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) | ₹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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