Kotak Equity Hybrid vs Tata Hybrid Equity Fund compare

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Kotak Equity Hybrid - Growth

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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

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%

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%

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%

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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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

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

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