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Kotak Equity Hybrid vs Tata Hybrid Equity Fund compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon Tata Hybrid Equity 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 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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