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) | ₹8116 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 | 0.52% | 2.17% |
6 Month | 11.46% | 10.57% |
1 Year | 3.62% | 2.59% |
3 Year | 16.44% | 12.83% |
5 Year | 18.9% | 22.34% |
SIP Return Analysis
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
---|---|---|
6 Month | 3.45% | 3.87% |
1 Year | 14.53% | 15.95% |
3 Year | 15.4% | 12.37% |
5 Year | 15.13% | 14.43% |
Rolling Lumpsum Returns
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
---|---|---|
1 Year | 11.19% | 14.09% |
3 Year | 13.94% | 17.04% |
5 Year | 13.13% | 15.94% |
Risk Management
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
---|---|---|
Standard Deviation | 10.34% | 12.985% |
Sharp | 0.83% | 0.504% |
Beta | 1.12% | 1.245% |
Alpha | 1.73% | 0.169% |
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 | 28.21 | 36.16 |
Large Cap | 41.04 | 59.04 |
Small Cap | 6.95 | 0 |
Mid Cap | 23.8 | 4.79 |
Sector Allocation
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Quant Aggressive Hybrid Fund-Growth |
---|---|---|
Others | 22.79 | 27.02 |
Communication Services | 2.85 | - |
Energy | 2.43 | 11.26 |
Technology | 8.45 | - |
Financial Services | 21.18 | 28.94 |
Consumer Cyclical | 8.46 | 5.01 |
Healthcare | 7.06 | 1.85 |
Real Estate | 1.37 | 0 |
Consumer Defensive | 2.91 | 6.34 |
Industrials | 11.04 | 6.96 |
Basic Materials | 9.21 | - |
Utilities | 2.25 | 12.62 |
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