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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) | ₹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 | -0.84% | -2.25% |
| 6 Month | 6% | 4.85% |
| 1 Year | 5.44% | 3.93% |
| 3 Year | 15.67% | 12.96% |
| 5 Year | 20.1% | 16.68% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth |
|---|---|---|
| 6 Month | 5.95% | 3.94% |
| 1 Year | 7.23% | 5.32% |
| 3 Year | 14.9% | 12.95% |
| 5 Year | 15.2% | 12.45% |
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 | 10.48% | 9.21% |
| Sharp | 0.87% | 1.05% |
| Beta | 1.08% | 1.06% |
| Alpha | 1.34% | 0.52% |
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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