INVESCO INDIA AGGRESSIVE HYBRID FUND vs Kotak Equity Hybrid compare

Kotak Equity Hybrid - Growth

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INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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Overview

Scheme Name	Kotak Equity Hybrid - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Fund	Kotak Equity Hybrid - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6509 Cr	₹489 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Nov 1999	15 Jun 2018
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	38.8%	146%
Expense Ratio	1.77	2.41
Manager	Harsha Upadhyaya	Krishna Venkat Cheemalapati
ISIN Code	INF174K01E92	INF205K011Q3
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 1 year./365

Scheme Name	Kotak Equity Hybrid - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Month	-3.99%	-3.87%
6 Month	8.84%	10.63%
1 Year	26.39%	31.63%
3 Year	13.86%	14.32%
5 Year	17.79%	14.61%

Scheme Name	Kotak Equity Hybrid - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month	-	-
1 Year	22.94%	25.26%
3 Year	20.62%	22.69%
5 Year	20.36%	18.94%

Scheme Name	Kotak Equity Hybrid - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year	11.72%	12%
3 Year	12.54%	13.45%
5 Year	12.51%	12.92%

Scheme Name	Kotak Equity Hybrid - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation	8.13%	9.53%
Sharp	1.25%	0.91%
Beta	0.9%	0.99%
Alpha	5.28%	2.73%

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Scheme Name	Kotak Equity Hybrid - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Name	Harsha Upadhyaya	Krishna Venkat Cheemalapati
Total AUM	₹139411 Cr	₹24743 Cr
Fund Manage	11	19
	Kotak Equity Hybrid - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

Scheme Name	Kotak Equity Hybrid - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Others	26.45	31.86
Large Cap	40.68	45.37
Small Cap	10.92	9.97
Mid Cap	21.53	12.8

Scheme Name	Kotak Equity Hybrid - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Others	26.45	1.5
Petroleum Products	2.17	-
IT - Software	12.64	-
Capital Markets	0.87	-
Personal Products	1.98	-
Construction	3.36	1.19
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	-	20.8
Communication	-	1.47
Energy	-	4.49
Technology	-	4.58
Metals & Mining	-	1.51
Financial	-	25.43
Healthcare	-	5.04
Consumer Staples	-	2.49
Capital Goods	-	8.25
Chemicals	-	1.09
Automobile	-	8.44
Services	-	9.88
Materials	-	1.83
Consumer Discretionary	-	1.7
Textiles	-	0.31