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Kotak Equity Hybrid vs Canara Robeco Equity Hybrid Fund compare

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tortoise-icon Kotak Aggressive Hybrid Fund - Growth

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tortoise-icon Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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