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Kotak Equity Hybrid vs Edelweiss Aggressive Hybrid Fund compare
Kotak Equity Hybrid - Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Equity Hybrid - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Equity Hybrid - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6606 Cr | ₹2371 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 Equity Hybrid - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.37% | 3.08% |
| 6 Month | 0.1% | 4.24% |
| 1 Year | 8.95% | 11.21% |
| 3 Year | 16.14% | 18.99% |
| 5 Year | 23.09% | 22.86% |
SIP Return Analysis
| Scheme Name | Kotak Equity Hybrid - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.53% | 5.37% |
| 1 Year | 4.15% | 8.07% |
| 3 Year | 15.75% | 18.47% |
| 5 Year | 16.11% | 18.16% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Hybrid - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.18% | 10.27% |
| 3 Year | 13.43% | 12.41% |
| 5 Year | 12.72% | 11.84% |
Risk Management
| Scheme Name | Kotak Equity Hybrid - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.787% | 9.903% |
| Sharp | 0.49% | 0.882% |
| Beta | 1.055% | 1.029% |
| Alpha | 0.867% | 3.399% |
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Fund Managers
| Scheme Name | Kotak Equity Hybrid - 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 Equity Hybrid - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Equity Hybrid - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 30.4 | 28.42 |
| Large Cap | 39.15 | 50.97 |
| Small Cap | 8.75 | 5.21 |
| Mid Cap | 21.7 | 15.41 |
Sector Allocation
| Scheme Name |
Kotak Equity Hybrid - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.46 | 28.01 |
| Energy | 2.5 | 4.7 |
| Technology | 13.72 | 7.17 |
| Financial Services | 13.22 | 21.01 |
| Consumer Defensive | 4.53 | 3.77 |
| Industrials | 8.26 | 5.43 |
| Healthcare | 6.91 | 11.34 |
| Basic Materials | 9.31 | 2.49 |
| Real Estate | 1.37 | 0.82 |
| Utilities | 3.39 | 3.93 |
| Consumer Cyclical | 3.22 | 8.63 |
| Communication Services | 4.12 | 2.7 |
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