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 -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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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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 26.45 31.49
Large Cap 40.68 42.71
Small Cap 10.92 9.04
Mid Cap 21.53 16.75

Sector Allocation

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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