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) | ₹8462 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 | -0.62% | -1.4% |
| 6 Month | 0.75% | 0.24% |
| 1 Year | 3.5% | 8.63% |
| 3 Year | 14.86% | 11.55% |
| 5 Year | 15.47% | 17.83% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 6 Month | 1.03% | 1.91% |
| 1 Year | 10.53% | 11.71% |
| 3 Year | 12.77% | 10.65% |
| 5 Year | 13.51% | 12.74% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 1 Year | 10.78% | 13.99% |
| 3 Year | 14.31% | 16.45% |
| 5 Year | 13.23% | 15.93% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Standard Deviation | 8.13% | 12.985% |
| Sharp | 0.82% | 0.504% |
| Beta | 1.37% | 1.245% |
| Alpha | 1.76% | 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 | 30.45 | 38.48 |
| Large Cap | 39.65 | 58.32 |
| Small Cap | 6.81 | - |
| Mid Cap | 23.09 | 3.2 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Others | 23.16 | 29.3 |
| Communication Services | 3.26 | - |
| Energy | 1.93 | 11.89 |
| Technology | 10.01 | - |
| Financial Services | 22.32 | 18.48 |
| Consumer Cyclical | 7.66 | 5.18 |
| Healthcare | 6.89 | 3.2 |
| Real Estate | 1.45 | - |
| Consumer Defensive | 2.9 | 6.12 |
| Industrials | 11.12 | 9.48 |
| Basic Materials | 8.43 | - |
| Utilities | 0.88 | 16.35 |
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