HDFC Hybrid Equity Fund vs Kotak Equity Hybrid compare

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Kotak Aggressive Hybrid Fund - Growth

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HDFC Hybrid Equity Fund - Growth Plan

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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	HDFC Hybrid Equity Fund - Growth Plan
Fund	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹8462 Cr	₹24704 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	03 Nov 2014	06 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	Kotak Equity Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Month	0.93%	-0.27%
6 Month	1.86%	0.29%
1 Year	5.37%	6.59%
3 Year	15.43%	12.33%
5 Year	15.17%	13.62%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
6 Month	1.66%	1.78%
1 Year	12.44%	9.22%
3 Year	13.06%	9.97%
5 Year	13.54%	11.4%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Year	10.67%	9.76%
3 Year	14.34%	12.02%
5 Year	13.24%	11.87%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation	8.13%	8.51%
Sharp	0.82%	0.7%
Beta	1.37%	1.2%
Alpha	1.76%	-0.11%

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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	23.45	30.34
Large Cap	47.72	51.45
Small Cap	8.48	16.14
Mid Cap	20.35	2.07

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	23.16	29.23
Telecom - Services	3.25	2.72
Petroleum Products	1.93	5.87
IT - Software	8.94	6.47
Capital Markets	1.36	-
Retailing	4.76	0.61
Finance	9.87	0.6
Healthcare Services	3.88	1.64
Banks	10.16	24.25
Pharmaceuticals & Biotechnology	3.01	2.6
Realty	1.46	0.88
Automobiles	1.2	3.2
Diversified FMCG	1.03	2.7
Consumer Durables	3.53	1.17
Electrical Equipment	3.98	-
Aerospace & Defense	2.07	-
Construction	1.13	5.47
Chemicals & Petrochemicals	3.18	-
Auto Components	1.7	1.3
Industrial Products	1.03	1.99
Cement & Cement Products	3.37	0.63
Personal Products	0.66	1.64
Fertilizers & Agrochemicals	0.86	0.32
Power	0.88	0.23
Ferrous Metals	1.09	-
Agricultural, Commercial & Construction Vehicles	0.36	-
Insurance	0.94	0.93
Beverages	1.21	1.42
Media	-	0.07
Transport Services	-	0.53
Industrial Manufacturing	-	0.55
Textiles & Apparels	-	0.64
Commercial Services & Supplies	-	1.62
Leisure Services	-	0.72