Canara Robeco Equity Hybrid Fund vs Kotak Equity Hybrid compare

Canara Robeco Equity Hybrid Fund vs Kotak Equity Hybrid compare

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Kotak Aggressive Hybrid Fund - Growth

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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 Aggressive Hybrid Fund - Growth	Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Fund	Kotak Aggressive Hybrid Fund - Growth	Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹8462 Cr	₹11450 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	1.72
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 Aggressive Hybrid Fund - Growth	Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
1 Month	-1.99%	-1.67%
6 Month	2.01%	1.84%
1 Year	0.53%	2.72%
3 Year	14.23%	13.12%
5 Year	15.44%	13.02%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
6 Month	0.3%	1.51%
1 Year	10.78%	11.55%
3 Year	12.88%	12.21%
5 Year	13.41%	12.09%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
1 Year	10.83%	12.75%
3 Year	14.35%	14.94%
5 Year	13.21%	15.5%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	8.13%	9.11%
Sharp	0.82%	0.77%
Beta	1.37%	1.11%
Alpha	1.76%	0.89%

Fund Managers

Scheme Name	Kotak Aggressive Hybrid Fund - 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 Aggressive Hybrid Fund - Growth	Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Others	30.45	29.73
Large Cap	39.65	50.83
Small Cap	6.81	7.26
Mid Cap	23.09	12.17

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Others	23.16	27.39
Communication Services	3.26	3.71
Energy	1.93	4.67
Technology	10.01	5.43
Financial Services	22.32	25.53
Consumer Cyclical	7.66	10.14
Healthcare	6.89	4.06
Real Estate	1.45	0.92
Consumer Defensive	2.9	4.22
Industrials	11.12	8.24
Basic Materials	8.43	3.6
Utilities	0.88	2.1

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