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 | -1.32% | -0.01% |
| 6 Month | 3.05% | 4.02% |
| 1 Year | 0.92% | 6.47% |
| 3 Year | 14.27% | 10.93% |
| 5 Year | 15.94% | 19.06% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 6 Month | 0.3% | 2.45% |
| 1 Year | 10.78% | 15.22% |
| 3 Year | 12.88% | 11.47% |
| 5 Year | 13.41% | 13.11% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 1 Year | 10.83% | 14.02% |
| 3 Year | 14.35% | 16.54% |
| 5 Year | 13.21% | 15.91% |
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 | 28.5 | 33.23 |
| Large Cap | 41.18 | 63.82 |
| Small Cap | 6.8 | - |
| Mid Cap | 23.52 | 2.95 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Others | 21.5 | 23.62 |
| Communication Services | 3.03 | - |
| Energy | 2.48 | 11.65 |
| Technology | 9.43 | - |
| Financial Services | 22.23 | 24.13 |
| Consumer Cyclical | 7.97 | 5.03 |
| Healthcare | 7.03 | 2.95 |
| Real Estate | 1.44 | - |
| Consumer Defensive | 2.95 | 6.05 |
| Industrials | 11.04 | 9.33 |
| Basic Materials | 8.75 | - |
| Utilities | 2.15 | 17.24 |
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