Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Equity Hybrid vs Mirae Asset Aggressive Hybrid Fund compare

Link copied to clipboard!

tortoise-icon Kotak Aggressive Hybrid Fund - Growth

Invest Now

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

Invest Now

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) ₹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

Top Comparisons

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.88%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.88%

Compare Now

Mirae Asset Healthcare Fund -Regular Growth Mirae Asset Healthcare Fund -Regular Growth

3Y Returns20.23%

VS

UTI Healthcare Fund - Regular Plan - Growth Option UTI Healthcare Fund - Regular Plan - Growth Option

3Y Returns23.36%

Compare Now

HDFC Non-Cyclical Consumer Fund - Regular (G) HDFC Non-Cyclical Consumer Fund - Regular (G)

3Y Returns0%

VS

Nippon India Consumption Fund-Growth Plan-Growth Option Nippon India Consumption Fund-Growth Plan-Growth Option

3Y Returns14.68%

Compare Now

Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth

3Y Returns0%

VS

DSP Multi Asset Allocation Fund - Regular (G) DSP Multi Asset Allocation Fund - Regular (G)

3Y Returns0%

Compare Now
Add to Cart Successfully