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Canara Robeco Equity Hybrid Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

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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 Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Fund Kotak Equity Hybrid - Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6606 Cr ₹10444 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 03 Nov 2014 20 Mar 1998
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% 23%
Expense Ratio 1.77 1.73
Manager Harsha Upadhyaya Avnish Jain
ISIN Code INF174K01E92 INF760K01050
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 Canara Robeco Equity Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
1 Month 3.63% 2.32%
6 Month -2.53% -0.03%
1 Year 6.36% 7.57%
3 Year 18.05% 16.96%
5 Year 21.68% 17.75%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
6 Month 7.06% 6.98%
1 Year 6.53% 8.31%
3 Year 15.69% 14.68%
5 Year 15.92% 13.94%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
1 Year 11.72% 12.05%
3 Year 13.31% 14.21%
5 Year 12.91% 14.98%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 10.787% 9.11%
Sharp 0.49% 0.86%
Beta 1.055% 1.09%
Alpha 0.867% 0.94%

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Fund Managers

Scheme Name Kotak Equity Hybrid - Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Name Harsha Upadhyaya Avnish Jain
Total AUM ₹139411 Cr ₹15907 Cr
Funds Managed 11 11
Kotak Equity Hybrid - Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Others 30.4 27.9
Large Cap 39.15 51.9
Small Cap 8.75 7.21
Mid Cap 21.7 12.58

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Others 29.46 27.9
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 - 3.46
IT - Software - 5
Capital Markets - 1.61
Construction - 2.28
Healthcare Services - 1
Banks - 15.32
Pharmaceuticals & Biotechnology - 3.7
Chemicals & Petrochemicals - 1.79
Electrical Equipment - 2.14
Auto Components - 3.15
Realty - 0.98
Personal Products - 0.8
Insurance - 2.57
Finance - 6.28
Diversified FMCG - 1.24
Entertainment - 0.44
Retailing - 2.48
Beverages - 1.69
Consumer Durables - 1.66
Power - 2.37
Aerospace & Defense - 0.77
Oil - 0.35
Leisure Services - 0.06
Telecom - Services - 2.45
Automobiles - 2.56
Consumable Fuels - 1.15
Fertilizers & Agrochemicals - 0.44
Transport Services - 1.06
Household Products - 0.66
Cement & Cement Products - 1.4
Industrial Products - 0.83

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