Kotak Equity Hybrid vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
Kotak Equity Hybrid - Growth
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Fund | Kotak Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6606 Cr | ₹596 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 Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Month | 2.94% | 2.42% |
6 Month | 1.32% | 1.97% |
1 Year | 9.37% | 12.12% |
3 Year | 16.39% | 18.76% |
5 Year | 23.18% | 19.31% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
6 Month | 4.53% | 4.35% |
1 Year | 4.15% | 6.26% |
3 Year | 15.75% | 18.82% |
5 Year | 16.11% | 16.34% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
1 Year | 12.18% | 12.34% |
3 Year | 13.43% | 13.64% |
5 Year | 12.72% | 13.46% |
Risk Management
Scheme Name | Kotak Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.787% | 11.275% |
Sharp | 0.49% | 0.598% |
Beta | 1.055% | 1.095% |
Alpha | 0.867% | 2.142% |
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Fund Managers
Scheme Name | Kotak Equity Hybrid - 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 Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Equity Hybrid - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 30.4 | 34.01 |
Large Cap | 39.15 | 33.49 |
Small Cap | 8.75 | 11.63 |
Mid Cap | 21.7 | 20.87 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
---|---|---|
Others | 29.46 | 32.65 |
Energy | 2.5 | - |
Technology | 13.72 | 9.64 |
Financial Services | 13.22 | 14.65 |
Consumer Defensive | 4.53 | 1.63 |
Industrials | 8.26 | 11.01 |
Healthcare | 6.91 | 3.95 |
Basic Materials | 9.31 | 5.51 |
Real Estate | 1.37 | 3.13 |
Utilities | 3.39 | 3.2 |
Consumer Cyclical | 3.22 | 12.6 |
Communication Services | 4.12 | 2.05 |
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