Kotak Equity Hybrid vs Tata Hybrid Equity Fund compare

Kotak Equity Hybrid vs Tata Hybrid Equity Fund compare

Link copied to clipboard!

Kotak Aggressive Hybrid Fund - Growth

Invest Now

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Fund	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Average	Average
Asset Size (Cr)	₹8462 Cr	₹4166 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	03 Nov 2014	05 Jan 1996
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	38.8%	4.76%
Expense Ratio	1.77	1.92
Manager	Harsha Upadhyaya	Murthy Nagarajan
ISIN Code	INF174K01E92	INF277K01303
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	Tata Hybrid Equity Fund - Regular Plan - 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	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month	-0.84%	0.14%
6 Month	3.33%	4.29%
1 Year	0.71%	1.98%
3 Year	14.27%	10.87%
5 Year	15.9%	13.4%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	0.3%	2.6%
1 Year	10.78%	11.72%
3 Year	12.88%	10.32%
5 Year	13.41%	11.16%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	10.83%	12.9%
3 Year	14.35%	14.6%
5 Year	13.21%	15.33%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	8.13%	9.21%
Sharp	0.82%	0.53%
Beta	1.37%	1.16%
Alpha	1.76%	-1.43%

Fund Managers

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Name	Harsha Upadhyaya	Murthy Nagarajan
Total AUM	₹139411 Cr	₹18015 Cr
Funds Managed	11	11
	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Market Cap

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	28.5	27.05
Large Cap	41.18	54.4
Small Cap	6.8	11.61
Mid Cap	23.52	6.93

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	21.5	25.46
Communication Services	3.03	5.87
Energy	2.48	5.79
Technology	9.43	6.06
Financial Services	22.23	19.18
Consumer Cyclical	7.97	8.13
Healthcare	7.03	4.19
Real Estate	1.44	0.78
Consumer Defensive	2.95	8.97
Industrials	11.04	7.59
Basic Materials	8.75	6.2
Utilities	2.15	1.78

Top Comparisons

Kotak Equity Savings Fund - Regular - Growth

3Y Returns11.36%

VS

HSBC Equity Savings Fund - Regular Growth

3Y Returns13.39%

Compare Now

Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

3Y Returns12.08%

VS

UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns16.05%

Compare Now

SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns23.6%

VS

Mirae Asset Healthcare Fund -Regular Growth

3Y Returns20.95%

Compare Now

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns21.48%

VS

Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option

3Y Returns16.35%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully