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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) | ₹7413 Cr | ₹2749 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 | 2.99% | 2.88% |
| 6 Month | 1.81% | 3.51% |
| 1 Year | 5.33% | 7.42% |
| 3 Year | 18.57% | 21.19% |
| 5 Year | 21.1% | 21.26% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 9.09% | 7.94% |
| 1 Year | 11.76% | 12.74% |
| 3 Year | 16.84% | 18.51% |
| 5 Year | 16.49% | 18.1% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.72% | 10.25% |
| 3 Year | 13.31% | 12.61% |
| 5 Year | 12.91% | 11.94% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.76% | 9.99% |
| Sharp | 1.06% | 1.36% |
| Beta | 1.08% | 1.04% |
| Alpha | 1.34% | 3.91% |
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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 | 26.18 | 26.46 |
| Large Cap | 44.02 | 49.27 |
| Small Cap | 8.32 | 6.9 |
| Mid Cap | 21.48 | 17.37 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 24.88 | 25.18 |
| Energy | 2.6 | 2.76 |
| Technology | 10.62 | 7.83 |
| Financial Services | 16.18 | 23.36 |
| Consumer Cyclical | 7.42 | 7.79 |
| Consumer Defensive | 4.04 | 4.08 |
| Healthcare | 6.95 | 8.38 |
| Real Estate | 1.43 | 0.34 |
| Utilities | 2.62 | 3.16 |
| Basic Materials | 7.9 | 5.01 |
| Industrials | 10.83 | 9.06 |
| Communication Services | 4.53 | 3.05 |
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