Kotak Equity Hybrid vs HDFC Hybrid Equity Fund compare

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Kotak Aggressive Hybrid Fund - Growth

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HDFC Hybrid Equity Fund - Growth Plan

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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	HDFC Hybrid Equity Fund - Growth Plan
Fund	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹8402 Cr	₹24684 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	03 Nov 2014	06 Apr 2005
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	NIFTY 50 Hybrid Composite Debt 65:35
Turn Over	38.8%	15.22%
Expense Ratio	1.77	1.68
Manager	Harsha Upadhyaya	Dhruv Muchhal
ISIN Code	INF174K01E92	INF179K01AS4
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	HDFC Hybrid Equity Fund - 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	HDFC Hybrid Equity Fund - Growth Plan
1 Month	-1.55%	0.44%
6 Month	3.49%	2.33%
1 Year	0.92%	3.65%
3 Year	13.94%	11.51%
5 Year	16.03%	14.92%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
6 Month	1.48%	1.94%
1 Year	11.99%	10.36%
3 Year	13.77%	10.92%
5 Year	14.09%	12.17%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
1 Year	10.83%	9.86%
3 Year	14.35%	12.04%
5 Year	13.21%	11.83%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
Standard Deviation	8.13%	8.37%
Sharp	0.9%	0.69%
Beta	1.35%	0.94%
Alpha	1.95%	-0.10%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
Name	Harsha Upadhyaya	Dhruv Muchhal
Total AUM	₹139411 Cr	₹520687 Cr
Funds Managed	11	40
	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	21.79	32.67
Large Cap	48.95	50.39
Small Cap	8.48	15.25
Mid Cap	20.78	1.7

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	HDFC Hybrid Equity Fund - Growth Plan
Others	21.5	31.53
Telecom - Services	3.02	-
Petroleum Products	1.91	-
IT - Software	8.36	-
Capital Markets	1.35	-
Retailing	5.1	-
Finance	9.97	-
Healthcare Services	4.26	-
Banks	9.95	-
Pharmaceuticals & Biotechnology	2.77	-
Realty	1.44	-
Automobiles	1.12	-
Diversified FMCG	1.08	-
Consumer Durables	3.53	-
Electrical Equipment	3.57	-
Aerospace & Defense	2.16	-
Oil	0.57	-
Construction	1.25	-
Chemicals & Petrochemicals	3.32	-
Auto Components	1.75	-
Industrial Products	1.07	-
Cement & Cement Products	3.55	-
Personal Products	0.67	-
Fertilizers & Agrochemicals	0.92	-
Power	2.15	-
Ferrous Metals	1.12	-
Agricultural, Commercial & Construction Vehicles	0.39	-
Insurance	0.95	-
Beverages	1.2	-
Energy	-	6.03
Technology	-	7.72
Consumer Defensive	-	5.78
Industrials	-	9.02
Financial Services	-	24.52
Healthcare	-	4.22
Real Estate	-	0.91
Utilities	-	0.23
Consumer Cyclical	-	5.93
Basic Materials	-	0.71
Communication Services	-	3.4