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

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

Link copied to clipboard!

Kotak Aggressive Hybrid Fund - Growth

Invest Now

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

Invest Now

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)	₹7853 Cr	₹7372 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	2.11%	2.44%
6 Month	15.22%	12.11%
1 Year	1.47%	0.34%
3 Year	14.44%	12.47%
5 Year	19.49%	16.39%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month	4.53%	3.38%
1 Year	11.86%	10.2%
3 Year	15.25%	13.49%
5 Year	15.07%	12.46%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year	11.41%	15.74%
3 Year	13.62%	16.02%
5 Year	13.05%	16.5%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation	10.49%	9.21%
Sharp	0.70%	0.67%
Beta	1.11%	0.09%
Alpha	1.84%	5.89%

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	31	28.57
Large Cap	38.92	54.64
Small Cap	7.52	8.29
Mid Cap	22.56	8.5

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	26.64	21.39
Communication Services	3	2.97
Energy	2.51	3.86
Technology	9.99	7.16
Financial Services	16.22	24.83
Consumer Cyclical	8.45	11.16
Consumer Defensive	3.13	4.77
Healthcare	7.16	6.12
Real Estate	1.44	1.53
Industrials	11.11	8.86
Basic Materials	8.08	5.81
Utilities	2.28	1.53

Top Comparisons

Kotak Low Duration Fund- Regular Plan-Growth Option

3Y Returns6.93%

VS

HSBC Low Duration Fund - Regular Growth

3Y Returns7.61%

Compare Now

HDFC Corporate Bond Fund - Growth Option

3Y Returns7.57%

VS

Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns7.8%

Compare Now

ICICI Prudential Credit Risk Fund - Growth

3Y Returns8%

VS

HDFC Credit Risk Debt Fund - Growth Option

3Y Returns7.36%

Compare Now

WhiteOak Capital Special Opportunities Fund-Reg (G)

3Y Returns0%

VS

Baroda BNP Paribas Retirement Fund - Reg (G)

3Y Returns0%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully