- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Equity Hybrid vs HSBC Aggressive Hybrid Fund compare
Kotak Aggressive Hybrid Fund - Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
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) | ₹7853 Cr | ₹5513 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 | 1.54% | 2.16% |
| 6 Month | 15.72% | 21.53% |
| 1 Year | 1.36% | 1.22% |
| 3 Year | 14.6% | 15.1% |
| 5 Year | 19.03% | 15.99% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.53% | 6.5% |
| 1 Year | 11.86% | 15.62% |
| 3 Year | 15.25% | 15.86% |
| 5 Year | 15.07% | 14.21% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.41% | 11.35% |
| 3 Year | 13.62% | 13.32% |
| 5 Year | 13.05% | 12.71% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 10.49% | 12.27% |
| Sharp | 0.70% | 0.65% |
| Beta | 1.11% | 1.18% |
| Alpha | 1.84% | 2.06% |
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 | 31 | 25.91 |
| Large Cap | 38.92 | 40.98 |
| Small Cap | 7.52 | 12.96 |
| Mid Cap | 22.56 | 20.16 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 26.64 | 24.87 |
| Communication Services | 3 | 1.08 |
| Energy | 2.51 | 0.15 |
| Technology | 9.99 | 6.35 |
| Financial Services | 16.22 | 20.12 |
| Consumer Cyclical | 8.45 | 17.4 |
| Consumer Defensive | 3.13 | 3.25 |
| Healthcare | 7.16 | 3.78 |
| Real Estate | 1.44 | 0.23 |
| Industrials | 11.11 | 20.28 |
| Basic Materials | 8.08 | 0.19 |
| Utilities | 2.28 | 2.31 |
Top Comparisons
Aditya Birla Sun Life Income Fund - Growth - Regular Plan
3Y Returns6.82%
Canara Robeco Income Fund - Regular Plan - Growth Option
3Y Returns5.98%
Kotak Medium Term Fund - Growth
3Y Returns7.56%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns7.84%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns6.95%
Axis Treasury Advantage Fund - Retail Plan - Growth Option
3Y Returns7.31%
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns14.19%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns12.52%
