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) | ₹7853 Cr | ₹11073 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 | 0.64% | 0.66% |
6 Month | 11.25% | 7.76% |
1 Year | 3.64% | 3.51% |
3 Year | 16.62% | 14.55% |
5 Year | 19.13% | 15.6% |
SIP Return Analysis
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 3.45% | 2.12% |
1 Year | 14.53% | 11.45% |
3 Year | 15.4% | 13.36% |
5 Year | 15.13% | 12.89% |
Rolling Lumpsum Returns
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.19% | 11.81% |
3 Year | 13.94% | 14.23% |
5 Year | 13.13% | 15.05% |
Risk Management
Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.34% | 9.11% |
Sharp | 0.83% | 0.82% |
Beta | 1.12% | 0.15% |
Alpha | 1.73% | 6.83% |
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 | 28.21 | 31.44 |
Large Cap | 41.04 | 48.94 |
Small Cap | 6.95 | 7.09 |
Mid Cap | 23.8 | 12.52 |
Sector Allocation
Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 22.79 | 29.02 |
Communication Services | 2.85 | 3.46 |
Energy | 2.43 | 4.44 |
Technology | 8.45 | 5.14 |
Financial Services | 21.18 | 25.21 |
Consumer Cyclical | 8.46 | 10.54 |
Healthcare | 7.06 | 3.46 |
Real Estate | 1.37 | 0.91 |
Consumer Defensive | 2.91 | 4.67 |
Industrials | 11.04 | 7.7 |
Basic Materials | 9.21 | 3.23 |
Utilities | 2.25 | 2.23 |
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