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)	₹6606 Cr	₹9025 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Nov 2014	29 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	1.77	1.72
Manager	Harsha Upadhyaya	Mahendra Kumar Jajoo
ISIN Code	INF174K01E92	INF769K01DE6
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	Mirae Asset 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	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Month	2.46%	1.19%
6 Month	5.47%	2.78%
1 Year	22.55%	14.75%
3 Year	15.89%	11.92%
5 Year	18.08%	14.29%

Scheme Name	Kotak Equity Hybrid - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
6 Month	-	-
1 Year	18.57%	9.24%
3 Year	20.2%	15.25%
5 Year	20.17%	15.63%

Scheme Name	Kotak Equity Hybrid - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Year	11.72%	12.54%
3 Year	12.54%	13.39%
5 Year	12.51%	12.94%

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	26.15	23.29
Large Cap	39.58	53.49
Small Cap	10.97	10.51
Mid Cap	22.74	12.64

Scheme Name	Kotak Equity Hybrid - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Others	26.15	23.29
Petroleum Products	1.96	3.46
IT - Software	13.69	6.86
Capital Markets	1.06	0.91
Personal Products	1.81	0.74
Construction	3.33	2.15
Finance	5.7	3.83
Diversified FMCG	0.6	1.94
Banks	6.91	17.22
Pharmaceuticals & Biotechnology	4.48	4.52
Healthcare Services	1.97	1.39
Cement & Cement Products	2.03	1.44
Realty	1.58	3.64
Automobiles	0.91	3.18
Gas	0.91	1.43
Electrical Equipment	2.09	1.09
Fertilizers & Agrochemicals	0.59	-
Industrial Products	3.16	0.89
Consumer Durables	2.57	2.98
Transport Services	0.78	1.86
Aerospace & Defense	0.67	1.42
Oil	0.79	0.72
Chemicals & Petrochemicals	3.62	0.51
Telecom - Services	3.61	3.04
Auto Components	3.17	1.67
Power	2.57	2.64
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.04	1.18
Beverages	1.32	0.05
Retailing	-	2.04
Textiles & Apparels	-	0.62
Non - Ferrous Metals	-	0.93
Ferrous Metals	-	0.74
Diversified Metals	-	0.52
Consumable Fuels	-	0.7
Financial Technology (Fintech)	-	0.33