Kotak Equity Hybrid vs Aditya Birla Sun Life Equity Hybrid 95 Fund compare
Kotak Aggressive Hybrid Fund - Growth
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Chart Comparison
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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