Edelweiss Aggressive Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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 | ₹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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.42% | 4.81% |
6 Month | -6.84% | -3.59% |
1 Year | 10.56% | 11.04% |
3 Year | 12.56% | 15.5% |
5 Year | 21.47% | 21.31% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -1.25% | 1.01% |
1 Year | -4.03% | 1.21% |
3 Year | 13.41% | 16.74% |
5 Year | 15.16% | 17.43% |
Rolling Lumpsum Returns
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% |
Risk Management
Scheme Name | Kotak Equity Hybrid - Growth | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.787% | 9.903% |
Sharp | 0.49% | 0.882% |
Beta | 1.055% | 1.029% |
Alpha | 0.867% | 3.399% |
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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 |
Funds Managed | 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 | 30.4 | 28.42 |
Large Cap | 39.15 | 50.97 |
Small Cap | 8.75 | 5.21 |
Mid Cap | 21.7 | 15.41 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.46 | 28.01 |
Energy | 2.5 | 4.7 |
Technology | 13.72 | 7.17 |
Financial Services | 13.22 | 21.01 |
Consumer Defensive | 4.53 | 3.77 |
Industrials | 8.26 | 5.43 |
Healthcare | 6.91 | 11.34 |
Basic Materials | 9.31 | 2.49 |
Real Estate | 1.37 | 0.82 |
Utilities | 3.39 | 3.93 |
Consumer Cyclical | 3.22 | 8.63 |
Communication Services | 4.12 | 2.7 |
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