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Kotak Equity Hybrid vs Nippon India Equity Hybrid Fund compare

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tortoise-icon Kotak Aggressive Hybrid Fund - Growth

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tortoise-icon Nippon India Aggressive Hybrid Fund - Regular - Growth

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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 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) ₹7808 Cr ₹3988 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 -0.48% -0.81%
6 Month 7.93% 7.88%
1 Year 2.37% 3.23%
3 Year 16.33% 16.47%
5 Year 20.35% 19.62%

SIP Return Analysis

Scheme Name Kotak Aggressive Hybrid Fund - Growth Nippon India Aggressive Hybrid Fund - Regular - Growth
6 Month 6.6% 4.36%
1 Year 9.39% 7.05%
3 Year 16.08% 14.97%
5 Year 16% 15.68%

Rolling Lumpsum Returns

Scheme Name Kotak Aggressive Hybrid Fund - Growth Nippon India Aggressive Hybrid Fund - Regular - Growth
1 Year 11.72% 11.44%
3 Year 13.31% 12.76%
5 Year 12.91% 12.98%

Risk Management

Scheme Name Kotak Aggressive Hybrid Fund - Growth Nippon India Aggressive Hybrid Fund - Regular - Growth
Standard Deviation 10.76% 9.02%
Sharp 1.06% 1.31%
Beta 1.08% 1.04%
Alpha 1.34% 3.07%

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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 27.82 29.73
Large Cap 41.48 49.82
Small Cap 8.35 8.64
Mid Cap 22.35 11.8

Sector Allocation

Scheme Name

Kotak Aggressive Hybrid Fund - Growth

Nippon India Aggressive Hybrid Fund - Regular - Growth

Others 24.38 24.14
Energy 2.57 3.97
Technology 10.82 6.6
Financial Services 15.88 25.37
Consumer Cyclical 7.69 7.62
Consumer Defensive 3.73 3.36
Healthcare 6.85 5.06
Real Estate 1.51 3.77
Utilities 2.3 4.2
Basic Materials 7.73 2.73
Industrials 11.89 9.26
Communication Services 4.66 3.91

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