- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ICICI Prudential Bharat Consumption Fund - Growth Option
3Y Returns19.38%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns21.15%
BANDHAN Credit Risk Fund - Regular Plan Growth
3Y Returns6.81%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns14.42%
LIC MF Children's Gift Fund-Growth
3Y Returns13.09%
LIC MF Childrens Gift Fund-Regular Plan-Growth
3Y Returns13.09%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.04%
Mirae Asset Low Duration Fund- Growth
3Y Returns6.87%
