Kotak Equity Hybrid vs Nippon India Equity Hybrid Fund compare
Kotak Equity Hybrid - Growth
Nippon India Equity Hybrid Fund - Growth Plan
Chart Comparison
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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