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Kotak Equity Hybrid vs UTI Aggressive Hybrid Fund compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon UTI Aggressive Hybrid Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Equity Hybrid - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund Kotak Equity Hybrid - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6606 Cr ₹5956 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 03 Nov 2014 25 Mar 2000
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% 27%
Expense Ratio 1.77 1.89
Manager Harsha Upadhyaya V Srivatsa
ISIN Code INF174K01E92 INF789F01323
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 UTI Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month 3.37% 3.17%
6 Month 0.1% 3.08%
1 Year 8.95% 12.06%
3 Year 16.14% 18.91%
5 Year 23.09% 23.91%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month 4.53% 4.82%
1 Year 4.15% 6.89%
3 Year 15.75% 18.06%
5 Year 16.11% 18.02%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 12.18% 13.82%
3 Year 13.43% 12.4%
5 Year 12.72% 11.66%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 10.787% 9.01%
Sharp 0.49% 1.01%
Beta 1.055% 1.05%
Alpha 0.867% 4.08%

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Fund Managers

Scheme Name Kotak Equity Hybrid - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name Harsha Upadhyaya V Srivatsa
Total AUM ₹139411 Cr ₹7921 Cr
Funds Managed 11 3
Kotak Equity Hybrid - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 30.4 30.52
Large Cap 39.15 45.41
Small Cap 8.75 10.35
Mid Cap 21.7 13.58

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 29.46 30.52
Energy 2.5 -
Technology 13.72 -
Financial Services 13.22 -
Consumer Defensive 4.53 -
Industrials 8.26 -
Healthcare 6.91 -
Basic Materials 9.31 -
Real Estate 1.37 -
Utilities 3.39 -
Consumer Cyclical 3.22 -
Communication Services 4.12 -
Telecom - Services - 3.98
Petroleum Products - 2.45
IT - Software - 6.17
Cement & Cement Products - 0.63
Transport Services - 2.79
Construction - 1.87
Textiles & Apparels - 1.44
Pharmaceuticals & Biotechnology - 4.26
Banks - 17.2
Insurance - 1.8
Automobiles - 4.51
Diversified FMCG - 3.01
Fertilizers & Agrochemicals - 1.08
Diversified Metals - 2.29
Realty - 1.31
Oil - 1.57
Ferrous Metals - 0.53
Personal Products - 1.13
Capital Markets - 1.23
Consumer Durables - 0.7
Other Consumer Services - 0.67
Industrial Products - 0.3
Auto Components - 0.62
Chemicals & Petrochemicals - 0.53
Minerals & Mining - 0.78
Finance - 2.87
Entertainment - 0.44
Power - 1.68
Paper, Forest & Jute Products - 0.68
Retailing - 0.23
Leisure Services - 0.59

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