Kotak Equity Hybrid vs Tata Hybrid Equity Fund compare

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Kotak Aggressive Hybrid Fund - Growth

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Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

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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	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)	₹7413 Cr	₹4074 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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month	2.99%	2.24%
6 Month	1.81%	1.9%
1 Year	5.33%	2.35%
3 Year	18.57%	15.25%
5 Year	21.1%	17.15%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	9.6%	6.57%
1 Year	11.58%	6.77%
3 Year	17.42%	12.7%
5 Year	16.88%	13.43%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	11.72%	11.37%
3 Year	13.31%	13.58%
5 Year	12.91%	13.94%

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	11.01%	9.21%
Sharp	0.84%	0.75%
Beta	1.08%	1.09%
Alpha	1.00%	-0.22%

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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

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	26.18	29.06
Large Cap	44.02	56.26
Small Cap	8.32	8.3
Mid Cap	21.48	6.38

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	24.88	29.06
Energy	2.6	-
Technology	10.62	-
Financial Services	16.18	-
Consumer Cyclical	7.42	-
Consumer Defensive	4.04	-
Healthcare	6.95	-
Real Estate	1.43	-
Utilities	2.62	-
Basic Materials	7.9	-
Industrials	10.83	-
Communication Services	4.53	-
Petroleum Products	-	6.14
IT - Software	-	4.85
Personal Products	-	0.83
Construction	-	4.61
Diversified FMCG	-	3.1
Banks	-	18.32
Pharmaceuticals & Biotechnology	-	4.4
Automobiles	-	3.92
Telecom - Services	-	5.4
Beverages	-	1.98
Industrial Products	-	1.38
Realty	-	0.91
Gas	-	0.81
Transport Services	-	0.36
Auto Components	-	1.58
Cement & Cement Products	-	2.37
Transport Infrastructure	-	1.75
Finance	-	2.51
Fertilizers & Agrochemicals	-	2.1
Power	-	1.64
Insurance	-	0.95
Retailing	-	1.03