Kotak Equity Hybrid vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

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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Chart Comparison

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)	₹8462 Cr	₹832 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	-1.99%	-1.22%
6 Month	2.01%	-0.31%
1 Year	0.53%	-2.96%
3 Year	14.23%	15.4%
5 Year	15.44%	13.46%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month	0.3%	-0.14%
1 Year	10.78%	5.82%
3 Year	12.88%	12.83%
5 Year	13.41%	13.06%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year	10.83%	11.4%
3 Year	14.35%	14.18%
5 Year	13.21%	14.89%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation	8.13%	10.48%
Sharp	0.82%	0.81%
Beta	1.37%	1.13%
Alpha	1.76%	2.06%

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	30.45	37.58
Large Cap	39.65	43.73
Small Cap	6.81	7.3
Mid Cap	23.09	11.39

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Others	23.16	31.42
Communication Services	3.26	2.46
Energy	1.93	-
Technology	10.01	10.31
Financial Services	22.32	21.83
Consumer Cyclical	7.66	11.99
Healthcare	6.89	3.12
Real Estate	1.45	3.04
Consumer Defensive	2.9	5.75
Industrials	11.12	5.44
Basic Materials	8.43	2.67
Utilities	0.88	1.97

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