Kotak Equity Hybrid vs INVESCO INDIA AGGRESSIVE HYBRID FUND compare

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Kotak Equity Hybrid - Growth

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INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Risk
Asset Size (Cr)	₹6606 Cr	₹596 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	2.37
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	-4.28%	-4.7%
6 Month	-8.28%	-5.89%
1 Year	9.19%	10.34%
3 Year	12.5%	13.27%
5 Year	15.47%	12.42%

Scheme Name	Kotak Equity Hybrid - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month	-	-
1 Year	-4.28%	-2.02%
3 Year	12.61%	15.48%
5 Year	15.41%	14.81%

Scheme Name	Kotak Equity Hybrid - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
1 Year	12.18%	12.34%
3 Year	13.43%	13.64%
5 Year	12.72%	13.46%

Scheme Name	Kotak Equity Hybrid - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Standard Deviation	9.765%	10.637%
Sharp	0.713%	0.736%
Beta	0.998%	1.065%
Alpha	1.811%	2.306%

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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