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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) | ₹8509 Cr | ₹7533 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 | -2.17% | -2.09% |
| 6 Month | 0.13% | 1.27% |
| 1 Year | 9.22% | 9.52% |
| 3 Year | 14.96% | 14.71% |
| 5 Year | 14.74% | 12.37% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | -3.68% | -1.95% |
| 1 Year | -0.37% | 2.29% |
| 3 Year | 9.14% | 9.34% |
| 5 Year | 11.45% | 10.24% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.54% | 14.45% |
| 3 Year | 14.39% | 14.31% |
| 5 Year | 13.26% | 14.73% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 8.13% | 9.21% |
| Sharp | 0.87% | 0.88% |
| Beta | 1.38% | 1.13% |
| Alpha | 1.69% | 1.35% |
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 | 29.12 | 29.19 |
| Large Cap | 41.03 | 55.34 |
| Small Cap | 5.48 | 6.76 |
| Mid Cap | 24.38 | 8.71 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 20.92 | 20.72 |
| Communication Services | 3.33 | 3.24 |
| Energy | 2.02 | 4.33 |
| Technology | 9.93 | 7.31 |
| Financial Services | 25.03 | 26.11 |
| Consumer Cyclical | 7.96 | 12.02 |
| Healthcare | 6.58 | 4.81 |
| Real Estate | 1.41 | 1.37 |
| Consumer Defensive | 2.22 | 5.25 |
| Industrials | 11.35 | 7.62 |
| Basic Materials | 8.38 | 5.83 |
| Utilities | 0.88 | 1.37 |
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