Kotak Equity Hybrid vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare
Kotak Equity Hybrid - Growth
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Chart Comparison
| Scheme Name | Kotak Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6606 Cr | ₹549 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Nov 2014 | 30 Jun 2018 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 38.8% | 146% |
| Expense Ratio | 1.77 | 2.39 |
| Manager | Harsha Upadhyaya | Krishna Venkat Cheemalapati |
| ISIN Code | INF174K01E92 | INF205K011Q3 |
| 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 | Invesco India 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 | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.46% | 4.2% |
| 6 Month | 5.47% | 7.99% |
| 1 Year | 22.55% | 27.36% |
| 3 Year | 15.89% | 16.43% |
| 5 Year | 18.08% | 15.45% |
| Scheme Name | Kotak Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 18.57% | 24.01% |
| 3 Year | 20.2% | 23.73% |
| 5 Year | 20.17% | 19.67% |
| Scheme Name | Kotak Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 11.72% | 12% |
| 3 Year | 12.54% | 13.45% |
| 5 Year | 12.51% | 12.92% |
| Scheme Name | Kotak Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 8.13% | 9.53% |
| Sharp | 1.25% | 0.91% |
| Beta | 0.9% | 0.99% |
| Alpha | 5.28% | 2.73% |
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| Scheme Name | Kotak Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Krishna Venkat Cheemalapati |
| Total AUM | ₹139411 Cr | ₹24743 Cr |
| Fund Manage | 11 | 19 |
| Kotak Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
| Scheme Name |
Kotak Equity Hybrid - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 26.15 | 32.88 |
| Large Cap | 39.58 | 35.74 |
| Small Cap | 10.97 | 12.37 |
| Mid Cap | 22.74 | 19.01 |
| Scheme Name |
Kotak Equity Hybrid - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 26.15 | 32.88 |
| Petroleum Products | 1.96 | - |
| IT - Software | 13.69 | 5.24 |
| Capital Markets | 1.06 | 1.23 |
| Personal Products | 1.81 | - |
| Construction | 3.33 | - |
| Finance | 5.7 | 4.11 |
| Diversified FMCG | 0.6 | - |
| Banks | 6.91 | 9.36 |
| Pharmaceuticals & Biotechnology | 4.48 | 2.81 |
| Healthcare Services | 1.97 | 0.81 |
| Cement & Cement Products | 2.03 | 1.92 |
| Realty | 1.58 | 1.89 |
| Automobiles | 0.91 | 4.21 |
| Gas | 0.91 | - |
| Electrical Equipment | 2.09 | 2.21 |
| Fertilizers & Agrochemicals | 0.59 | 0.95 |
| Industrial Products | 3.16 | 1.45 |
| Consumer Durables | 2.57 | 2.88 |
| Transport Services | 0.78 | 0.98 |
| Aerospace & Defense | 0.67 | 2.86 |
| Oil | 0.79 | - |
| Chemicals & Petrochemicals | 3.62 | - |
| Telecom - Services | 3.61 | 2.25 |
| Auto Components | 3.17 | 3.65 |
| Power | 2.57 | 2.15 |
| Agricultural, Commercial & Construction Vehicles | 0.37 | 0.83 |
| Insurance | 1.04 | 0.95 |
| Beverages | 1.32 | 0.76 |
| Retailing | - | 7 |
| Paper, Forest & Jute Products | - | 1.51 |
| Ferrous Metals | - | 0.64 |
| Financial Technology (Fintech) | - | 0.99 |
| Food Products | - | 0.81 |
| Industrial Manufacturing | - | 2.67 |
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