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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) | ₹8509 Cr | ₹828 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 | -1.06% | -2.9% |
| 6 Month | -0.11% | -2.89% |
| 1 Year | 7.81% | 2.23% |
| 3 Year | 15.17% | 15.62% |
| 5 Year | 15.01% | 12.56% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.61% | 0.31% |
| 1 Year | 9.48% | 5.19% |
| 3 Year | 11.73% | 11.41% |
| 5 Year | 12.86% | 12.55% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 10.54% | 11.14% |
| 3 Year | 14.39% | 14.31% |
| 5 Year | 13.26% | 14.59% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.26% | 10.37% |
| Sharp | 0.79% | 0.86% |
| Beta | 1.13% | 1.13% |
| Alpha | 0.98% | 1.72% |
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 | 29.12 | 35.97 |
| Large Cap | 41.03 | 47.3 |
| Small Cap | 5.48 | 7.91 |
| Mid Cap | 24.38 | 8.82 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 20.92 | 29.55 |
| Communication Services | 3.33 | 0 |
| Energy | 2.02 | - |
| Technology | 9.93 | 10.53 |
| Financial Services | 25.03 | 22.19 |
| Consumer Cyclical | 7.96 | 13.06 |
| Healthcare | 6.58 | 3.3 |
| Real Estate | 1.41 | 2.6 |
| Consumer Defensive | 2.22 | 7.79 |
| Industrials | 11.35 | 6.45 |
| Basic Materials | 8.38 | 2.87 |
| Utilities | 0.88 | 1.66 |
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