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Kotak Equity Hybrid vs HSBC Aggressive Hybrid Fund compare
Kotak Equity Hybrid - Growth
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
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 | ₹5282 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 | 1.85 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Equity Hybrid - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | -5.75% | -7.39% |
| 6 Month | -10.24% | -13.38% |
| 1 Year | 6.12% | 0.86% |
| 3 Year | 14.29% | 11.57% |
| 5 Year | 16.76% | 12.91% |
SIP Return Analysis
| Scheme Name | Kotak Equity Hybrid - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | -9.13% | -12.24% |
| 1 Year | -11.78% | -19.52% |
| 3 Year | 10.73% | 8.2% |
| 5 Year | 14.1% | 10.55% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Hybrid - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.18% | 12.07% |
| 3 Year | 13.43% | 13.3% |
| 5 Year | 12.72% | 12.45% |
Risk Management
| Scheme Name | Kotak Equity Hybrid - Growth | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.765% | 11.72% |
| Sharp | 0.713% | 0.469% |
| Beta | 0.998% | 1.116% |
| Alpha | 1.811% | -0.258% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Equity Hybrid - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 30.39778 | 24.61791 |
| Large Cap | 39.14799 | 36.45295 |
| Small Cap | 8.75465 | 17.05529 |
| Mid Cap | 21.69959 | 21.87384 |
Sector Allocation
| Scheme Name |
Kotak Equity Hybrid - Growth |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 29.45522 | 24.61791 |
| Energy | 2.50217 | 0.1381 |
| Technology | 13.72469 | 12.18501 |
| Financial Services | 13.2205 | 15.67571 |
| Consumer Defensive | 4.52821 | 0.97615 |
| Industrials | 8.25894 | 23.24466 |
| Healthcare | 6.91049 | 1.63515 |
| Basic Materials | 9.30597 | 0.19681 |
| Real Estate | 1.36737 | 3.81145 |
| Utilities | 3.38962 | 3.4802 |
| Consumer Cyclical | 3.22009 | 13.50613 |
| Communication Services | 4.11674 | 0.53271 |
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