Kotak Equity Hybrid vs Edelweiss Aggressive Hybrid Fund compare

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Kotak Equity Hybrid - 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 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

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	2.29%	2.13%
6 Month	-3.51%	0.08%
1 Year	9.02%	9.94%
3 Year	13.86%	16.77%
5 Year	21.06%	21.03%

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	0.21%	2.04%
1 Year	-2.95%	1.85%
3 Year	13.9%	17.09%
5 Year	15.37%	17.58%

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%

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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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

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

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