Canara Robeco Equity Hybrid Fund vs Kotak Equity Hybrid compare
Kotak Equity Hybrid - Growth
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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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