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) | ₹6509 Cr | ₹489 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 25 Nov 1999 | 15 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 | 2.41 |
| Manager | Harsha Upadhyaya | Krishna Venkat Cheemalapati |
| ISIN Code | INF174K01E92 | INF205K011Q3 |
| 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 1 year./365 |
| Scheme Name | Kotak Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.49% | -4.12% |
| 6 Month | 8.27% | 10.34% |
| 1 Year | 25.73% | 31.29% |
| 3 Year | 13.64% | 14.19% |
| 5 Year | 17.65% | 14.54% |
| Scheme Name | Kotak Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 22.94% | 25.26% |
| 3 Year | 20.62% | 22.69% |
| 5 Year | 20.36% | 18.94% |
| 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 | 26.45 | 31.86 |
| Large Cap | 40.68 | 45.37 |
| Small Cap | 10.92 | 9.97 |
| Mid Cap | 21.53 | 12.8 |
| Scheme Name |
Kotak Equity Hybrid - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 26.45 | 1.5 |
| Petroleum Products | 2.17 | - |
| IT - Software | 12.64 | - |
| Capital Markets | 0.87 | - |
| Personal Products | 1.98 | - |
| Construction | 3.36 | 1.19 |
| Finance | 5.82 | - |
| Diversified FMCG | 0.69 | - |
| Banks | 6.76 | - |
| Pharmaceuticals & Biotechnology | 4.51 | - |
| Healthcare Services | 1.91 | - |
| Cement & Cement Products | 2.12 | - |
| Realty | 1.58 | - |
| Automobiles | 1.02 | - |
| Industrial Products | 3.18 | - |
| Gas | 1.07 | - |
| Electrical Equipment | 1.17 | - |
| Fertilizers & Agrochemicals | 0.59 | - |
| Consumer Durables | 2.79 | - |
| Transport Services | 0.77 | - |
| Aerospace & Defense | 0.66 | - |
| Oil | 0.96 | - |
| Chemicals & Petrochemicals | 3.45 | - |
| Auto Components | 4.1 | - |
| Telecom - Services | 3.26 | - |
| Power | 2.74 | - |
| Agricultural, Commercial & Construction Vehicles | 0.37 | - |
| Insurance | 1.16 | - |
| Beverages | 1.43 | - |
| Sovereign | - | 20.8 |
| Communication | - | 1.47 |
| Energy | - | 4.49 |
| Technology | - | 4.58 |
| Metals & Mining | - | 1.51 |
| Financial | - | 25.43 |
| Healthcare | - | 5.04 |
| Consumer Staples | - | 2.49 |
| Capital Goods | - | 8.25 |
| Chemicals | - | 1.09 |
| Automobile | - | 8.44 |
| Services | - | 9.88 |
| Materials | - | 1.83 |
| Consumer Discretionary | - | 1.7 |
| Textiles | - | 0.31 |
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