Kotak Equity Hybrid vs Mirae Asset Aggressive Hybrid Fund compare
Kotak Aggressive Hybrid Fund - Growth
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Fund | Kotak Aggressive Hybrid Fund - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹7864 Cr | ₹9181 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Nov 2014 | 29 Jul 2015 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 38.8% | 59% |
Expense Ratio | 1.77 | 1.73 |
Manager | Harsha Upadhyaya | Mahendra Kumar Jajoo |
ISIN Code | INF174K01E92 | INF769K01DE6 |
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 | Mirae Asset 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 | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
1 Month | -1.69% | -1.94% |
6 Month | 14.08% | 11.91% |
1 Year | -0.48% | -0.7% |
3 Year | 14.69% | 12.99% |
5 Year | 18.46% | 14.92% |
SIP Return Analysis
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
6 Month | 1.89% | 0.41% |
1 Year | 5.29% | 4.53% |
3 Year | 13.7% | 11.65% |
5 Year | 14.46% | 12.15% |
Rolling Lumpsum Returns
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
1 Year | 11.41% | 12.12% |
3 Year | 13.62% | 13.24% |
5 Year | 13.05% | 13.58% |
Risk Management
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | 10.48% | 9.70% |
Sharp | 0.87% | 0.73% |
Beta | 1.10% | 1.07% |
Alpha | 1.92% | 0.03% |
Fund Managers
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Name | Harsha Upadhyaya | Mahendra Kumar Jajoo |
Total AUM | ₹139411 Cr | ₹8876 Cr |
Funds Managed | 11 | 4 |
Kotak Aggressive Hybrid Fund - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Others | 31 | 28.08 |
Large Cap | 38.92 | 54.36 |
Small Cap | 7.52 | 10.11 |
Mid Cap | 22.56 | 7.45 |
Sector Allocation
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Others | 26.64 | 25.47 |
Communication Services | 3 | 2.91 |
Energy | 2.51 | 4.62 |
Technology | 9.99 | 6 |
Financial Services | 16.22 | 24.64 |
Consumer Cyclical | 8.45 | 7.65 |
Consumer Defensive | 3.13 | 3.82 |
Healthcare | 7.16 | 5.68 |
Real Estate | 1.44 | 0.71 |
Industrials | 11.11 | 7.7 |
Basic Materials | 8.08 | 6.64 |
Utilities | 2.28 | 4.16 |
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