Kotak Equity Hybrid vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

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Kotak Aggressive Hybrid Fund - Growth

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INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Fund	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹8116 Cr	₹787 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Nov 2014	30 Jun 2018
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	38.8%	146%
Expense Ratio	1.77	2.37
Manager	Harsha Upadhyaya	Krishna Venkat Cheemalapati
ISIN Code	INF174K01E92	INF205K011Q3
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	Invesco India Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Month	0.64%	-0.03%
6 Month	11.25%	6.41%
1 Year	3.64%	0.36%
3 Year	16.62%	17.04%
5 Year	19.13%	15.83%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month	3.45%	1.05%
1 Year	14.53%	7.48%
3 Year	15.4%	15.24%
5 Year	15.13%	14.45%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year	11.19%	11.87%
3 Year	13.94%	13.99%
5 Year	13.13%	14.54%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation	10.34%	10.50%
Sharp	0.83%	0.86%
Beta	1.12%	1.13%
Alpha	1.73%	2.13%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Name	Harsha Upadhyaya	Krishna Venkat Cheemalapati
Total AUM	₹139411 Cr	₹24743 Cr
Funds Managed	11	19
	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Others	28.21	38.6
Large Cap	41.04	38.91
Small Cap	6.95	8.17
Mid Cap	23.8	14.33

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Others	22.79	34.63
Communication Services	2.85	2.36
Energy	2.43	-
Technology	8.45	8.46
Financial Services	21.18	19.49
Consumer Cyclical	8.46	11.74
Healthcare	7.06	3.38
Real Estate	1.37	2.52
Consumer Defensive	2.91	1.56
Industrials	11.04	10.33
Basic Materials	9.21	3.38
Utilities	2.25	2.14