Aditya Birla Sun Life Equity Hybrid 95 Fund vs Kotak Equity Hybrid compare

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Kotak Aggressive Hybrid Fund - Growth

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Aditya Birla Sun Life Equity Hybrid 95 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 Aggressive Hybrid Fund - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Fund	Kotak Aggressive Hybrid Fund - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹7808 Cr	₹7650 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹100
Launch Date	03 Nov 2014	10 Feb 1995
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%	85%
Expense Ratio	1.77	1.86
Manager	Harsha Upadhyaya	Dhaval Joshi
ISIN Code	INF174K01E92	INF209K01BT5
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	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month	-1.35%	-2.56%
6 Month	5.99%	5.58%
1 Year	1.06%	0.69%
3 Year	15.6%	12.95%
5 Year	20.03%	16.78%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month	6.6%	4.74%
1 Year	9.39%	7.79%
3 Year	16.08%	14.24%
5 Year	16%	13.32%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year	11.41%	15.74%
3 Year	13.62%	16.02%
5 Year	13.05%	16.5%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation	10.76%	9.21%
Sharp	1.06%	1.05%
Beta	1.08%	1.06%
Alpha	1.34%	0.52%

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Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Name	Harsha Upadhyaya	Dhaval Joshi
Total AUM	₹139411 Cr	₹361932 Cr
Funds Managed	11	55
	Kotak Aggressive Hybrid Fund - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	27.82	27.44
Large Cap	41.48	54.85
Small Cap	8.35	8.57
Mid Cap	22.35	9.13

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	24.38	20.45
Energy	2.57	4.18
Technology	10.82	7.49
Financial Services	15.88	25.1
Consumer Cyclical	7.69	11.02
Consumer Defensive	3.73	4.72
Healthcare	6.85	6.03
Real Estate	1.51	1.28
Utilities	2.3	1.5
Basic Materials	7.73	5.55
Industrials	11.89	9.61
Communication Services	4.66	3.09