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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) | ₹8462 Cr | ₹7614 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 | -1.65% | -0.05% |
| 6 Month | 1.97% | 3.41% |
| 1 Year | 0.72% | 4.61% |
| 3 Year | 14.12% | 13.91% |
| 5 Year | 15.39% | 13.09% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | 0.3% | 2.36% |
| 1 Year | 10.78% | 13.2% |
| 3 Year | 12.88% | 12.77% |
| 5 Year | 13.41% | 11.91% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 1 Year | 10.83% | 14.52% |
| 3 Year | 14.35% | 14.31% |
| 5 Year | 13.21% | 14.76% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 8.13% | 9.21% |
| Sharp | 0.82% | 0.8% |
| Beta | 1.37% | 1.14% |
| Alpha | 1.76% | 1.19% |
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 | 30.45 | 28.3 |
| Large Cap | 39.65 | 55.73 |
| Small Cap | 6.81 | 7.22 |
| Mid Cap | 23.09 | 8.75 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| Others | 23.16 | 20.44 |
| Communication Services | 3.26 | 3.2 |
| Energy | 1.93 | 4.28 |
| Technology | 10.01 | 7.63 |
| Financial Services | 22.32 | 26.25 |
| Consumer Cyclical | 7.66 | 11.68 |
| Healthcare | 6.89 | 5.11 |
| Real Estate | 1.45 | 1.43 |
| Consumer Defensive | 2.9 | 5.16 |
| Industrials | 11.12 | 7.65 |
| Basic Materials | 8.43 | 5.82 |
| Utilities | 0.88 | 1.36 |
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