Kotak Equity Hybrid vs Tata Hybrid Equity Fund compare
Kotak Equity Hybrid - Growth
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Equity Hybrid - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Equity Hybrid - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6606 Cr | ₹3997 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 Equity Hybrid - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 2.94% | 1.71% |
6 Month | 1.32% | 1.99% |
1 Year | 9.37% | 6.46% |
3 Year | 16.39% | 14.46% |
5 Year | 23.18% | 19.49% |
SIP Return Analysis
Scheme Name | Kotak Equity Hybrid - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 4.53% | 4.14% |
1 Year | 4.15% | 3.35% |
3 Year | 15.75% | 12.36% |
5 Year | 16.11% | 13.36% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Hybrid - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 12.18% | 11.66% |
3 Year | 13.43% | 13.65% |
5 Year | 12.72% | 13.89% |
Risk Management
Scheme Name | Kotak Equity Hybrid - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 10.787% | 9.21% |
Sharp | 0.49% | 0.6% |
Beta | 1.055% | 1.09% |
Alpha | 0.867% | -0.13% |
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Fund Managers
Scheme Name | Kotak Equity Hybrid - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Murthy Nagarajan |
Total AUM | ₹139411 Cr | ₹18015 Cr |
Funds Managed | 11 | 11 |
Kotak Equity Hybrid - Growth | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Equity Hybrid - Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 30.4 | 26.52 |
Large Cap | 39.15 | 57.95 |
Small Cap | 8.75 | 7.73 |
Mid Cap | 21.7 | 7.8 |
Sector Allocation
Scheme Name |
Kotak Equity Hybrid - Growth |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 29.46 | 26.52 |
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 | - |
Petroleum Products | - | 5.7 |
IT - Software | - | 5.14 |
Personal Products | - | 0.9 |
Construction | - | 4.47 |
Diversified FMCG | - | 3.11 |
Banks | - | 20.96 |
Pharmaceuticals & Biotechnology | - | 4.52 |
Realty | - | 1.36 |
Automobiles | - | 4.48 |
Telecom - Services | - | 5.22 |
Beverages | - | 2.32 |
Industrial Products | - | 1.36 |
Gas | - | 0.74 |
Transport Services | - | 0.37 |
Auto Components | - | 0.77 |
Finance | - | 2.63 |
Cement & Cement Products | - | 2.51 |
Transport Infrastructure | - | 1.53 |
Fertilizers & Agrochemicals | - | 1.95 |
Power | - | 1.71 |
Insurance | - | 0.87 |
Retailing | - | 0.86 |
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