UTI Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon UTI 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 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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month 1.28% -3.84%
6 Month 20.55% 11.62%
1 Year 33.82% 33.47%
3 Year 17.91% 16.12%
5 Year 20.58% 19.2%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year 14.48% 14.27%
3 Year 31.88% 35.19%
5 Year 63.28% 67.97%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 11.59% 13.44%
3 Year 12.53% 12.24%
5 Year 12.53% 11.57%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 8.13% 9.01%
Sharp 1.25% 1.12%
Beta 0.9% 0.2%
Alpha 5.28% 8.55%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 25.22 31.49
Large Cap 42.49 42.71
Small Cap 11.1 9.04
Mid Cap 20.5 16.75

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

UTI Aggressive Hybrid Fund- Regular Plan - Growth

Others 25.12 2.96
Petroleum Products 2.44 -
IT - Software 8.07 -
Capital Markets 0.63 -
Personal Products 1.77 -
Construction 3.99 4.06
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 0.45
Beverages 1.27 -
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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