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 | 1.28% | 2.69% |
| 6 Month | 20.55% | 18.93% |
| 1 Year | 33.82% | 39.04% |
| 3 Year | 17.91% | 16.51% |
| 5 Year | 20.58% | 16.66% |
| Scheme Name | Kotak Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.48% | 16.76% |
| 3 Year | 31.88% | 34.55% |
| 5 Year | 63.28% | 55.37% |
| Scheme Name | Kotak Equity Hybrid - Growth | INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| 1 Year | 20.19% | 16.39% |
| 3 Year | 49.37% | 41.98% |
| 5 Year | 69.91% | 61.68% |
| 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 | 25.22 | 31.86 |
| Large Cap | 42.49 | 45.37 |
| Small Cap | 11.1 | 9.97 |
| Mid Cap | 20.5 | 12.8 |
| Scheme Name |
Kotak Equity Hybrid - Growth |
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth |
|---|---|---|
| Others | 25.12 | 1.5 |
| Petroleum Products | 2.44 | - |
| IT - Software | 8.07 | - |
| Capital Markets | 0.63 | - |
| Personal Products | 1.77 | - |
| Construction | 3.99 | 1.19 |
| Finance | 6.56 | - |
| Diversified FMCG | 1.34 | - |
| Banks | 8.58 | - |
| Pharmaceuticals & Biotechnology | 4.09 | - |
| Healthcare Services | 1.36 | - |
| Cement & Cement Products | 1.67 | - |
| Realty | 1.8 | - |
| Automobiles | 2.53 | - |
| Industrial Products | 3.6 | - |
| Gas | 1.09 | - |
| Electrical Equipment | 0.88 | - |
| Fertilizers & Agrochemicals | 0.62 | - |
| Consumer Durables | 3.31 | - |
| Transport Services | 0.83 | - |
| Aerospace & Defense | 0.79 | - |
| Oil | 1.56 | - |
| Auto Components | 6.39 | - |
| Chemicals & Petrochemicals | 2.15 | - |
| Telecom - Services | 3.06 | - |
| Power | 2.47 | - |
| Agricultural, Commercial & Construction Vehicles | 0.37 | - |
| Insurance | 0.97 | - |
| Beverages | 1.27 | - |
| 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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