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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) | ₹7864 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 | -1.69% | -1.14% |
| 6 Month | 14.08% | 11.01% |
| 1 Year | -0.48% | 0.13% |
| 3 Year | 14.69% | 17.12% |
| 5 Year | 18.46% | 18.72% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.89% | 0.55% |
| 1 Year | 5.29% | 4.62% |
| 3 Year | 13.7% | 14.72% |
| 5 Year | 14.46% | 15.88% |
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 | 10.48% | 9.81% |
| Sharp | 0.87% | 1.10% |
| Beta | 1.10% | 1.07% |
| Alpha | 1.92% | 3.82% |
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 | 31 | 30.94 |
| Large Cap | 38.92 | 46.09 |
| Small Cap | 7.52 | 7.62 |
| Mid Cap | 22.56 | 15.34 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 26.64 | 25.9 |
| Communication Services | 3 | 4.07 |
| Energy | 2.51 | 2.78 |
| Technology | 9.99 | 8.59 |
| Financial Services | 16.22 | 22.19 |
| Consumer Cyclical | 8.45 | 6.8 |
| Consumer Defensive | 3.13 | 4.76 |
| Healthcare | 7.16 | 8.55 |
| Real Estate | 1.44 | 0.32 |
| Industrials | 11.11 | 8.1 |
| Basic Materials | 8.08 | 5.51 |
| Utilities | 2.28 | 2.44 |
Top Comparisons
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Kotak Midcap Fund - Growth
3Y Returns21.03%
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UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.41%
