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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) | ₹7853 Cr | ₹3894 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 | 2.11% | 2.28% |
| 6 Month | 15.22% | 12.87% |
| 1 Year | 1.47% | 1.18% |
| 3 Year | 14.44% | 15.06% |
| 5 Year | 19.49% | 19% |
SIP Return Analysis
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| 6 Month | 4.53% | 3.49% |
| 1 Year | 11.86% | 10.64% |
| 3 Year | 15.25% | 14.31% |
| 5 Year | 15.07% | 14.85% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| 1 Year | 11.41% | 11.23% |
| 3 Year | 13.62% | 12.93% |
| 5 Year | 13.05% | 13.05% |
Risk Management
| Scheme Name | Kotak Aggressive Hybrid Fund - Growth | Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 10.49% | 9.02% |
| Sharp | 0.70% | 0.93% |
| Beta | 1.11% | 0.09% |
| Alpha | 1.84% | 8.12% |
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 | 31 | 30.76 |
| Large Cap | 38.92 | 48.89 |
| Small Cap | 7.52 | 8.56 |
| Mid Cap | 22.56 | 11.79 |
Sector Allocation
| Scheme Name |
Kotak Aggressive Hybrid Fund - Growth |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
|---|---|---|
| Others | 26.64 | 23.82 |
| Communication Services | 3 | 3.62 |
| Energy | 2.51 | 3.77 |
| Technology | 9.99 | 6.31 |
| Financial Services | 16.22 | 24.95 |
| Consumer Cyclical | 8.45 | 7.55 |
| Consumer Defensive | 3.13 | 3.58 |
| Healthcare | 7.16 | 5.19 |
| Real Estate | 1.44 | 3.87 |
| Industrials | 11.11 | 10.28 |
| Basic Materials | 8.08 | 2.81 |
| Utilities | 2.28 | 4.25 |
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