Edelweiss Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

Kotak Equity Hybrid - Growth

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Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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Overview

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6509 Cr	₹1856 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	25 Nov 1999	12 Aug 2009
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%	81%
Expense Ratio	1.77	1.99
Manager	Harsha Upadhyaya	Dhawal Dalal
ISIN Code	INF174K01E92	INF754K01202
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	-3.99%	-4.92%
6 Month	8.84%	6.69%
1 Year	26.39%	24.63%
3 Year	13.86%	15.64%
5 Year	17.79%	17.46%

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	22.94%	18.27%
3 Year	20.62%	21.4%
5 Year	20.36%	20.67%

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	11.72%	10.06%
3 Year	12.54%	12.09%
5 Year	12.51%	11.74%

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	8.13%	8.47%
Sharp	1.25%	1.3%
Beta	0.9%	0.35%
Alpha	5.28%	7.89%

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Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Name	Harsha Upadhyaya	Dhawal Dalal
Total AUM	₹139411 Cr	₹25974 Cr
Fund Manage	11	12
	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	26.45	28.81
Large Cap	40.68	51.83
Small Cap	10.92	6.1
Mid Cap	21.53	13.26

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	26.45	6.92
Petroleum Products	2.17	-
IT - Software	12.64	-
Capital Markets	0.87	-
Personal Products	1.98	-
Construction	3.36	2.83
Finance	5.82	-
Diversified FMCG	0.69	-
Banks	6.76	-
Pharmaceuticals & Biotechnology	4.51	-
Healthcare Services	1.91	-
Cement & Cement Products	2.12	-
Realty	1.58	-
Automobiles	1.02	-
Industrial Products	3.18	-
Gas	1.07	-
Electrical Equipment	1.17	-
Fertilizers & Agrochemicals	0.59	-
Consumer Durables	2.79	-
Transport Services	0.77	-
Aerospace & Defense	0.66	-
Oil	0.96	-
Chemicals & Petrochemicals	3.45	-
Auto Components	4.1	-
Telecom - Services	3.26	-
Power	2.74	-
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.16	-
Beverages	1.43	-
Sovereign	-	7.46
Automobile	-	8.32
Energy	-	9.81
Technology	-	4.88
Healthcare	-	7.78
Financial	-	23.63
Materials	-	0.63
Metals & Mining	-	2.95
Services	-	5.42
Capital Goods	-	4.4
Consumer Staples	-	3.58
Consumer Discretionary	-	1.3
Communication	-	3.94
Unclassified	-	6.15