Kotak Equity Hybrid vs Mirae Asset Aggressive Hybrid Fund compare

Overview

Scheme Name	Kotak Equity Hybrid - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Fund	Kotak Equity Hybrid - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6042 Cr	₹8963 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Nov 1999	02 Jul 2015
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	38.8%	59%
Expense Ratio	1.78	1.71
Manager	Harsha Upadhyaya	Mahendra Kumar Jajoo
ISIN Code	INF174K01E92	INF769K01DE6
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365	I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365

Scheme Name	Kotak Equity Hybrid - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Month	1.28%	1.65%
6 Month	20.55%	15.47%
1 Year	33.82%	28.47%
3 Year	17.91%	14.18%
5 Year	20.58%	17.04%

Scheme Name	Kotak Equity Hybrid - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
6 Month	-	-
1 Year	14.48%	11.19%
3 Year	31.88%	26.02%
5 Year	63.28%	49.96%

Scheme Name	Kotak Equity Hybrid - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Year	20.19%	16.55%
3 Year	49.37%	39.32%
5 Year	69.91%	54.66%

Scheme Name	Kotak Equity Hybrid - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Standard Deviation	8.13%	8.94%
Sharp	1.25%	0.83%
Beta	0.9%	1%
Alpha	5.28%	1.4%

Scheme Name	Kotak Equity Hybrid - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Name	Harsha Upadhyaya	Mahendra Kumar Jajoo
Total AUM	₹139411 Cr	₹8876 Cr
Fund Manage	11	4
	Kotak Equity Hybrid - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Scheme Name	Kotak Equity Hybrid - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Others	25.22	25.99
Large Cap	42.49	54.64
Small Cap	11.1	9.27
Mid Cap	20.5	10.09

Scheme Name	Kotak Equity Hybrid - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Others	25.12	2.72
Banks	8.58	-
Telecom - Services	3.06	-
Finance	6.56	-
IT - Software	8.07	-
Power	2.47	-
Construction	3.99	4.79
Petroleum Products	2.44	-
Auto Components	6.39	-
Consumer Durables	3.31	-
Oil	1.56	-
Automobiles	2.53	-
Pharmaceuticals & Biotechnology	4.09	-
Healthcare Services	1.36	-
Chemicals & Petrochemicals	2.15	-
Beverages	1.27	-
Industrial Products	3.6	-
Gas	1.09	-
Realty	1.8	-
Cement & Cement Products	1.67	-
Insurance	0.97	1.03
Personal Products	1.77	-
Electrical Equipment	0.88	-
Transport Services	0.83	-
Aerospace & Defense	0.79	-
Diversified FMCG	1.34	-
Capital Markets	0.63	-
Fertilizers & Agrochemicals	0.62	-
Agricultural, Commercial & Construction Vehicles	0.37	-
Financial	-	35.15
Energy	-	8.01
Technology	-	5.68
Communication	-	2.73
Capital Goods	-	4
Sovereign	-	7.71
Healthcare	-	4.85
Consumer Staples	-	4.09
Automobile	-	6.18
Materials	-	4.01
Services	-	4.35
Metals & Mining	-	1.72
Consumer Discretionary	-	1.62
Chemicals	-	0.83
Textiles	-	0.52