Kotak Equity Hybrid vs Edelweiss Aggressive Hybrid Fund compare

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Kotak Aggressive Hybrid Fund - Growth

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Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	1.07%	1.3%
6 Month	8.79%	6.01%
1 Year	5.71%	5.91%
3 Year	16.17%	17.62%
5 Year	18.62%	19.61%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	3.45%	2.41%
1 Year	14.53%	12.15%
3 Year	15.4%	15.77%
5 Year	15.13%	16.23%

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%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	10.34%	9.73%
Sharp	0.83%	1.03%
Beta	1.12%	1.09%
Alpha	1.73%	3.37%

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

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

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