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)	₹7853 Cr	₹9181 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 Aggressive Hybrid Fund - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Month	2.11%	1.77%
6 Month	15.22%	12.52%
1 Year	1.47%	0.52%
3 Year	14.44%	12.84%
5 Year	19.49%	15.86%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
6 Month	4.53%	3.02%
1 Year	11.86%	10.97%
3 Year	15.25%	13.16%
5 Year	15.07%	12.75%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Year	11.41%	12.12%
3 Year	13.62%	13.24%
5 Year	13.05%	13.58%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Standard Deviation	10.49%	9.83%
Sharp	0.70%	0.58%
Beta	1.11%	1.09%
Alpha	1.84%	0.28%

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	31	28.08
Large Cap	38.92	54.36
Small Cap	7.52	10.11
Mid Cap	22.56	7.45

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Others	26.64	25.47
Communication Services	3	2.91
Energy	2.51	4.62
Technology	9.99	6
Financial Services	16.22	24.64
Consumer Cyclical	8.45	7.65
Consumer Defensive	3.13	3.82
Healthcare	7.16	5.68
Real Estate	1.44	0.71
Industrials	11.11	7.7
Basic Materials	8.08	6.64
Utilities	2.28	4.16

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