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) | ₹7853 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 | 2.18% | 2.24% |
6 Month | 16.45% | 13.82% |
1 Year | 1.92% | -3.74% |
3 Year | 15.4% | 10.92% |
5 Year | 19.03% | 21.51% |
SIP Return Analysis
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
---|---|---|
6 Month | 4.53% | 2.99% |
1 Year | 11.86% | 10.32% |
3 Year | 15.25% | 11.24% |
5 Year | 15.07% | 14.12% |
Rolling Lumpsum Returns
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
---|---|---|
1 Year | 11.41% | 14.21% |
3 Year | 13.62% | 17.2% |
5 Year | 13.05% | 15.89% |
Risk Management
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Quant Aggressive Hybrid Fund-Growth |
---|---|---|
Standard Deviation | 10.49% | 12.985% |
Sharp | 0.70% | 0.504% |
Beta | 1.11% | 1.245% |
Alpha | 1.84% | 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 | 27.61 | 31.35 |
Large Cap | 41.21 | 66.76 |
Small Cap | 7.41 | 0.12 |
Mid Cap | 23.78 | 1.78 |
Sector Allocation
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Quant Aggressive Hybrid Fund-Growth |
---|---|---|
Others | 22.74 | 29.45 |
Communication Services | 2.98 | - |
Energy | 2.34 | 10.98 |
Technology | 9.89 | - |
Financial Services | 19.03 | 26.35 |
Consumer Cyclical | 8.42 | 5.05 |
Healthcare | 7.14 | 1.78 |
Real Estate | 1.4 | 1.85 |
Consumer Defensive | 3.07 | 6.25 |
Industrials | 11.19 | 6.94 |
Basic Materials | 9.55 | - |
Utilities | 2.23 | 11.34 |
Top Comparisons
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns15.96%
LIC Nifty Next 50 Index Fund Growth
3Y Returns15.79%
DSP Banking & Financial Services Fund - Reg (G)
3Y Returns0%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns14.92%
Franklin India Corporate Debt Fund - Growth
3Y Returns7.6%
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns7.46%
Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)
3Y Returns0%
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund-Reg (G)
3Y Returns0%