Mirae Asset Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

Mirae Asset Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

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Kotak Aggressive Hybrid Fund - Growth

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Mirae Asset 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 Aggressive Hybrid Fund - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Fund	Kotak Aggressive Hybrid Fund - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹8509 Cr	₹9538 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹99
Min Addl Investment	₹100	₹1000
Launch Date	03 Nov 2014	29 Jul 2015
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	38.8%	59%
Expense Ratio	1.77	1.73
Manager	Harsha Upadhyaya	Mahendra Kumar Jajoo
ISIN Code	INF174K01E92	INF769K01DE6
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	Mirae Asset 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 Aggressive Hybrid Fund - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Month	-1.06%	-0.9%
6 Month	-0.11%	2.25%
1 Year	7.81%	11.3%
3 Year	15.17%	14.33%
5 Year	15.01%	13.26%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
6 Month	0.61%	2.39%
1 Year	9.48%	12.4%
3 Year	11.73%	11.95%
5 Year	12.86%	12.08%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Year	10.54%	11.63%
3 Year	14.39%	13.34%
5 Year	13.26%	13.72%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Standard Deviation	10.26%	9.50%
Sharp	0.79%	0.76%
Beta	1.13%	1.11%
Alpha	0.98%	0.15%

Fund Managers

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Name	Harsha Upadhyaya	Mahendra Kumar Jajoo
Total AUM	₹139411 Cr	₹8876 Cr
Funds Managed	11	4
	Kotak Aggressive Hybrid Fund - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Market Cap

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Others	29.12	30.58
Large Cap	41.03	54.8
Small Cap	5.48	8.34
Mid Cap	24.38	6.28

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Others	20.92	24.47
Communication Services	3.33	3.24
Energy	2.02	4.94
Technology	9.93	5.92
Financial Services	25.03	25.09
Consumer Cyclical	7.96	8.65
Healthcare	6.58	5.96
Real Estate	1.41	0.6
Consumer Defensive	2.22	4.05
Industrials	11.35	7.04
Basic Materials	8.38	6.41
Utilities	0.88	3.63

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