Kotak Equity Hybrid vs HSBC Aggressive Hybrid Fund compare

Kotak Equity Hybrid vs HSBC Aggressive Hybrid Fund compare

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Kotak Aggressive Hybrid Fund - Growth

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HSBC Aggressive Hybrid Fund - Regular Growth

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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	HSBC Aggressive Hybrid Fund - Regular Growth
Fund	Kotak Aggressive Hybrid Fund - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹8116 Cr	₹5546 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Nov 2014	07 Feb 2011
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	NIFTY 50 Hybrid Composite Debt 65:35
Turn Over	38.8%	75%
Expense Ratio	1.77	1.85
Manager	Harsha Upadhyaya	Gautam Bhupal
ISIN Code	INF174K01E92	INF917K01LB0
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	HSBC Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Month	-0.34%	-0.51%
6 Month	8.44%	11.08%
1 Year	4.43%	3.94%
3 Year	14.87%	15.07%
5 Year	17.92%	14.95%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	1.87%	2.04%
1 Year	12.22%	14.55%
3 Year	14.15%	14.22%
5 Year	14.2%	13.31%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	11.19%	11.14%
3 Year	13.94%	13.41%
5 Year	13.13%	12.82%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	10.32%	12.18%
Sharp	0.82%	0.73%
Beta	1.11%	1.20%
Alpha	1.60%	1.38%

Fund Managers

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Name	Harsha Upadhyaya	Gautam Bhupal
Total AUM	₹139411 Cr	₹25949 Cr
Funds Managed	11	13
	Kotak Aggressive Hybrid Fund - Growth	HSBC Aggressive Hybrid Fund - Regular Growth

Market Cap

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	28.21	27.83
Large Cap	41.04	41.53
Small Cap	6.95	13.91
Mid Cap	23.8	16.73

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	22.79	25.86
Communication Services	2.85	1.06
Energy	2.43	0.55
Technology	8.45	5.84
Financial Services	21.18	17
Consumer Cyclical	8.46	18.73
Healthcare	7.06	4.49
Real Estate	1.37	0.09
Consumer Defensive	2.91	3.91
Industrials	11.04	21.26
Basic Materials	9.21	0.2
Utilities	2.25	1.01

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