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)	₹6509 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	1.77	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	-3.99%	-4.78%
6 Month	8.84%	6.64%
1 Year	26.39%	20.28%
3 Year	13.86%	10.42%
5 Year	17.79%	14.3%

Scheme Name	Kotak Equity Hybrid - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
6 Month	-	-
1 Year	22.94%	15.69%
3 Year	20.62%	16.61%
5 Year	20.36%	16.38%

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	26.45	25.99
Large Cap	40.68	54.64
Small Cap	10.92	9.27
Mid Cap	21.53	10.09

Scheme Name	Kotak Equity Hybrid - Growth	Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Others	26.45	2.72
Petroleum Products	2.17	-
IT - Software	12.64	-
Capital Markets	0.87	-
Personal Products	1.98	-
Construction	3.36	4.79
Finance	5.82	-
Diversified FMCG	0.69	-
Banks	6.76	-
Pharmaceuticals & Biotechnology	4.51	-
Healthcare Services	1.91	-
Cement & Cement Products	2.12	-
Realty	1.58	-
Automobiles	1.02	-
Industrial Products	3.18	-
Gas	1.07	-
Electrical Equipment	1.17	-
Fertilizers & Agrochemicals	0.59	-
Consumer Durables	2.79	-
Transport Services	0.77	-
Aerospace & Defense	0.66	-
Oil	0.96	-
Chemicals & Petrochemicals	3.45	-
Auto Components	4.1	-
Telecom - Services	3.26	-
Power	2.74	-
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.16	1.03
Beverages	1.43	-
Sovereign	-	7.71
Financial	-	35.15
Energy	-	8.01
Technology	-	5.68
Automobile	-	6.18
Materials	-	4.01
Consumer Staples	-	4.09
Services	-	4.35
Metals & Mining	-	1.72
Healthcare	-	4.85
Chemicals	-	0.83
Capital Goods	-	4
Consumer Discretionary	-	1.62
Communication	-	2.73
Textiles	-	0.52