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

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Kotak Equity Hybrid - 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 Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Fund	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6606 Cr	₹7313 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	1.85
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 Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month	3.63%	1.98%
6 Month	-2.53%	-0.79%
1 Year	6.36%	5.57%
3 Year	18.05%	15.81%
5 Year	21.68%	18.73%

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month	7.06%	6.36%
1 Year	6.53%	6.88%
3 Year	15.69%	14.28%
5 Year	15.92%	13.41%

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year	11.72%	16%
3 Year	13.31%	16.05%
5 Year	12.91%	16.41%

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation	10.787%	9.21%
Sharp	0.49%	0.76%
Beta	1.055%	1.07%
Alpha	0.867%	-0.03%

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Scheme Name	Kotak Equity Hybrid - 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 Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	30.4	23.37
Large Cap	39.15	58.53
Small Cap	8.75	8.55
Mid Cap	21.7	9.49

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	29.46	20.46
Energy	2.5	-
Technology	13.72	-
Financial Services	13.22	-
Consumer Defensive	4.53	-
Industrials	8.26	-
Healthcare	6.91	-
Basic Materials	9.31	-
Real Estate	1.37	-
Utilities	3.39	-
Consumer Cyclical	3.22	-
Communication Services	4.12	-
Petroleum Products	-	4.33
Electrical Equipment	-	1.61
IT - Software	-	6.9
Retailing	-	2.36
Construction	-	2.16
Diversified FMCG	-	1.51
Non - Ferrous Metals	-	1.06
Banks	-	19.12
Pharmaceuticals & Biotechnology	-	4.56
Industrial Manufacturing	-	1.12
Healthcare Services	-	1.16
Auto Components	-	2.53
Cement & Cement Products	-	2.29
Realty	-	1.21
Consumer Durables	-	2.88
Transport Infrastructure	-	1.93
Chemicals & Petrochemicals	-	1.18
Automobiles	-	3.85
Personal Products	-	0.91
Finance	-	4.44
IT - Services	-	0.5
Insurance	-	1.56
Agricultural Food & other Products	-	1.04
Diversified Metals	-	0.55
Power	-	1.05
Fertilizers & Agrochemicals	-	0.45
Aerospace & Defense	-	1.29
Industrial Products	-	0.19
Telecom - Services	-	3.12
Transport Services	-	0.5
Ferrous Metals	-	0.3
Leisure Services	-	0.37
Beverages	-	1.22
Textiles & Apparels	-	0.23