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) | ₹8462 Cr | ₹9494 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 | 1.15% | 1.14% |
| 6 Month | 2.26% | 3.68% |
| 1 Year | 5.03% | 10.35% |
| 3 Year | 15.5% | 14.44% |
| 5 Year | 15.12% | 13.22% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.66% | 3.96% |
| 1 Year | 12.44% | 16.07% |
| 3 Year | 13.06% | 13.24% |
| 5 Year | 13.54% | 12.7% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.61% | 11.61% |
| 3 Year | 14.35% | 13.33% |
| 5 Year | 13.25% | 13.74% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 8.13% | 8.94% |
| Sharp | 0.82% | 0.75% |
| Beta | 1.37% | 1.16% |
| Alpha | 1.76% | 0.64% |
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 | 30.45 | 27.79 |
| Large Cap | 39.65 | 56.39 |
| Small Cap | 6.81 | 9.47 |
| Mid Cap | 23.09 | 6.35 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Others | 23.16 | 23.98 |
| Communication Services | 3.26 | 3.21 |
| Energy | 1.93 | 4.93 |
| Technology | 10.01 | 6.74 |
| Financial Services | 22.32 | 25.14 |
| Consumer Cyclical | 7.66 | 8.27 |
| Healthcare | 6.89 | 5.9 |
| Real Estate | 1.45 | 0.61 |
| Consumer Defensive | 2.9 | 3.93 |
| Industrials | 11.12 | 6.96 |
| Basic Materials | 8.43 | 6.3 |
| Utilities | 0.88 | 4.02 |
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