Edelweiss Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

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Kotak Equity Hybrid - Growth

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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 Risk
Asset Size (Cr)	₹6606 Cr	₹2371 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	1.95
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

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	-4.28%	-2.38%
6 Month	-8.28%	-5.98%
1 Year	9.19%	8.5%
3 Year	12.5%	14.97%
5 Year	15.47%	15.94%

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-4.81%	-1.73%
3 Year	12.54%	15.53%
5 Year	15.55%	17.34%

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	12.18%	10.27%
3 Year	13.43%	12.41%
5 Year	12.72%	11.84%

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	9.765%	9.903%
Sharp	0.713%	0.882%
Beta	0.998%	1.029%
Alpha	1.811%	3.399%

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

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