HSBC Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

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
Asset Size (Cr)	₹6509 Cr	₹5719 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Nov 1999	30 Jan 2013
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	1.87
Manager	Harsha Upadhyaya	Gautam Bhupal
ISIN Code	INF174K01E92	INF917K01LB0
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 of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Month	-4.49%	-4.28%
6 Month	8.27%	6.17%
1 Year	25.73%	25.27%
3 Year	13.64%	12.26%
5 Year	17.65%	14.68%

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	-	-
1 Year	22.94%	19.57%
3 Year	20.62%	19.93%
5 Year	20.36%	17.71%

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	11.72%	11.74%
3 Year	12.54%	13.3%
5 Year	12.51%	12.19%

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	8.13%	10.22%
Sharp	1.25%	0.89%
Beta	0.9%	1.02%
Alpha	5.28%	2.87%

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	26.45	26.52
Large Cap	40.68	32.69
Small Cap	10.92	19.75
Mid Cap	21.53	21.04

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	26.45	1.06
Petroleum Products	2.17	-
IT - Software	12.64	-
Capital Markets	0.87	-
Personal Products	1.98	-
Construction	3.36	8.56
Finance	5.82	-
Diversified FMCG	0.69	-
Banks	6.76	-
Pharmaceuticals & Biotechnology	4.51	-
Healthcare Services	1.91	-
Cement & Cement Products	2.12	-
Realty	1.58	-
Automobiles	1.02	-
Industrial Products	3.18	-
Gas	1.07	-
Electrical Equipment	1.17	-
Fertilizers & Agrochemicals	0.59	-
Consumer Durables	2.79	-
Transport Services	0.77	-
Aerospace & Defense	0.66	-
Oil	0.96	-
Chemicals & Petrochemicals	3.45	-
Auto Components	4.1	-
Telecom - Services	3.26	-
Power	2.74	-
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.16	-
Beverages	1.43	-
Sovereign	-	11.08
Energy	-	5.03
Capital Goods	-	23.98
Technology	-	6.45
Consumer Staples	-	1.72
Financial	-	27.74
Healthcare	-	2.54
Services	-	4.48
Metals & Mining	-	0.56
Automobile	-	4.23
Communication	-	1.12
Consumer Discretionary	-	1.29
Materials	-	0.16