Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Canara Robeco Equity Hybrid Fund vs Kotak Equity Hybrid compare

Link copied to clipboard!

tortoise-icon Kotak Equity Hybrid - Growth

Invest Now

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

Invest Now

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 2.29% 2.94%
6 Month -3.51% -1.23%
1 Year 9.02% 8.83%
3 Year 13.86% 13.12%
5 Year 21.06% 17.17%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
6 Month 0.21% 2.24%
1 Year -2.95% 1.28%
3 Year 13.9% 13.65%
5 Year 15.37% 13.57%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
1 Year 12.18% 12.23%
3 Year 13.43% 14.28%
5 Year 12.72% 14.95%

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% 0.39%
Beta 1.055% 1.09%
Alpha 0.867% 0.74%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 30.52
Large Cap 39.15 50.42
Small Cap 8.75 6.89
Mid Cap 21.7 12.17

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Others 29.46 30.47
Energy 2.5 4.82
Technology 13.72 5.58
Financial Services 13.22 24.25
Consumer Defensive 4.53 4.73
Industrials 8.26 6.98
Healthcare 6.91 4.33
Basic Materials 9.31 3.63
Real Estate 1.37 0.98
Utilities 3.39 2.35
Consumer Cyclical 3.22 9.13
Communication Services 4.12 2.75

Top Comparisons

SBI Overnight Fund - Regular Plan - Growth SBI Overnight Fund - Regular Plan - Growth

3Y Returns6.24%

VS

UTI - Overnight  Fund - Regular Plan - Growth Option UTI - Overnight Fund - Regular Plan - Growth Option

3Y Returns6.31%

Compare Now

Nippon India Strategic Debt Fund - Growth Option Nippon India Strategic Debt Fund - Growth Option

3Y Returns6.95%

VS

UTI Medium Duration Fund - Regular Plan - Growth Option UTI Medium Duration Fund - Regular Plan - Growth Option

3Y Returns6.74%

Compare Now

HDFC Nifty 50 Index Fund - Growth Plan HDFC Nifty 50 Index Fund - Growth Plan

3Y Returns13.29%

VS

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

3Y Returns15.87%

Compare Now

Kotak Gold Fund Growth Kotak Gold Fund Growth

3Y Returns20.08%

VS

DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH DSP GOLD ETF FUND OF FUND REGULAR PLAN GROWTH

3Y Returns0%

Compare Now
Add to Cart Successfully