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Aditya Birla Sun Life Equity Hybrid 95 Fund vs Kotak Equity Hybrid compare
Kotak Aggressive Hybrid Fund - Growth
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
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) | ₹7853 Cr | ₹7372 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Month | 2.63% | 2.74% |
| 6 Month | 16.54% | 12.98% |
| 1 Year | 1.91% | 1.03% |
| 3 Year | 15.55% | 13.52% |
| 5 Year | 19.25% | 16.23% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | 4.53% | 3.38% |
| 1 Year | 11.86% | 10.2% |
| 3 Year | 15.25% | 13.49% |
| 5 Year | 15.07% | 12.46% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 10.49% | 9.21% |
| Sharp | 0.70% | 0.67% |
| Beta | 1.11% | 0.09% |
| Alpha | 1.84% | 5.89% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 27.61 | 28.7 |
| Large Cap | 41.21 | 54.4 |
| Small Cap | 7.41 | 8.07 |
| Mid Cap | 23.78 | 8.83 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 22.74 | 21.26 |
| Communication Services | 2.98 | 2.97 |
| Energy | 2.34 | 3.83 |
| Technology | 9.89 | 7.33 |
| Financial Services | 19.03 | 24.59 |
| Consumer Cyclical | 8.42 | 11.75 |
| Healthcare | 7.14 | 5.88 |
| Real Estate | 1.4 | 1.51 |
| Consumer Defensive | 3.07 | 4.9 |
| Industrials | 11.19 | 8.5 |
| Basic Materials | 9.55 | 5.9 |
| Utilities | 2.23 | 1.58 |
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