Kotak Equity Hybrid vs HSBC Aggressive Hybrid Fund 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)	₹6042 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	1.78	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	1.28%	1.26%
6 Month	20.55%	19.81%
1 Year	33.82%	35.19%
3 Year	17.91%	15.62%
5 Year	20.58%	16.95%

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	-	-
1 Year	14.48%	15.3%
3 Year	31.88%	32.33%
5 Year	63.28%	54.56%

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	20.19%	17.18%
3 Year	49.37%	42.22%
5 Year	69.91%	61.96%

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	25.22	26.52
Large Cap	42.49	32.69
Small Cap	11.1	19.75
Mid Cap	20.5	21.04

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	25.12	1.06
Petroleum Products	2.44	-
IT - Software	8.07	-
Capital Markets	0.63	-
Personal Products	1.77	-
Construction	3.99	8.56
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	-	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