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Kotak Equity Hybrid vs Edelweiss Aggressive Hybrid Fund compare

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tortoise-icon Kotak Aggressive Hybrid Fund - Growth

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tortoise-icon 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) ₹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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