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Kotak Equity Hybrid vs Nippon India Equity Hybrid Fund compare
Kotak Aggressive Hybrid Fund - Growth
Nippon India Aggressive Hybrid Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| Fund | Kotak Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹8509 Cr | ₹4102 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 Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| 1 Month | -1.47% | -1.16% |
| 6 Month | -0.13% | 1.27% |
| 1 Year | 7.94% | 9.12% |
| 3 Year | 15.1% | 15.14% |
| 5 Year | 14.97% | 15.42% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| 6 Month | -3.68% | -2.47% |
| 1 Year | -0.37% | 1.1% |
| 3 Year | 9.14% | 9.35% |
| 5 Year | 11.45% | 11.89% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| 1 Year | 10.54% | 10.78% |
| 3 Year | 14.39% | 13.6% |
| 5 Year | 13.26% | 13.1% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 8.13% | 9.02% |
| Sharp | 0.87% | 1.01% |
| Beta | 1.38% | 1.04% |
| Alpha | 1.69% | 2.56% |
Fund Managers
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Sushil Budhia |
| Total AUM | ₹139411 Cr | ₹29447 Cr |
| Funds Managed | 11 | 11 |
| Kotak Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
Market Cap
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| Others | 29.12 | 32.7 |
| Large Cap | 41.03 | 49.09 |
| Small Cap | 5.48 | 7.65 |
| Mid Cap | 24.38 | 10.57 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| Others | 20.92 | 22.17 |
| Communication Services | 3.33 | 4.29 |
| Energy | 2.02 | 3.97 |
| Technology | 9.93 | 6.73 |
| Financial Services | 25.03 | 23.7 |
| Consumer Cyclical | 7.96 | 9.87 |
| Healthcare | 6.58 | 4.68 |
| Real Estate | 1.41 | 4.34 |
| Consumer Defensive | 2.22 | 3.76 |
| Industrials | 11.35 | 9.21 |
| Basic Materials | 8.38 | 3.23 |
| Utilities | 0.88 | 4.03 |
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