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
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	6.2%	5.67%
6 Month	-9.79%	-8.51%
1 Year	10.01%	11.87%
3 Year	13.3%	14.87%
5 Year	22.99%	19%

Scheme Name	Kotak Equity Hybrid - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
6 Month	-4.98%	-4.62%
1 Year	-6.46%	-3.49%
3 Year	13.04%	16.27%
5 Year	15.24%	15.17%

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	10.787%	11.275%
Sharp	0.49%	0.598%
Beta	1.055%	1.095%
Alpha	0.867%	2.142%

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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
Funds Managed	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	30.4	34.01
Large Cap	39.15	33.49
Small Cap	8.75	11.63
Mid Cap	21.7	20.87

Scheme Name	Kotak Equity Hybrid - Growth	INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
Others	29.46	32.65
Energy	2.5	-
Technology	13.72	9.64
Financial Services	13.22	14.65
Consumer Defensive	4.53	1.63
Industrials	8.26	11.01
Healthcare	6.91	3.95
Basic Materials	9.31	5.51
Real Estate	1.37	3.13
Utilities	3.39	3.2
Consumer Cyclical	3.22	12.6
Communication Services	4.12	2.05