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LIC MF Equity Hybrid Fund vs Kotak Equity Hybrid compare

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tortoise-icon Kotak Equity Hybrid - Growth

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tortoise-icon LIC MF Equity Hybrid Fund-Growth

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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 LIC MF Equity Hybrid Fund-Growth
Fund Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹6606 Cr ₹508 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹500
Launch Date 03 Nov 2014 31 Mar 1998
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 65:35 CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 38.8% %
Expense Ratio 1.77 2.48
Manager Harsha Upadhyaya Pratik Harish Shroff
ISIN Code INF174K01E92 INF767K01030
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 LIC MF Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth
1 Month 5.66% 7.46%
6 Month -0.62% 1.89%
1 Year 10.87% 10.49%
3 Year 16.56% 15.18%
5 Year 22.25% 15.58%

SIP Return Analysis

Scheme Name Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth
6 Month -0.57% 1%
1 Year -4.7% -2.71%
3 Year 12.57% 11.45%
5 Year 14.31% 11.05%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth
1 Year 12.18% 11.04%
3 Year 13.43% 9.45%
5 Year 12.72% 9.61%

Risk Management

Scheme Name Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth
Standard Deviation 10.787% 8.96%
Sharp 0.49% 0.55%
Beta 1.055% 1.07%
Alpha 0.867% -0.39%

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Fund Managers

Scheme Name Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth
Name Harsha Upadhyaya Pratik Harish Shroff
Total AUM ₹139411 Cr ₹2586 Cr
Funds Managed 11 10
Kotak Equity Hybrid - Growth LIC MF Equity Hybrid Fund-Growth

Market Cap

Scheme Name

Kotak Equity Hybrid - Growth

LIC MF Equity Hybrid Fund-Growth

Others 30.4 24.97
Large Cap 39.15 38.17
Small Cap 8.75 23.16
Mid Cap 21.7 13.7

Sector Allocation

Scheme Name

Kotak Equity Hybrid - Growth

LIC MF Equity Hybrid Fund-Growth

Others 29.46 24.97
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 - 3.06
IT - Software - 8.07
Auto Components - 4.4
Food Products - 3.47
Pharmaceuticals & Biotechnology - 3.46
Construction - 2.05
Finance - 3.55
Banks - 12.53
Electrical Equipment - 4.59
Diversified FMCG - 0.6
Cement & Cement Products - 1.13
Chemicals & Petrochemicals - 2.9
Consumer Durables - 1.67
Automobiles - 2.62
Beverages - 0.96
Power - 1.03
Cigarettes & Tobacco Products - 1.51
Aerospace & Defense - 1.72
Capital Markets - 0.95
Industrial Products - 5.16
Telecom - Services - 1.18
Healthcare Services - 2.43
Realty - 0.57
Industrial Manufacturing - 1.45
Retailing - 2.87
Entertainment - 1.1

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