HDFC Hybrid Equity Fund vs Kotak Equity Hybrid compare
Kotak Aggressive Hybrid Fund - Growth
HDFC Hybrid Equity Fund - Growth Plan
Chart Comparison
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) | ₹7413 Cr | ₹24461 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 | 3.94% | 2.14% |
6 Month | 2.72% | 5.41% |
1 Year | 7.15% | 6.79% |
3 Year | 18.88% | 17.2% |
5 Year | 21.42% | 19.66% |
SIP Return Analysis
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
6 Month | 9.6% | 7.64% |
1 Year | 11.58% | 12.39% |
3 Year | 17.42% | 14.46% |
5 Year | 16.88% | 15.02% |
Rolling Lumpsum Returns
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
1 Year | 11.72% | 10.36% |
3 Year | 13.31% | 11.75% |
5 Year | 12.91% | 11.6% |
Risk Management
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Standard Deviation | 11.01% | 9.46% |
Sharp | 0.84% | 0.88% |
Beta | 1.08% | 0.96% |
Alpha | 1.00% | 0.93% |
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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 | 30.4 | 33.28 |
Large Cap | 39.15 | 48.42 |
Small Cap | 8.75 | 15.63 |
Mid Cap | 21.7 | 2.67 |
Sector Allocation
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
HDFC Hybrid Equity Fund - Growth Plan |
---|---|---|
Others | 29.46 | 32.45 |
Energy | 2.5 | 5.71 |
Technology | 13.72 | 8.82 |
Financial Services | 13.22 | 22.61 |
Consumer Defensive | 4.53 | 6.79 |
Industrials | 8.26 | 9.19 |
Healthcare | 6.91 | 4.18 |
Basic Materials | 9.31 | 0.58 |
Real Estate | 1.37 | 0.83 |
Utilities | 3.39 | 1.29 |
Consumer Cyclical | 3.22 | 3.29 |
Communication Services | 4.12 | 4.26 |
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