Edelweiss Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹6606 Cr ₹2195 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 03 Nov 2014 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 1.97
Manager Harsha Upadhyaya Dhawal Dalal
ISIN Code INF174K01E92 INF754K01202
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 Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month 2.46% 2.61%
6 Month 5.47% 5.07%
1 Year 22.55% 20.35%
3 Year 15.89% 17.15%
5 Year 18.08% 17.72%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 18.57% 14.5%
3 Year 20.2% 20.99%
5 Year 20.17% 20.53%

Rolling Lumpsum Returns

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%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 26.15 28.81
Large Cap 39.58 51.83
Small Cap 10.97 6.1
Mid Cap 22.74 13.26

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 26.15 6.92
Petroleum Products 1.96 -
IT - Software 13.69 -
Capital Markets 1.06 -
Personal Products 1.81 -
Construction 3.33 2.83
Finance 5.7 -
Diversified FMCG 0.6 -
Banks 6.91 -
Pharmaceuticals & Biotechnology 4.48 -
Healthcare Services 1.97 -
Cement & Cement Products 2.03 -
Realty 1.58 -
Automobiles 0.91 -
Gas 0.91 -
Electrical Equipment 2.09 -
Fertilizers & Agrochemicals 0.59 -
Industrial Products 3.16 -
Consumer Durables 2.57 -
Transport Services 0.78 -
Aerospace & Defense 0.67 -
Oil 0.79 -
Chemicals & Petrochemicals 3.62 -
Telecom - Services 3.61 -
Auto Components 3.17 -
Power 2.57 -
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 1.04 -
Beverages 1.32 -
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

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