HDFC Hybrid Equity Fund vs Kotak Equity Hybrid compare

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)	₹8116 Cr	₹24081 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

Trailing Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Month	1.36%	1.88%
6 Month	9.77%	4.44%
1 Year	6.46%	5.97%
3 Year	15.38%	12.42%
5 Year	18.47%	17.06%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
6 Month	3.49%	2.03%
1 Year	14.47%	10.15%
3 Year	15.07%	11.06%
5 Year	14.81%	12.25%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Year	11.19%	10.1%
3 Year	13.94%	11.92%
5 Year	13.13%	11.75%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation	10.32%	8.37%
Sharp	0.82%	0.69%
Beta	1.11%	0.94%
Alpha	1.60%	-0.10%

Fund Managers

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

Market Cap

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	28.21	33.5
Large Cap	41.04	48.48
Small Cap	6.95	16.35
Mid Cap	23.8	1.68

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	22.79	32.34
Communication Services	2.85	3.43
Energy	2.43	5.75
Technology	8.45	7.84
Financial Services	21.18	24.14
Consumer Cyclical	8.46	5.44
Healthcare	7.06	3.75
Real Estate	1.37	0.93
Consumer Defensive	2.91	5.74
Industrials	11.04	9.87
Basic Materials	9.21	0.53
Utilities	2.25	0.23

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