Kotak Equity Hybrid vs Canara Robeco Equity Hybrid Fund compare
Kotak Aggressive Hybrid Fund - Growth
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Aggressive Hybrid Fund - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹8402 Cr | ₹11403 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Nov 2014 | 20 Mar 1998 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 38.8% | 23% |
| Expense Ratio | 1.77 | 1.72 |
| Manager | Harsha Upadhyaya | Avnish Jain |
| ISIN Code | INF174K01E92 | INF760K01050 |
| 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 | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -1.11% | 0.21% |
| 6 Month | 3.43% | 3.18% |
| 1 Year | 1.1% | 3.14% |
| 3 Year | 14.18% | 12.9% |
| 5 Year | 16.12% | 13.69% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.86% | 2.18% |
| 1 Year | 10.93% | 11.96% |
| 3 Year | 13.12% | 12.44% |
| 5 Year | 13.58% | 12.28% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.83% | 12.75% |
| 3 Year | 14.35% | 14.94% |
| 5 Year | 13.21% | 15.5% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.36% | 9.37% |
| Sharp | 0.74% | 0.67% |
| Beta | 1.12% | 1.07% |
| Alpha | 1.29% | 0.22% |
Fund Managers
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Avnish Jain |
| Total AUM | ₹139411 Cr | ₹15907 Cr |
| Funds Managed | 11 | 11 |
| Kotak Aggressive Hybrid Fund - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 21.79 | 27.01 |
| Large Cap | 48.95 | 53.54 |
| Small Cap | 8.48 | 6.41 |
| Mid Cap | 20.78 | 12.45 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 21.5 | 27.02 |
| Telecom - Services | 3.02 | 2.52 |
| Petroleum Products | 1.91 | 3.48 |
| IT - Software | 8.36 | 4.91 |
| Capital Markets | 1.35 | 1.54 |
| Retailing | 5.1 | 3.25 |
| Finance | 9.97 | 5.69 |
| Healthcare Services | 4.26 | 0.88 |
| Banks | 9.95 | 15.72 |
| Pharmaceuticals & Biotechnology | 2.77 | 3.1 |
| Realty | 1.44 | 0.99 |
| Automobiles | 1.12 | 2.8 |
| Diversified FMCG | 1.08 | 1.36 |
| Consumer Durables | 3.53 | 1.69 |
| Electrical Equipment | 3.57 | 2.11 |
| Aerospace & Defense | 2.16 | 1.59 |
| Oil | 0.57 | - |
| Construction | 1.25 | 2.55 |
| Chemicals & Petrochemicals | 3.32 | 1.41 |
| Auto Components | 1.75 | 3.11 |
| Industrial Products | 1.07 | 1.01 |
| Cement & Cement Products | 3.55 | 1.27 |
| Personal Products | 0.67 | 0.67 |
| Fertilizers & Agrochemicals | 0.92 | 0.52 |
| Power | 2.15 | 2.18 |
| Ferrous Metals | 1.12 | 0.6 |
| Agricultural, Commercial & Construction Vehicles | 0.39 | - |
| Insurance | 0.95 | 2.33 |
| Beverages | 1.2 | 1.59 |
| Entertainment | - | 0.53 |
| Consumable Fuels | - | 1.08 |
| Transport Services | - | 1.07 |
| Household Products | - | 0.52 |
| Financial Technology (Fintech) | - | 0.32 |
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