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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) | ₹7413 Cr | ₹704 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 | 2.99% | 1.66% |
| 6 Month | 1.81% | -0.16% |
| 1 Year | 5.33% | 5.71% |
| 3 Year | 18.57% | 20.25% |
| 5 Year | 21.1% | 17.71% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 9.6% | 8.07% |
| 1 Year | 11.58% | 10.65% |
| 3 Year | 17.42% | 19.43% |
| 5 Year | 16.88% | 16.77% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.72% | 12.22% |
| 3 Year | 13.31% | 13.76% |
| 5 Year | 12.91% | 13.68% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.01% | 11.25% |
| Sharp | 0.84% | 0.99% |
| Beta | 1.08% | 1.09% |
| Alpha | 1.00% | 2.72% |
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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 | 26.18 | 37.56 |
| Large Cap | 44.02 | 38.98 |
| Small Cap | 8.32 | 9.39 |
| Mid Cap | 21.48 | 14.06 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 24.88 | 35.01 |
| Energy | 2.6 | - |
| Technology | 10.62 | 7.24 |
| Financial Services | 16.18 | 18.8 |
| Consumer Cyclical | 7.42 | 11.8 |
| Consumer Defensive | 4.04 | 1.93 |
| Healthcare | 6.95 | 3.71 |
| Real Estate | 1.43 | 2.44 |
| Utilities | 2.62 | 2.61 |
| Basic Materials | 7.9 | 3.68 |
| Industrials | 10.83 | 10.01 |
| Communication Services | 4.53 | 2.77 |
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