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Kotak Equity Hybrid vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Equity Hybrid - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Fund Kotak Equity Hybrid - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6606 Cr ₹7313 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹100
Launch Date 03 Nov 2014 10 Feb 1995
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 65:35 CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 38.8% 85%
Expense Ratio 1.77 1.85
Manager Harsha Upadhyaya Dhaval Joshi
ISIN Code INF174K01E92 INF209K01BT5
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 Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month 5.56% 6%
6 Month 1.07% 3.61%
1 Year 11.86% 11.47%
3 Year 17.28% 15.01%
5 Year 23.09% 19.75%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month -0.57% 1.38%
1 Year -4.7% -0.96%
3 Year 12.57% 12.3%
5 Year 14.31% 12.45%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year 12.18% 16.33%
3 Year 13.43% 16.28%
5 Year 12.72% 16.39%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation 10.787% 9.21%
Sharp 0.49% 0.47%
Beta 1.055% 1.1%
Alpha 0.867% -1.49%

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Fund Managers

Scheme Name Kotak Equity Hybrid - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Name Harsha Upadhyaya Dhaval Joshi
Total AUM ₹139411 Cr ₹361932 Cr
Funds Managed 11 55
Kotak Equity Hybrid - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 30.4 23.31
Large Cap 39.15 57.59
Small Cap 8.75 9.57
Mid Cap 21.7 9.42

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Others 29.46 20.45
Energy 2.5 -
Technology 13.72 -
Financial Services 13.22 -
Consumer Defensive 4.53 -
Industrials 8.26 -
Healthcare 6.91 -
Basic Materials 9.31 -
Real Estate 1.37 -
Utilities 3.39 -
Consumer Cyclical 3.22 -
Communication Services 4.12 -
Petroleum Products - 4.05
Electrical Equipment - 1.63
IT - Software - 7.27
Retailing - 2.44
Construction - 3.06
Diversified FMCG - 1.47
Non - Ferrous Metals - 1.14
Banks - 17.76
Pharmaceuticals & Biotechnology - 4.55
Industrial Manufacturing - 1.13
Healthcare Services - 1.16
Auto Components - 2.65
Cement & Cement Products - 2.3
Realty - 1.21
Consumer Durables - 2.87
Chemicals & Petrochemicals - 1.6
Automobiles - 4.2
Personal Products - 0.85
Finance - 4.63
IT - Services - 0.54
Insurance - 1.38
Transport Infrastructure - 1.39
Agricultural Food & other Products - 0.91
Diversified Metals - 0.47
Power - 1.09
Fertilizers & Agrochemicals - 0.51
Aerospace & Defense - 1.26
Industrial Products - 0.22
Telecom - Services - 3.06
Transport Services - 0.59
Ferrous Metals - 0.31
Leisure Services - 0.38
Beverages - 1.14
Textiles & Apparels - 0.22

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