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)	₹6606 Cr	₹5631 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Nov 2014	07 Feb 2011
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	1.86
Manager	Harsha Upadhyaya	Gautam Bhupal
ISIN Code	INF174K01E92	INF917K01LB0
Exits Load	Kotak Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
1 Month	1.56%	3.29%
6 Month	5.21%	4.32%
1 Year	23.25%	23.79%
3 Year	16.07%	14.45%
5 Year	18.07%	15.42%

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	-	-
1 Year	18.57%	21.13%
3 Year	20.2%	21.66%
5 Year	20.17%	18.81%

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	26.15	26.52
Large Cap	39.58	32.69
Small Cap	10.97	19.75
Mid Cap	22.74	21.04

Scheme Name	Kotak Equity Hybrid - Growth	HSBC Aggressive Hybrid Fund - Regular Growth
Others	26.15	1.06
Petroleum Products	1.96	-
IT - Software	13.69	-
Capital Markets	1.06	-
Personal Products	1.81	-
Construction	3.33	8.56
Finance	5.7	-
Diversified FMCG	0.6	-
Banks	6.91	-
Pharmaceuticals & Biotechnology	4.48	-
Healthcare Services	1.97	-
Cement & Cement Products	2.03	-
Realty	1.58	-
Automobiles	0.91	-
Gas	0.91	-
Electrical Equipment	2.09	-
Fertilizers & Agrochemicals	0.59	-
Industrial Products	3.16	-
Consumer Durables	2.57	-
Transport Services	0.78	-
Aerospace & Defense	0.67	-
Oil	0.79	-
Chemicals & Petrochemicals	3.62	-
Telecom - Services	3.61	-
Auto Components	3.17	-
Power	2.57	-
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.04	-
Beverages	1.32	-
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