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Kotak Equity Hybrid vs Nippon India Equity Hybrid Fund compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon Nippon India Equity Hybrid 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 Equity Hybrid - Growth Nippon India Equity Hybrid Fund - Growth Plan
Fund Kotak Equity Hybrid - Growth Nippon India Equity Hybrid Fund - Growth Plan
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6606 Cr ₹3712 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 03 Nov 2014 08 Jun 2005
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 65:35 CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 38.8% 40%
Expense Ratio 1.77 1.97
Manager Harsha Upadhyaya Sushil Budhia
ISIN Code INF174K01E92 INF204K01FW1
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 Nippon India Equity Hybrid Fund - 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 Equity Hybrid - Growth Nippon India Equity Hybrid Fund - Growth Plan
1 Month 2.24% 1.76%
6 Month 0.26% 2.41%
1 Year 8.69% 8.44%
3 Year 16.65% 17.88%
5 Year 23.3% 22.92%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth Nippon India Equity Hybrid Fund - Growth Plan
6 Month 3.71% 4.8%
1 Year 2.83% 5.82%
3 Year 15.59% 16.19%
5 Year 16.08% 16.59%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth Nippon India Equity Hybrid Fund - Growth Plan
1 Year 12.18% 11.83%
3 Year 13.43% 12.47%
5 Year 12.72% 12.93%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth Nippon India Equity Hybrid Fund - Growth Plan
Standard Deviation 10.787% 9.02%
Sharp 0.49% 0.83%
Beta 1.055% 1.06%
Alpha 0.867% 2.39%

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Fund Managers

Scheme Name Kotak Equity Hybrid - Growth Nippon India Equity Hybrid Fund - Growth Plan
Name Harsha Upadhyaya Sushil Budhia
Total AUM ₹139411 Cr ₹29447 Cr
Funds Managed 11 11
Kotak Equity Hybrid - Growth Nippon India Equity Hybrid Fund - Growth Plan

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

Nippon India Equity Hybrid Fund - Growth Plan

Others 30.4 27.29
Large Cap 39.15 53.88
Small Cap 8.75 8.54
Mid Cap 21.7 10.59

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

Nippon India Equity Hybrid Fund - Growth Plan

Others 29.46 23.08
Energy 2.5 -
Technology 13.72 -
Financial Services 13.22 -
Consumer Defensive 4.53 -
Industrials 8.26 -
Healthcare 6.91 -
Basic Materials 9.31 -
Real Estate 1.37 -
Utilities 3.39 -
Consumer Cyclical 3.22 -
Communication Services 4.12 -
Telecom - Services - 3.64
Petroleum Products - 3.02
Electrical Equipment - 1.03
IT - Software - 6.07
Construction - 3.36
Finance - 2.99
Consumer Durables - 2.01
Retailing - 1.49
Diversified FMCG - 2.02
Banks - 17.18
Pharmaceuticals & Biotechnology - 3.6
Cement & Cement Products - 0.1
Healthcare Services - 1.95
Aerospace & Defense - 1.05
Ferrous Metals - 2.77
Capital Markets - 1.91
Realty - 2.31
Transport Infrastructure - 2.65
Automobiles - 4.17
Insurance - 1.67
Industrial Products - 1.13
Transport Services - 1.4
Beverages - 1.88
Power - 3.83
Leisure Services - 1.01
Financial Technology (Fintech) - 0.71
Auto Components - 1.01
Consumable Fuels - 0.76
Industrial Manufacturing - 0.45
Commercial Services & Supplies - 0.05

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