Mirae Asset Aggressive Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Fund | Kotak Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6606 Cr | ₹8685 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
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 Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
1 Month | 3.63% | 1.79% |
6 Month | -2.53% | 0.35% |
1 Year | 6.36% | 7.25% |
3 Year | 18.05% | 16.3% |
5 Year | 21.68% | 17.88% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
6 Month | 7.06% | 6.68% |
1 Year | 6.53% | 7.75% |
3 Year | 15.69% | 13.96% |
5 Year | 15.92% | 13.56% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
1 Year | 11.72% | 12.32% |
3 Year | 13.31% | 13.15% |
5 Year | 12.91% | 13.46% |
Risk Management
Scheme Name | Kotak Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | 10.787% | 10.282% |
Sharp | 0.49% | 0.363% |
Beta | 1.055% | 1.053% |
Alpha | 0.867% | -0.676% |
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Fund Managers
Scheme Name | Kotak Equity Hybrid - 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 Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Equity Hybrid - Growth |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Others | 30.4 | 25.74 |
Large Cap | 39.15 | 55.6 |
Small Cap | 8.75 | 9.54 |
Mid Cap | 21.7 | 9.12 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Others | 29.46 | 23.63 |
Energy | 2.5 | 4.78 |
Technology | 13.72 | 8.35 |
Financial Services | 13.22 | 24.22 |
Consumer Defensive | 4.53 | 3.93 |
Industrials | 8.26 | 8.55 |
Healthcare | 6.91 | 6.01 |
Basic Materials | 9.31 | 5.37 |
Real Estate | 1.37 | 1.16 |
Utilities | 3.39 | 3.57 |
Consumer Cyclical | 3.22 | 7.3 |
Communication Services | 4.12 | 3.14 |
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