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

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tortoise-icon Kotak Aggressive Hybrid Fund - 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 Aggressive Hybrid Fund - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Fund Kotak Aggressive Hybrid Fund - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹7808 Cr ₹7650 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 1.86
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 Aggressive Hybrid Fund - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month -0.48% -1.41%
6 Month 7.93% 7.69%
1 Year 2.37% 2.05%
3 Year 16.33% 13.77%
5 Year 20.35% 17.04%

SIP Return Analysis

Scheme Name Kotak Aggressive Hybrid Fund - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month 6.6% 4.74%
1 Year 9.39% 7.79%
3 Year 16.08% 14.24%
5 Year 16% 13.32%

Rolling Lumpsum Returns

Scheme Name Kotak Aggressive Hybrid Fund - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year 11.72% 16%
3 Year 13.31% 16.05%
5 Year 12.91% 16.41%

Risk Management

Scheme Name Kotak Aggressive Hybrid Fund - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation 10.76% 9.21%
Sharp 1.06% 1.05%
Beta 1.08% 1.06%
Alpha 1.34% 0.52%

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Fund Managers

Scheme Name Kotak Aggressive Hybrid Fund - 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 Aggressive Hybrid Fund - Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

Market Cap

Scheme Name

Kotak Aggressive Hybrid Fund - Growth

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

Others 27.82 27.44
Large Cap 41.48 54.85
Small Cap 8.35 8.57
Mid Cap 22.35 9.13

Sector Allocation

Scheme Name

Kotak Aggressive Hybrid Fund - Growth

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

Others 24.38 20.45
Energy 2.57 4.18
Technology 10.82 7.49
Financial Services 15.88 25.1
Consumer Cyclical 7.69 11.02
Consumer Defensive 3.73 4.72
Healthcare 6.85 6.03
Real Estate 1.51 1.28
Utilities 2.3 1.5
Basic Materials 7.73 5.55
Industrials 11.89 9.61
Communication Services 4.66 3.09

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