LIC MF Equity Hybrid Fund vs Kotak Equity Hybrid compare

LIC MF Equity Hybrid Fund vs Kotak Equity Hybrid compare

Link copied to clipboard!

Kotak Aggressive Hybrid Fund - Growth

Invest Now

LIC MF Equity Hybrid Fund-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Fund	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹8402 Cr	₹537 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	2.49
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 Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
1 Month	0.11%	0.72%
6 Month	7.07%	4.18%
1 Year	7.03%	6.75%
3 Year	14.95%	13.13%
5 Year	17.48%	12.22%

SIP Return Analysis

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
6 Month	1.55%	0.99%
1 Year	12.12%	10.51%
3 Year	14.07%	12.2%
5 Year	14.19%	11.47%

Rolling Lumpsum Returns

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
1 Year	10.91%	10.55%
3 Year	14.26%	10.17%
5 Year	13.19%	9.95%

Risk Management

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Standard Deviation	10.32%	8.96%
Sharp	0.82%	0.72%
Beta	1.11%	1.12%
Alpha	1.60%	0.36%

Fund Managers

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

Market Cap

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Others	28.21	28.27
Large Cap	41.04	40.55
Small Cap	6.95	15.01
Mid Cap	23.8	16.16

Sector Allocation

Scheme Name	Kotak Aggressive Hybrid Fund - Growth	LIC MF Equity Hybrid Fund-Growth
Others	22.79	24.75
Communication Services	2.85	2.04
Energy	2.43	2.15
Technology	8.45	8.94
Financial Services	21.18	21.75
Consumer Cyclical	8.46	9.11
Healthcare	7.06	7.15
Real Estate	1.37	0.74
Consumer Defensive	2.91	7.98
Industrials	11.04	11.43
Basic Materials	9.21	2.97
Utilities	2.25	0.99

Top Comparisons

SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns11.54%

VS

Tata Equity Savings Fund -Regular Plan-Growth Option

3Y Returns9.78%

Compare Now

Invesco India Largecap Fund - Growth

3Y Returns17.04%

VS

Axis Large Cap Fund - Regular Plan - Growth

3Y Returns11.51%

Compare Now

ICICI Prudential Exports & Services Fund - Growth

3Y Returns19.94%

VS

ICICI Prudential Manufacturing Fund - Growth Option

3Y Returns25.35%

Compare Now

Kotak Aggressive Hybrid Fund - Growth

3Y Returns14.95%

VS

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns13.57%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully