Kotak Equity Hybrid vs Edelweiss Aggressive Hybrid Fund compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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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 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) ₹6509 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 1.77 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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month -2.31% -3.43%
6 Month 9.54% 7.21%
1 Year 27.5% 25.68%
3 Year 14.18% 15.97%
5 Year 18.07% 17.76%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 11.72% 10.06%
3 Year 12.54% 12.09%
5 Year 12.51% 11.74%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 8.13% 8.47%
Sharp 1.25% 1.3%
Beta 0.9% 0.35%
Alpha 5.28% 7.89%

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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
Fund Manage 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 26.45 28.81
Large Cap 40.68 51.83
Small Cap 10.92 6.1
Mid Cap 21.53 13.26

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 26.45 6.92
Petroleum Products 2.17 -
IT - Software 12.64 -
Capital Markets 0.87 -
Personal Products 1.98 -
Construction 3.36 2.83
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 - 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

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