Mirae Asset Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon Mirae Asset 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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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%

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Fund Managers

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

Market Cap

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

Sector Allocation

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

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