UTI Aggressive Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
Invest NowUTI Aggressive Hybrid Fund- Regular Plan - Growth
Invest NowChart Comparison
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 | -4.49% | -4.34% |
6 Month | 8.27% | 8.31% |
1 Year | 25.73% | 25.71% |
3 Year | 13.64% | 14.76% |
5 Year | 17.65% | 18.35% |
Scheme Name | Kotak Equity Hybrid - Growth | UTI Aggressive Hybrid Fund- Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 22.94% | 20.94% |
3 Year | 20.62% | 21.82% |
5 Year | 20.36% | 21.39% |
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% |
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Get Free Experts GuidanceScheme 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 |
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