Kotak Equity Hybrid vs UTI Aggressive Hybrid Fund compare

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)	₹6509 Cr	₹5852 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	25 Nov 1999	20 Mar 1995
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	1.9
Manager	Harsha Upadhyaya	V Srivatsa
ISIN Code	INF174K01E92	INF789F01323
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365	Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months/365

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	1.28%	-3.84%
6 Month	20.55%	11.62%
1 Year	33.82%	33.47%
3 Year	17.91%	16.12%
5 Year	20.58%	19.2%

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-	-
1 Year	14.48%	14.27%
3 Year	31.88%	35.19%
5 Year	63.28%	67.97%

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	11.59%	13.44%
3 Year	12.53%	12.24%
5 Year	12.53%	11.57%

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	8.13%	9.01%
Sharp	1.25%	1.12%
Beta	0.9%	0.2%
Alpha	5.28%	8.55%

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Name	Harsha Upadhyaya	V Srivatsa
Total AUM	₹139411 Cr	₹7921 Cr
Fund Manage	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	25.22	31.49
Large Cap	42.49	42.71
Small Cap	11.1	9.04
Mid Cap	20.5	16.75

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	25.12	2.96
Petroleum Products	2.44	-
IT - Software	8.07	-
Capital Markets	0.63	-
Personal Products	1.77	-
Construction	3.99	4.06
Finance	6.56	-
Diversified FMCG	1.34	-
Banks	8.58	-
Pharmaceuticals & Biotechnology	4.09	-
Healthcare Services	1.36	-
Cement & Cement Products	1.67	-
Realty	1.8	-
Automobiles	2.53	-
Industrial Products	3.6	-
Gas	1.09	-
Electrical Equipment	0.88	-
Fertilizers & Agrochemicals	0.62	-
Consumer Durables	3.31	-
Transport Services	0.83	-
Aerospace & Defense	0.79	-
Oil	1.56	-
Auto Components	6.39	-
Chemicals & Petrochemicals	2.15	-
Telecom - Services	3.06	-
Power	2.47	-
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	0.97	0.45
Beverages	1.27	-
Sovereign	-	16.5
Financial	-	31.85
Automobile	-	5.86
Communication	-	2.94
Energy	-	8.39
Technology	-	5.79
Materials	-	0.62
Healthcare	-	5.24
Metals & Mining	-	2.71
Consumer Staples	-	4.83
Chemicals	-	1.37
Textiles	-	1.9
Consumer Discretionary	-	0.71
Services	-	3.35
Capital Goods	-	0.46