Mirae Asset Aggressive Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Chart Comparison
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 Risk |
Asset Size (Cr) | ₹6606 Cr | ₹8685 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Nov 2014 | 29 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 | 1.73 |
Manager | Harsha Upadhyaya | Mahendra Kumar Jajoo |
ISIN Code | INF174K01E92 | INF769K01DE6 |
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 | Mirae Asset Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
1 Month | -4.28% | -2.15% |
6 Month | -8.28% | -7.6% |
1 Year | 9.19% | 5.54% |
3 Year | 12.5% | 10.32% |
5 Year | 15.47% | 13.02% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | -4.81% | -4.57% |
3 Year | 12.54% | 10.56% |
5 Year | 15.55% | 12.71% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
1 Year | 12.18% | 12.64% |
3 Year | 13.43% | 13.22% |
5 Year | 12.72% | 13.28% |
Risk Management
Scheme Name | Kotak Equity Hybrid - Growth | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | 9.765% | 9.912% |
Sharp | 0.713% | 0.453% |
Beta | 0.998% | 1.053% |
Alpha | 1.811% | -0.927% |
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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 | 26.15 | 23.29 |
Large Cap | 39.58 | 53.49 |
Small Cap | 10.97 | 10.51 |
Mid Cap | 22.74 | 12.64 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Others | 26.15 | 23.29 |
Petroleum Products | 1.96 | 3.46 |
IT - Software | 13.69 | 6.86 |
Capital Markets | 1.06 | 0.91 |
Personal Products | 1.81 | 0.74 |
Construction | 3.33 | 2.15 |
Finance | 5.7 | 3.83 |
Diversified FMCG | 0.6 | 1.94 |
Banks | 6.91 | 17.22 |
Pharmaceuticals & Biotechnology | 4.48 | 4.52 |
Healthcare Services | 1.97 | 1.39 |
Cement & Cement Products | 2.03 | 1.44 |
Realty | 1.58 | 3.64 |
Automobiles | 0.91 | 3.18 |
Gas | 0.91 | 1.43 |
Electrical Equipment | 2.09 | 1.09 |
Fertilizers & Agrochemicals | 0.59 | - |
Industrial Products | 3.16 | 0.89 |
Consumer Durables | 2.57 | 2.98 |
Transport Services | 0.78 | 1.86 |
Aerospace & Defense | 0.67 | 1.42 |
Oil | 0.79 | 0.72 |
Chemicals & Petrochemicals | 3.62 | 0.51 |
Telecom - Services | 3.61 | 3.04 |
Auto Components | 3.17 | 1.67 |
Power | 2.57 | 2.64 |
Agricultural, Commercial & Construction Vehicles | 0.37 | - |
Insurance | 1.04 | 1.18 |
Beverages | 1.32 | 0.05 |
Retailing | - | 2.04 |
Textiles & Apparels | - | 0.62 |
Non - Ferrous Metals | - | 0.93 |
Ferrous Metals | - | 0.74 |
Diversified Metals | - | 0.52 |
Consumable Fuels | - | 0.7 |
Financial Technology (Fintech) | - | 0.33 |
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