Kotak Equity Hybrid vs UTI Aggressive Hybrid Fund compare

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Kotak Equity Hybrid - Growth

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UTI 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	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Fund	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6606 Cr	₹5956 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Nov 2014	25 Mar 2000
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%	27%
Expense Ratio	1.77	1.89
Manager	Harsha Upadhyaya	V Srivatsa
ISIN Code	INF174K01E92	INF789F01323
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	UTI 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	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	4.91%	4.61%
6 Month	-4.83%	-1.92%
1 Year	9.05%	11.61%
3 Year	14.73%	17.56%
5 Year	21.86%	23.1%

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-0.57%	0.89%
1 Year	-4.7%	-0.38%
3 Year	12.57%	15.47%
5 Year	14.31%	16.56%

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	12.18%	13.82%
3 Year	13.43%	12.4%
5 Year	12.72%	11.66%

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	10.787%	9.01%
Sharp	0.49%	1.01%
Beta	1.055%	1.05%
Alpha	0.867%	4.08%

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Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name	Harsha Upadhyaya	V Srivatsa
Total AUM	₹139411 Cr	₹7921 Cr
Funds Managed	11	3
	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	30.4	30.52
Large Cap	39.15	45.41
Small Cap	8.75	10.35
Mid Cap	21.7	13.58

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	29.46	30.52
Energy	2.5	-
Technology	13.72	-
Financial Services	13.22	-
Consumer Defensive	4.53	-
Industrials	8.26	-
Healthcare	6.91	-
Basic Materials	9.31	-
Real Estate	1.37	-
Utilities	3.39	-
Consumer Cyclical	3.22	-
Communication Services	4.12	-
Telecom - Services	-	3.98
Petroleum Products	-	2.45
IT - Software	-	6.17
Cement & Cement Products	-	0.63
Transport Services	-	2.79
Construction	-	1.87
Textiles & Apparels	-	1.44
Pharmaceuticals & Biotechnology	-	4.26
Banks	-	17.2
Insurance	-	1.8
Automobiles	-	4.51
Diversified FMCG	-	3.01
Fertilizers & Agrochemicals	-	1.08
Diversified Metals	-	2.29
Realty	-	1.31
Oil	-	1.57
Ferrous Metals	-	0.53
Personal Products	-	1.13
Capital Markets	-	1.23
Consumer Durables	-	0.7
Other Consumer Services	-	0.67
Industrial Products	-	0.3
Auto Components	-	0.62
Chemicals & Petrochemicals	-	0.53
Minerals & Mining	-	0.78
Finance	-	2.87
Entertainment	-	0.44
Power	-	1.68
Paper, Forest & Jute Products	-	0.68
Retailing	-	0.23
Leisure Services	-	0.59