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) | ₹8402 Cr | ₹9425 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| 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 | -2.06% | -0.29% |
| 6 Month | 4.08% | 5.14% |
| 1 Year | 1.26% | 5.71% |
| 3 Year | 13.92% | 12.77% |
| 5 Year | 16.21% | 14.13% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.48% | 3.21% |
| 1 Year | 11.99% | 14.78% |
| 3 Year | 13.77% | 13.28% |
| 5 Year | 14.09% | 12.82% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.83% | 11.77% |
| 3 Year | 14.35% | 13.32% |
| 5 Year | 13.21% | 13.78% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 8.13% | 9.70% |
| Sharp | 0.9% | 0.72% |
| Beta | 1.35% | 1.11% |
| Alpha | 1.95% | 0.10% |
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 | 21.79 | 27.97 |
| Large Cap | 48.95 | 55.88 |
| Small Cap | 8.48 | 9.65 |
| Mid Cap | 20.78 | 6.5 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Others | 21.5 | 24.03 |
| 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 | - |
| Energy | - | 4.84 |
| Technology | - | 6.57 |
| Consumer Cyclical | - | 8.26 |
| Healthcare | - | 6.04 |
| Industrials | - | 7.1 |
| Financial Services | - | 24.84 |
| Consumer Defensive | - | 3.81 |
| Basic Materials | - | 6.45 |
| Utilities | - | 4.24 |
| Communication Services | - | 3.11 |
| Real Estate | - | 0.71 |
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