Kotak Equity Hybrid vs Nippon India Equity Hybrid Fund compare

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Kotak Equity Hybrid - Growth

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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

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%

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%

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%

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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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

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

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