UTI Aggressive Hybrid Fund vs Kotak Equity Hybrid compare

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)	₹6606 Cr	₹6111 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Nov 2014	25 Mar 2000
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	1.87
Manager	Harsha Upadhyaya	V Srivatsa
ISIN Code	INF174K01E92	INF789F01323
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	UTI Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	1.56%	1.13%
6 Month	5.21%	4.93%
1 Year	23.25%	21.8%
3 Year	16.07%	17.26%
5 Year	18.07%	18.73%

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-	-
1 Year	18.57%	15.37%
3 Year	20.2%	21%
5 Year	20.17%	20.94%

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%	1.04%
Beta	0.9%	1.03%
Alpha	5.28%	5.78%

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

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	26.15	29.8
Large Cap	39.58	42.79
Small Cap	10.97	10.58
Mid Cap	22.74	16.79

Scheme Name	Kotak Equity Hybrid - Growth	UTI Aggressive Hybrid Fund- Regular Plan - Growth
Others	26.15	29.8
Petroleum Products	1.96	2.59
IT - Software	13.69	7.85
Capital Markets	1.06	1.46
Personal Products	1.81	0.48
Construction	3.33	2.15
Finance	5.7	2.4
Diversified FMCG	0.6	3.39
Banks	6.91	17.36
Pharmaceuticals & Biotechnology	4.48	4.59
Healthcare Services	1.97	0.68
Cement & Cement Products	2.03	1.21
Realty	1.58	0.96
Automobiles	0.91	2.82
Gas	0.91	1.05
Electrical Equipment	2.09	-
Fertilizers & Agrochemicals	0.59	0.62
Industrial Products	3.16	0.23
Consumer Durables	2.57	0.72
Transport Services	0.78	2.44
Aerospace & Defense	0.67	-
Oil	0.79	-
Chemicals & Petrochemicals	3.62	0.67
Telecom - Services	3.61	3.66
Auto Components	3.17	0.84
Power	2.57	1.08
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.04	2.82
Beverages	1.32	-
Textiles & Apparels	-	2.42
Diversified Metals	-	1.81
Ferrous Metals	-	0.6
Other Consumer Services	-	0.66
Entertainment	-	0.6
Paper, Forest & Jute Products	-	0.59
Leisure Services	-	1.41