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Kotak Equity Hybrid vs Mirae Asset Aggressive Hybrid Fund compare
Kotak Equity Hybrid - Growth
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6606 Cr | ₹8685 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 Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | 3.63% | 1.79% |
| 6 Month | -2.53% | 0.35% |
| 1 Year | 6.36% | 7.25% |
| 3 Year | 18.05% | 16.3% |
| 5 Year | 21.68% | 17.88% |
SIP Return Analysis
| Scheme Name | Kotak Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 7.06% | 6.68% |
| 1 Year | 6.53% | 7.75% |
| 3 Year | 15.69% | 13.96% |
| 5 Year | 15.92% | 13.56% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 11.72% | 12.32% |
| 3 Year | 13.31% | 13.15% |
| 5 Year | 12.91% | 13.46% |
Risk Management
| Scheme Name | Kotak Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 10.787% | 10.282% |
| Sharp | 0.49% | 0.363% |
| Beta | 1.055% | 1.053% |
| Alpha | 0.867% | -0.676% |
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Fund Managers
| Scheme Name | Kotak Equity Hybrid - 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 Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Equity Hybrid - Growth |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Others | 30.4 | 25.74 |
| Large Cap | 39.15 | 55.6 |
| Small Cap | 8.75 | 9.54 |
| Mid Cap | 21.7 | 9.12 |
Sector Allocation
| Scheme Name |
Kotak Equity Hybrid - Growth |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Others | 29.46 | 23.63 |
| Energy | 2.5 | 4.78 |
| Technology | 13.72 | 8.35 |
| Financial Services | 13.22 | 24.22 |
| Consumer Defensive | 4.53 | 3.93 |
| Industrials | 8.26 | 8.55 |
| Healthcare | 6.91 | 6.01 |
| Basic Materials | 9.31 | 5.37 |
| Real Estate | 1.37 | 1.16 |
| Utilities | 3.39 | 3.57 |
| Consumer Cyclical | 3.22 | 7.3 |
| Communication Services | 4.12 | 3.14 |
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