Kotak Equity Hybrid vs Quant Absolute Fund compare
Kotak Aggressive Hybrid Fund - Growth
Quant Aggressive Hybrid Fund-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Fund | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹8509 Cr | ₹2056 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Nov 2014 | 11 Apr 2001 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 38.8% | % |
| Expense Ratio | 1.77 | 2.04 |
| Manager | Harsha Upadhyaya | Sanjeev Sharma |
| ISIN Code | INF174K01E92 | INF966L01267 |
| 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 | Quant Absolute Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 1 Month | -2.17% | -5.21% |
| 6 Month | 0.13% | -1.09% |
| 1 Year | 9.22% | 7.09% |
| 3 Year | 14.96% | 11.61% |
| 5 Year | 14.74% | 16.45% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 6 Month | -3.68% | -5.88% |
| 1 Year | -0.37% | -4.6% |
| 3 Year | 9.14% | 5.38% |
| 5 Year | 11.45% | 9.46% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 1 Year | 10.54% | 13.93% |
| 3 Year | 14.39% | 16.32% |
| 5 Year | 13.26% | 15.96% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Standard Deviation | 8.13% | 12% |
| Sharp | 0.87% | 0.5% |
| Beta | 1.38% | 1.38% |
| Alpha | 1.69% | -2.19% |
Fund Managers
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Sanjeev Sharma |
| Total AUM | ₹139411 Cr | ₹39731 Cr |
| Funds Managed | 11 | 22 |
| Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
Market Cap
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Others | 29.12 | 38.48 |
| Large Cap | 41.03 | 58.32 |
| Small Cap | 5.48 | - |
| Mid Cap | 24.38 | 3.2 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Others | 20.92 | 29.3 |
| Communication Services | 3.33 | - |
| Energy | 2.02 | 11.89 |
| Technology | 9.93 | - |
| Financial Services | 25.03 | 18.48 |
| Consumer Cyclical | 7.96 | 5.18 |
| Healthcare | 6.58 | 3.2 |
| Real Estate | 1.41 | - |
| Consumer Defensive | 2.22 | 6.12 |
| Industrials | 11.35 | 9.48 |
| Basic Materials | 8.38 | - |
| Utilities | 0.88 | 16.35 |
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