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) | ₹7413 Cr | ₹9058 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 | 2.99% | 2.89% |
6 Month | 1.81% | 5.32% |
1 Year | 5.33% | 6.53% |
3 Year | 18.57% | 16.83% |
5 Year | 21.1% | 17.4% |
SIP Return Analysis
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
6 Month | 9.09% | 8.26% |
1 Year | 11.76% | 12.58% |
3 Year | 16.84% | 15.08% |
5 Year | 16.49% | 14.22% |
Rolling Lumpsum Returns
Scheme Name | Kotak Aggressive Hybrid Fund - 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 Aggressive Hybrid Fund - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | 10.76% | 10.22% |
Sharp | 1.06% | 0.96% |
Beta | 1.08% | 1.08% |
Alpha | 1.34% | -0.25% |
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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 | 26.18 | 25.48 |
Large Cap | 44.02 | 55.64 |
Small Cap | 8.32 | 10.51 |
Mid Cap | 21.48 | 8.36 |
Sector Allocation
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Others | 24.88 | 23.61 |
Energy | 2.6 | 4.93 |
Technology | 10.62 | 6.49 |
Financial Services | 16.18 | 25.88 |
Consumer Cyclical | 7.42 | 7.01 |
Consumer Defensive | 4.04 | 3.65 |
Healthcare | 6.95 | 5.58 |
Real Estate | 1.43 | 1.04 |
Utilities | 2.62 | 4.26 |
Basic Materials | 7.9 | 6.16 |
Industrials | 10.83 | 8.3 |
Communication Services | 4.53 | 3.09 |
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