HDFC Hybrid Equity Fund vs Kotak Equity Hybrid compare

Overview

Scheme Name	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
Fund	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6509 Cr	₹24098 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	25 Nov 1999	01 Apr 2005
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	NIFTY 50 Hybrid Composite Debt 65:35
Turn Over	38.8%	15.22%
Expense Ratio	1.77	1.68
Manager	Harsha Upadhyaya	Dhruv Muchhal
ISIN Code	INF174K01E92	INF179K01AS4
Exits Load	Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days/365	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365

Scheme Name	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Month	1.94%	-3.23%
6 Month	10.17%	4.86%
1 Year	29.85%	18.32%
3 Year	16.03%	11.77%
5 Year	18.41%	15.53%

Scheme Name	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
6 Month	-	-
1 Year	16.68%	-
3 Year	19.37%	-
5 Year	19.73%	-

Scheme Name	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Year	11.72%	10.55%
3 Year	12.54%	11.64%
5 Year	12.51%	11.39%

Scheme Name	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation	8.13%	8.51%
Sharp	1.25%	0.99%
Beta	0.9%	0.92%
Alpha	5.28%	2.76%

Scheme Name	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
Name	Harsha Upadhyaya	Dhruv Muchhal
Total AUM	₹139411 Cr	₹520687 Cr
Fund Manage	11	40
	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan

Scheme Name	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	26.45	30.41
Large Cap	40.68	48.6
Small Cap	10.92	16.93
Mid Cap	21.53	4.06

Scheme Name	Kotak Equity Hybrid - Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	26.45	30.41
Petroleum Products	2.17	6.38
IT - Software	12.64	5.46
Capital Markets	0.87	-
Personal Products	1.98	1.97
Construction	3.36	8.25
Finance	5.82	0.57
Diversified FMCG	0.69	3.91
Banks	6.76	22.06
Pharmaceuticals & Biotechnology	4.51	3
Healthcare Services	1.91	1.84
Cement & Cement Products	2.12	-
Realty	1.58	0.75
Automobiles	1.02	0.26
Industrial Products	3.18	2.07
Gas	1.07	-
Electrical Equipment	1.17	-
Fertilizers & Agrochemicals	0.59	0.37
Consumer Durables	2.79	0.07
Transport Services	0.77	0.29
Aerospace & Defense	0.66	-
Oil	0.96	-
Chemicals & Petrochemicals	3.45	-
Auto Components	4.1	1.23
Telecom - Services	3.26	4.14
Power	2.74	1.63
Agricultural, Commercial & Construction Vehicles	0.37	-
Insurance	1.16	-
Beverages	1.43	1.55
Media	-	0.09
Industrial Manufacturing	-	0.68
Textiles & Apparels	-	0.69
Commercial Services & Supplies	-	1.21
Leisure Services	-	1.12