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	-2.31%	-2.63%
6 Month	9.54%	9.46%
1 Year	27.5%	27.02%
3 Year	14.18%	15.23%
5 Year	18.07%	18.75%

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-	-
1 Year	-	-
3 Year	-	-
5 Year	-	-

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	11.72%	13.58%
3 Year	12.54%	12.27%
5 Year	12.51%	11.6%

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	8.13%	9.01%
Sharp	1.25%	0.93%
Beta	0.9%	1.04%
Alpha	5.28%	5.57%

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	26.45	31.49
Large Cap	40.68	42.71
Small Cap	10.92	9.04
Mid Cap	21.53	16.75

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	26.45	2.96
Petroleum Products	2.17	-
IT - Software	12.64	-
Capital Markets	0.87	-
Personal Products	1.98	-
Construction	3.36	4.06
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	0.45
Beverages	1.43	-
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