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

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Kotak Equity Hybrid - Growth

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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 Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Fund	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6606 Cr	₹7313 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	1.85
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

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Month	5.56%	6%
6 Month	1.07%	3.61%
1 Year	11.86%	11.47%
3 Year	17.28%	15.01%
5 Year	23.09%	19.75%

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
6 Month	-0.57%	1.38%
1 Year	-4.7%	-0.96%
3 Year	12.57%	12.3%
5 Year	14.31%	12.45%

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
1 Year	12.18%	16.33%
3 Year	13.43%	16.28%
5 Year	12.72%	16.39%

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Standard Deviation	10.787%	9.21%
Sharp	0.49%	0.47%
Beta	1.055%	1.1%
Alpha	0.867%	-1.49%

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

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	30.4	23.31
Large Cap	39.15	57.59
Small Cap	8.75	9.57
Mid Cap	21.7	9.42

Scheme Name	Kotak Equity Hybrid - Growth	Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
Others	29.46	20.45
Energy	2.5	-
Technology	13.72	-
Financial Services	13.22	-
Consumer Defensive	4.53	-
Industrials	8.26	-
Healthcare	6.91	-
Basic Materials	9.31	-
Real Estate	1.37	-
Utilities	3.39	-
Consumer Cyclical	3.22	-
Communication Services	4.12	-
Petroleum Products	-	4.05
Electrical Equipment	-	1.63
IT - Software	-	7.27
Retailing	-	2.44
Construction	-	3.06
Diversified FMCG	-	1.47
Non - Ferrous Metals	-	1.14
Banks	-	17.76
Pharmaceuticals & Biotechnology	-	4.55
Industrial Manufacturing	-	1.13
Healthcare Services	-	1.16
Auto Components	-	2.65
Cement & Cement Products	-	2.3
Realty	-	1.21
Consumer Durables	-	2.87
Chemicals & Petrochemicals	-	1.6
Automobiles	-	4.2
Personal Products	-	0.85
Finance	-	4.63
IT - Services	-	0.54
Insurance	-	1.38
Transport Infrastructure	-	1.39
Agricultural Food & other Products	-	0.91
Diversified Metals	-	0.47
Power	-	1.09
Fertilizers & Agrochemicals	-	0.51
Aerospace & Defense	-	1.26
Industrial Products	-	0.22
Telecom - Services	-	3.06
Transport Services	-	0.59
Ferrous Metals	-	0.31
Leisure Services	-	0.38
Beverages	-	1.14
Textiles & Apparels	-	0.22