Edelweiss Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

Kotak Equity Hybrid - Growth

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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)	₹6042 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	1.78	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	1.28%	2.16%
6 Month	20.55%	17.26%
1 Year	33.82%	36.9%
3 Year	17.91%	19.75%
5 Year	20.58%	20.14%

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	14.48%	13.68%
3 Year	31.88%	35.39%
5 Year	63.28%	65.89%

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	20.19%	19.57%
3 Year	49.37%	51.09%
5 Year	69.91%	72.25%

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	8.13%	8.47%
Sharp	1.25%	1.4%
Beta	0.9%	0.92%
Alpha	5.28%	6.68%

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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	25.22	28.81
Large Cap	42.49	51.83
Small Cap	11.1	6.1
Mid Cap	20.5	13.26

Scheme Name	Kotak Equity Hybrid - Growth	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	25.12	6.92
Petroleum Products	2.44	-
IT - Software	8.07	-
Capital Markets	0.63	-
Personal Products	1.77	-
Construction	3.99	2.83
Finance	6.56	-
Diversified FMCG	1.34	-
Banks	8.58	-
Pharmaceuticals & Biotechnology	4.09	-
Healthcare Services	1.36	-
Cement & Cement Products	1.67	-
Realty	1.8	-
Automobiles	2.53	-
Industrial Products	3.6	-
Gas	1.09	-
Electrical Equipment	0.88	-
Fertilizers & Agrochemicals	0.62	-
Consumer Durables	3.31	-
Transport Services	0.83	-
Aerospace & Defense	0.79	-
Oil	1.56	-
Auto Components	6.39	-
Chemicals & Petrochemicals	2.15	-
Telecom - Services	3.06	-
Power	2.47	-
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	0.97	-
Beverages	1.27	-
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