Kotak Equity Hybrid vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

Link copied to clipboard!

Kotak Aggressive Hybrid Fund - Growth

Invest Now

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Invest Now

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)	₹8402 Cr	₹818 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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Month	-1.11%	-0.2%
6 Month	3.43%	0.62%
1 Year	1.1%	-1.66%
3 Year	14.18%	14.96%
5 Year	16.12%	14.05%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month	0.86%	0.55%
1 Year	10.93%	6.45%
3 Year	13.12%	13.29%
5 Year	13.58%	13.35%

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%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation	10.36%	10.48%
Sharp	0.74%	0.81%
Beta	1.12%	1.13%
Alpha	1.29%	2.06%

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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Others	21.79	39.22
Large Cap	48.95	38.6
Small Cap	8.48	7.83
Mid Cap	20.78	14.36

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Others	21.5	34.82
Telecom - Services	3.02	-
Petroleum Products	1.91	-
IT - Software	8.36	-
Capital Markets	1.35	-
Retailing	5.1	-
Finance	9.97	-
Healthcare Services	4.26	-
Banks	9.95	-
Pharmaceuticals & Biotechnology	2.77	-
Realty	1.44	-
Automobiles	1.12	-
Diversified FMCG	1.08	-
Consumer Durables	3.53	-
Electrical Equipment	3.57	-
Aerospace & Defense	2.16	-
Oil	0.57	-
Construction	1.25	-
Chemicals & Petrochemicals	3.32	-
Auto Components	1.75	-
Industrial Products	1.07	-
Cement & Cement Products	3.55	-
Personal Products	0.67	-
Fertilizers & Agrochemicals	0.92	-
Power	2.15	-
Ferrous Metals	1.12	-
Agricultural, Commercial & Construction Vehicles	0.39	-
Insurance	0.95	-
Beverages	1.2	-
Communication Services	-	2.54
Technology	-	8.87
Healthcare	-	3.3
Consumer Cyclical	-	11.39
Utilities	-	2.12
Real Estate	-	2.62
Financial Services	-	19.35
Basic Materials	-	3.29
Industrials	-	10.1
Consumer Defensive	-	1.6