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 1.28% -3.46%
6 Month 20.55% 13.03%
1 Year 33.82% 31.67%
3 Year 17.91% 17.24%
5 Year 20.58% 18.9%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 14.48% 13.68%
3 Year 31.88% 35.39%
5 Year 63.28% 65.89%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 11.59% 10.09%
3 Year 12.53% 12.09%
5 Year 12.53% 11.75%

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 25.22 28.81
Large Cap 42.49 51.83
Small Cap 11.1 6.1
Mid Cap 20.5 13.26

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 25.12 6.92
Petroleum Products 2.44 -
IT - Software 8.07 -
Capital Markets 0.63 -
Personal Products 1.77 -
Construction 3.99 2.83
Finance 6.56 -
Diversified FMCG 1.34 -
Banks 8.58 -
Pharmaceuticals & Biotechnology 4.09 -
Healthcare Services 1.36 -
Cement & Cement Products 1.67 -
Realty 1.8 -
Automobiles 2.53 -
Industrial Products 3.6 -
Gas 1.09 -
Electrical Equipment 0.88 -
Fertilizers & Agrochemicals 0.62 -
Consumer Durables 3.31 -
Transport Services 0.83 -
Aerospace & Defense 0.79 -
Oil 1.56 -
Auto Components 6.39 -
Chemicals & Petrochemicals 2.15 -
Telecom - Services 3.06 -
Power 2.47 -
Agricultural, Commercial & Construction Vehicles 0.37 -
Insurance 0.97 -
Beverages 1.27 -
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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