HSBC Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

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Kotak Equity Hybrid - Growth

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HSBC Aggressive Hybrid Fund - Regular Growth

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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	HSBC Aggressive Hybrid Fund - Regular Growth
Fund	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High Risk
Asset Size (Cr)	₹6606 Cr	₹5282 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Nov 2014	07 Feb 2011
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	NIFTY 50 Hybrid Composite Debt 65:35
Turn Over	38.8%	75%
Expense Ratio	1.77	1.85
Manager	Harsha Upadhyaya	Gautam Bhupal
ISIN Code	INF174K01E92	INF917K01LB0
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	HSBC Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Month	-4.28%	-6.9%
6 Month	-8.28%	-12.39%
1 Year	9.19%	4.88%
3 Year	12.5%	10.08%
5 Year	15.47%	11.8%

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	-	-
1 Year	-4.81%	-12.23%
3 Year	12.54%	10.15%
5 Year	15.55%	12.04%

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	12.18%	12.07%
3 Year	13.43%	13.3%
5 Year	12.72%	12.45%

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	9.765%	11.72%
Sharp	0.713%	0.469%
Beta	0.998%	1.116%
Alpha	1.811%	-0.258%

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Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Name	Harsha Upadhyaya	Gautam Bhupal
Total AUM	₹139411 Cr	₹25949 Cr
Fund Manage	11	13
	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	26.15	23.48
Large Cap	39.58	34.5
Small Cap	10.97	16.85
Mid Cap	22.74	25.17

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	26.15	23.48
Petroleum Products	1.96	0.13
IT - Software	13.69	6.2
Capital Markets	1.06	5.71
Personal Products	1.81	-
Construction	3.33	0.76
Finance	5.7	1.66
Diversified FMCG	0.6	-
Banks	6.91	7.34
Pharmaceuticals & Biotechnology	4.48	0.9
Healthcare Services	1.97	0.76
Cement & Cement Products	2.03	0.18
Realty	1.58	4.18
Automobiles	0.91	2.68
Gas	0.91	-
Electrical Equipment	2.09	17.91
Fertilizers & Agrochemicals	0.59	-
Industrial Products	3.16	3.87
Consumer Durables	2.57	3.84
Transport Services	0.78	0.04
Aerospace & Defense	0.67	4.19
Oil	0.79	-
Chemicals & Petrochemicals	3.62	-
Telecom - Services	3.61	0.48
Auto Components	3.17	0.21
Power	2.57	3.74
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.04	-
Beverages	1.32	0.86
Food Products	-	0.2
Retailing	-	8.56
Leisure Services	-	0.89
Industrial Manufacturing	-	0.81
Financial Technology (Fintech)	-	0.42