Kotak Equity Hybrid vs Canara Robeco Equity Hybrid Fund compare

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Kotak Aggressive Hybrid Fund - Growth

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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)	₹8116 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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
1 Month	-0.44%	1.01%
6 Month	8.81%	6.21%
1 Year	3.64%	3.63%
3 Year	15.01%	13.34%
5 Year	17.89%	14.76%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
6 Month	3.49%	3.05%
1 Year	14.47%	12.77%
3 Year	15.07%	13.36%
5 Year	14.81%	12.82%

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%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	10.32%	9.11%
Sharp	0.82%	0.82%
Beta	1.11%	0.15%
Alpha	1.60%	6.83%

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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Others	28.21	25.55
Large Cap	41.04	55.44
Small Cap	6.95	5.93
Mid Cap	23.8	12.78

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Others	22.79	28.7
Communication Services	2.85	-
Energy	2.43	-
Technology	8.45	-
Financial Services	21.18	-
Consumer Cyclical	8.46	-
Healthcare	7.06	-
Real Estate	1.37	-
Consumer Defensive	2.91	-
Industrials	11.04	-
Basic Materials	9.21	-
Utilities	2.25	-
Petroleum Products	-	3.32
IT - Software	-	4.86
Capital Markets	-	1.45
Construction	-	2.47
Healthcare Services	-	0.97
Banks	-	15.59
Pharmaceuticals & Biotechnology	-	2.48
Chemicals & Petrochemicals	-	1.37
Electrical Equipment	-	2.14
Auto Components	-	3.48
Realty	-	0.91
Personal Products	-	0.72
Insurance	-	2.31
Finance	-	5.86
Diversified FMCG	-	1.34
Entertainment	-	0.49
Retailing	-	3.68
Beverages	-	1.53
Consumer Durables	-	1.64
Power	-	2.22
Aerospace & Defense	-	0.95
Leisure Services	-	0.06
Telecom - Services	-	2.37
Automobiles	-	2.86
Consumable Fuels	-	1.12
Fertilizers & Agrochemicals	-	0.53
Transport Services	-	1.09
Household Products	-	0.53
Cement & Cement Products	-	1.33
Industrial Products	-	1.05
Financial Technology (Fintech)	-	0.28