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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) | ₹7864 Cr | ₹11059 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 | -0.25% | -1.27% |
| 6 Month | 10.9% | 9.63% |
| 1 Year | 4.14% | 4.02% |
| 3 Year | 15.08% | 13.1% |
| 5 Year | 19.72% | 15.82% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.04% | 2.84% |
| 1 Year | 8.22% | 5.82% |
| 3 Year | 14.86% | 12.82% |
| 5 Year | 15.06% | 12.69% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.41% | 11.91% |
| 3 Year | 13.62% | 14.29% |
| 5 Year | 13.05% | 15.02% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.48% | 9.11% |
| Sharp | 0.87% | 0.87% |
| Beta | 1.10% | 0.13% |
| Alpha | 1.92% | 7.1% |
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 | 31 | 30.09 |
| Large Cap | 38.92 | 49.23 |
| Small Cap | 7.52 | 7.43 |
| Mid Cap | 22.56 | 13.26 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 26.64 | 28.15 |
| Communication Services | 3 | 2.88 |
| Energy | 2.51 | 4.79 |
| Technology | 9.99 | 4.95 |
| Financial Services | 16.22 | 25.99 |
| Consumer Cyclical | 8.45 | 9.89 |
| Consumer Defensive | 3.13 | 4.5 |
| Healthcare | 7.16 | 3.81 |
| Real Estate | 1.44 | 0.94 |
| Industrials | 11.11 | 8.2 |
| Basic Materials | 8.08 | 3.69 |
| Utilities | 2.28 | 2.22 |
Top Comparisons
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Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
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Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns6.37%
