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Kotak Equity Hybrid vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
Kotak Aggressive Hybrid Fund - Growth
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
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) | ₹7864 Cr | ₹754 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.05% | -0.74% |
| 6 Month | 11.88% | 10.02% |
| 1 Year | 3.25% | 4.37% |
| 3 Year | 14.78% | 15.96% |
| 5 Year | 19.52% | 16.25% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.04% | 2.26% |
| 1 Year | 8.22% | 2.95% |
| 3 Year | 14.86% | 15.52% |
| 5 Year | 15.06% | 14.53% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.41% | 12.01% |
| 3 Year | 13.62% | 13.91% |
| 5 Year | 13.05% | 14.1% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.48% | 10.58% |
| Sharp | 0.87% | 0.95% |
| Beta | 1.10% | 1.10% |
| Alpha | 1.92% | 2.83% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 31 | 38.91 |
| Large Cap | 38.92 | 38.79 |
| Small Cap | 7.52 | 8.55 |
| Mid Cap | 22.56 | 13.74 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 26.64 | 34.85 |
| Communication Services | 3 | 2.63 |
| Energy | 2.51 | - |
| Technology | 9.99 | 7.78 |
| Financial Services | 16.22 | 19.52 |
| Consumer Cyclical | 8.45 | 10.99 |
| Consumer Defensive | 3.13 | 1.94 |
| Healthcare | 7.16 | 3.6 |
| Real Estate | 1.44 | 2.15 |
| Industrials | 11.11 | 10.35 |
| Basic Materials | 8.08 | 3.74 |
| Utilities | 2.28 | 2.44 |
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