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UTI Aggressive Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Aggressive Hybrid Fund - Growth
UTI Aggressive Hybrid Fund- Regular Plan - Growth
Chart Comparison
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) | ₹7864 Cr | ₹6422 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 Aggressive Hybrid Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.05% | -1.73% |
| 6 Month | 11.88% | 6.8% |
| 1 Year | 3.25% | 1.99% |
| 3 Year | 14.78% | 15.74% |
| 5 Year | 19.52% | 19.45% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.04% | 1.49% |
| 1 Year | 8.22% | 2.55% |
| 3 Year | 14.86% | 14.23% |
| 5 Year | 15.06% | 15.43% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.41% | 13.42% |
| 3 Year | 13.62% | 12.7% |
| 5 Year | 13.05% | 11.82% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.48% | 9.01% |
| Sharp | 0.87% | 1.15% |
| Beta | 1.10% | 0.13% |
| Alpha | 1.92% | 9.74% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 31 | 34.61 |
| Large Cap | 38.92 | 43 |
| Small Cap | 7.52 | 10.41 |
| Mid Cap | 22.56 | 11.98 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
UTI Aggressive Hybrid Fund- Regular Plan - Growth |
|---|---|---|
| Others | 26.64 | 30.99 |
| Communication Services | 3 | 4.56 |
| Energy | 2.51 | 4.93 |
| Technology | 9.99 | 6.89 |
| Financial Services | 16.22 | 23.12 |
| Consumer Cyclical | 8.45 | 6.45 |
| Consumer Defensive | 3.13 | 4.54 |
| Healthcare | 7.16 | 4.94 |
| Real Estate | 1.44 | 1.74 |
| Industrials | 11.11 | 5.43 |
| Basic Materials | 8.08 | 4.75 |
| Utilities | 2.28 | 1.64 |
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