.84% |
SIP Return Analysis
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.53% | 3.06% |
1 Year | 11.86% | 10.33% |
3 Year | 15.25% | 15.89% |
5 Year | 15.07% | 16.29% |
Rolling Lumpsum Returns
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.41% | 10.16% |
3 Year | 13.62% | 12.85% |
5 Year | 13.05% | 11.99% |
Risk Management
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.49% | 9.86% |
Sharp | 0.70% | 0.94% |
Beta | 1.11% | 1.07% |
Alpha | 1.84% | 3.98% |
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 | 27.61 | 32.35 |
Large Cap | 41.21 | 45.84 |
Small Cap | 7.41 | 7.21 |
Mid Cap | 23.78 | 14.61 |
Sector Allocation
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 22.74 | 26.39 |
Communication Services | 2.98 | 4.42 |
Energy | 2.34 | 2.67 |
Technology | 9.89 | 9.24 |
Financial Services | 19.03 | 21.93 |
Consumer Cyclical | 8.42 | 7.24 |
Healthcare | 7.14 | 8.77 |
Real Estate | 1.4 | 0.31 |
Consumer Defensive | 3.07 | 4.23 |
Industrials | 11.19 | 7.3 |
Basic Materials | 9.55 | 4.93 |
Utilities | 2.23 | 2.56 |
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