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Kotak Equity Hybrid vs Mirae Asset Aggressive Hybrid Fund compare

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tortoise-icon Kotak Aggressive Hybrid Fund - Growth

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tortoise-icon Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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