UTI Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

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Kotak Aggressive Hybrid Fund - Growth

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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 Aggressive Hybrid Fund - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund	Kotak Aggressive Hybrid Fund - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹7413 Cr	₹6254 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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	3.61%	2.65%
6 Month	3.11%	4.02%
1 Year	7.21%	7.84%
3 Year	18.86%	20.54%
5 Year	21.62%	22.21%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	9.6%	7.07%
1 Year	11.58%	9.65%
3 Year	17.42%	18.22%
5 Year	16.88%	18.01%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	11.72%	13.56%
3 Year	13.31%	12.62%
5 Year	12.91%	11.76%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	11.01%	9.01%
Sharp	0.84%	1.15%
Beta	1.08%	1.05%
Alpha	1.00%	3.88%

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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	30.4	31.3
Large Cap	39.15	44.79
Small Cap	8.75	10.46
Mid Cap	21.7	13.35

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	29.46	31.3
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	-	4.27
Petroleum Products	-	2.98
IT - Software	-	6.07
Cement & Cement Products	-	0.33
Transport Services	-	2.69
Construction	-	1.77
Chemicals & Petrochemicals	-	0.72
Textiles & Apparels	-	1.53
Pharmaceuticals & Biotechnology	-	3.99
Banks	-	17.16
Insurance	-	1.91
Automobiles	-	3.93
Diversified FMCG	-	3.02
Fertilizers & Agrochemicals	-	0.81
Diversified Metals	-	1.93
Realty	-	1.28
Oil	-	2.28
Personal Products	-	1.25
Capital Markets	-	1.35
Consumer Durables	-	0.65
Other Consumer Services	-	0.65
Industrial Products	-	0.28
Auto Components	-	0.66
Minerals & Mining	-	0.71
Finance	-	2.7
Entertainment	-	0.44
Power	-	1.72
Paper, Forest & Jute Products	-	0.66
Retailing	-	0.24
Leisure Services	-	0.62