Mirae Asset Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

Link copied to clipboard!

tortoise-icon Kotak Equity Hybrid - Growth

Invest Now

tortoise-icon Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Invest Now

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 1.28% 1.65%
6 Month 20.55% 15.47%
1 Year 33.82% 28.47%
3 Year 17.91% 14.18%
5 Year 20.58% 17.04%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
6 Month - -
1 Year 14.48% 11.19%
3 Year 31.88% 26.02%
5 Year 63.28% 49.96%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Year 11.59% 12.54%
3 Year 12.53% 13.41%
5 Year 12.53% 12.93%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 25.22 25.99
Large Cap 42.49 54.64
Small Cap 11.1 9.27
Mid Cap 20.5 10.09

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Others 25.12 2.72
Petroleum Products 2.44 -
IT - Software 8.07 -
Capital Markets 0.63 -
Personal Products 1.77 -
Construction 3.99 4.79
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 1.03
Beverages 1.27 -
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

Top Comparisons

Franklin India Dynamic Asset Allocation Fund of Funds-Growth Franklin India Dynamic Asset Allocation Fund of Funds-Growth

3Y Returns16.1%

VS

Nippon India Asset Allocator FoF - Regular Plan - Growth Option Nippon India Asset Allocator FoF - Regular Plan - Growth Option

3Y Returns19%

Compare Now

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns15.97%

VS

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns26.17%

Compare Now

ICICI Prudential Equity & Debt Fund - Growth ICICI Prudential Equity & Debt Fund - Growth

3Y Returns19.55%

VS

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

3Y Returns10.79%

Compare Now

BANDHAN Low Duration Fund - Regular Plan - Growth BANDHAN Low Duration Fund - Regular Plan - Growth

3Y Returns5.61%

VS

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns5.65%

Compare Now
Request call back
Add to Cart Successfully